Milestone 2. Discover Onboarding - New Service Set Up or Migration

• Brand New Service
• Migrating Service

If you are a brand new centre, you can begin entering your staff/child information OR set up your Enrolment form for families to enter the data.

Work through the following modules in order:

1. Welcome

Introduction to Discover and how to navigate the platform.

Navigation & Dashboard

2. Discover Overview

Understand how Discover is structured and how the key areas connect.

Discover Overview

3. Completing Your Setup Tasks - Set the Foundation

Learn how to action outstanding setup items and finalise your service configuration.

**Video Instructions coming soon***

Brand New Service:

You can either capture the family information by setting up the digital enrolment form or manually entering the information the parents have provided.

• Milestone 1. Set the Foundation - this is the Centre Setting Checks 
• Creating Staff / Teacher / Educator Profiles
• Entering Staff Profiles see here
• Setting up Pay Parity see here
• Adding User Permissions see here

• Creating Family Profiles:
• Creating a Child
• Parents / Primary Carers
• Guardians
• Emergency Contact Profiles manually see here

OR

• Digital Enrolment Form Set Up See here

Below you can run the Reports prior to Go Live, to make sure you have all the information you require.

Migrating Service:

Your Onboarding Specialist will import available data from your current system into Discover.
Please note that what can be migrated will vary depending on your previous software. Any remaining setup will need to be completed by the Centre Manager, person completing the onboarding on behalf of the service.

If you are a brand new service starting from scratch, this is when you can being entering your data manually or setting up the Digital Enrolment Form, to capture Enrolment data.

Task Checklist for Checking your data.

Follow a clear checklist to ensure all required setup tasks are complete.

Your Onboarding Specialist will provide you a checklist and the information that will require manual input as it does not migrate.

Centre Checks:

• Complete Milestone 1

Staff/Teacher & Educator Profiles

Entering Staff Profiles see here

Setting up Pay Parity see here

Adding User Permissions see here

Go to Reports > Staff > Staff Details

Employed From = Go Live Date

Employed To = End of the Week

Most software platforms do not store as much staff information as Discover.

To complete staff records, you will need to:

• Go to each staff record
• Select the staff member’s name
• Review their profile and add any missing information you’d like recorded in Discover

Please note:

• Addresses will need to be re-saved, as they sync with Google Maps
• If you would like staff/teachers to have their own PIN for tablet use, select “Suggest PIN” within their profile

Children, Parent / Guardian / Emergency Contact Profiles

Go to Reports > Children > Child Details

Data Type

Select Weekly

Starts Date: The Monday of Go Live Week

Report Fields 

# = number of record in report 

Name = Child's Name

Age = Age of Child

Siblings = if these do not appear that means the siblings are not linked together by the same primary caregiver records. See Siblings

Hours Booked = Days and Times the Child has been booked into the Service For

Weekly ECE Hours Total = How many hours of ECE applies to the child's booking 

Primary Caregiver Name 1 = Parent Guardian 1 / Billpayer

Primary Caregiver Name 2 = Parent Guardian 2 

Fee Type = Name of fee applied to Booking/Enrolment

Full Fee Per Week = Full Fee Charged

Discounted Fee = Fee Charged minus any discounts, What the Parent will pay per week, not including Winz.

Discount Type = The name of your Discount if set up
Enrolment Discount % = The percentage of the discount
Enrolment Discount Amount = The $ amount of the discount

Compare this to your current system. Any changes required, make them as you go.

Our more complex Fee engines in Discover, may not work out the exact same way as it works in your current system.

Depending on your Current System, discounts don't always migrate. So it is essential that you check this prior to going live.

Your Onboarding Specialist will advise how they work.

When migrating from another Software Provider you will need to enter the following data as it does not migrate:

• Update Staff Profiles
• Resave Staff Address to sync with the Google Maps
• Child Permissions eg. Excursions, Photo's Etc
• Resave Guardian Address to sync with Google Maps
• Billing Reference Numbers
• Custom Information
• Check Siblings are connected
• Same contacts amongst different children have been connected correctly
• Weekly Charges are matching