Welcome to Discover.
There are some key steps to complete to ensure your onboarding is as smooth as possible. This guide can be used as a checklist to ensure you're on track between catch ups with your Onboarding Specialist.
The team is here to help, so please don't hesitate to get in touch should you have any questions at any stage!
Milestone 1: Welcome to Discover
Your Steps | Our Steps |
Milestone 2: Preparation & Overview
Your Steps | Our Steps |
| Add contacts if children have more than 4 Primary/Emergency Contacts > Adding Contacts | Begin retrieving reports required for import |
| Tick Permissions on the child profile > Child Profiles > Child Profiles & Enrolments | Format reports and cross check rooms and fees |
| Navigate to Children > Child Profiles to add health information, including immunisations for all children | Provide "What to Check" document based on current software provider |
| Add in any future booking changes / New Starters > Child Enrolments | |
| Check billpayers are assigned to the correct contact > Managing Bill Payers | |
| Add in Bank reference numbers if required > In the Bill Payer Profile | |
| Cross check Fee Calculations from the Financial Analysis report sent by your Onboarding Specialist | |
| Update all Staff Profiles > Staff Profile | |
| Generate Pins for Staff (if req) > Staff Pins – in the Staff Profile > Click on the Suggest Button next to the Staff Pin box to generate a pin. | |
| Add in Discounts or Charge Adjustments if required > Discounts & Charge Adjustments | |
| Attend your Discover Overview Session |
Milestone 3: Roster, Family Week & Data
Your Steps | Our Steps |
| Attend your Roster, Family Week & Data Session | Import child/family data |
| Set Up the Tablet or printed sign in/out sheets > Tablet Set Up, Print Sign In and Out Sheets | Import staff/teacher data and set up users |
| Send Parents their Pins > Parent Pins | Send financial report for review |
| Create your Roster for Go Live Week > Roster System Set Up, Rostering Sheet, Copy, Staff Ratio’s | Invite families to Home |
| Adjust any flagged fees | Roster training - setup and functions |
Milestone 4: Go Live Week
Your Steps | Our Steps |
| Begin using Discover, the Tablet or Paper sign in and out | Connect to the Ministry of Education |
| Provide your balances from your old software | Import balances once approved by the service |
| Attend your Go Live Week Session | Import attendances once all entered in to current provider for previous 18 weeks |
| Cross check the balance upload | Add Xplor pay credentials (if applicable) |
Milestone 5: Invoicing
Your Steps | Our Steps |
| Attend the Invoicing Session | Review Invoice settings with the service |
| Add Parent Payments > Manual Payments, Upload Payment Files, Xero Payments | Check invoicing reports |
| Set Invoicing Settings > Invoicing Master Guide | Run invoices manually, send to service for review |
| Run First Batch of Invoices | Re-send invoices to families |
| Automate invoicing |
Milestone 6: Support Handover
Your Steps | Our Steps |
| Attend Final Onboarding Session | Answer any remaining onboarding questions |
| Ensure service has support contact information and links to knowledgebase and further training materials |
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