Milestone 4. - Centre Tasks - What to do & when - for newly Onboarded Centres

Modified on Tue, 21 Jan at 11:02 AM

This is a sample of Centre Manager / Centre Admin Tasks and tasks that are required on a regular basis.
Feel free to customise this for your Service

Monday	Tuesday	Wednesday	Thursday	Friday
Regular Daily Tasks
Make sure the Tablet is charged if using Digital Sign in	Make sure your Sign in and out sheets are ready to go if user Paper.
Attendance: Ensure the Attendance is complete for the prior week. All Absences entered etc.	Attendance: All Children have been signed in, or marked Absent if not in attendance for the current day.	Attendance: All Children have been signed in, or marked Absent if not in attendance for the current day.	Attendance: All Children have been signed in, or marked Absent if not in attendance for the current day.	Attendance: All Children have been signed in, or marked Absent if not in attendance for the current day.
Update Staff Roster Daily: Update Roster to times the staff actually worked the previous day	Update Staff Roster Daily: Update Roster to times the staff actually worked the previous day	Update Staff Roster Daily: Update Roster to times the staff actually worked the previous day	Update Staff Roster Daily: Update Roster to times the staff actually worked the previous day	Update Staff Roster Daily: Update Roster to times the staff actually worked the previous day
Complete Future Roster	Complete Future Roster	Complete Future Roster	Complete Future Roster	Complete Future Roster
Add New Accounts: If Adding from Enrolment form If Parent filled out digital Enrolment Form	Add New Accounts: If Adding from Enrolment form If Parent filled out digital Enrolment Form	Add New Accounts: If Adding from Enrolment form If Parent filled out digital Enrolment Form	Add New Accounts: If Adding from Enrolment form If Parent filled out digital Enrolment Form	Add New Accounts: If Adding from Enrolment form If Parent filled out digital Enrolment Form
Add Extra's: Add in Children having Extra days or changing days. Print attestations.	Add Extra's: Add in Children having Extra days or changing days. Print attestations.	Add Extra's: Add in Children having Extra days or changing days. Print attestations.	Add Extra's: Add in Children having Extra days or changing days. Print attestations.	Add Extra's: Add in Children having Extra days or changing days. Print attestations.

See Guide here

Regular Weekly Tasks

Add Parent Payments

This can be done account at a time, upload from the bank or connection to Xero. Whether this is done daily or weekly is a business choice, however, we would recommend this is done prior to sending out the current invoices.

Run your Invoicing as per your Cycle - the most common cycle is Weekly.

For more Weekly Tasks see this Guide

Regular Fortnightly Tasks - See this Guide

Regular Monthly Tasks - see this Guide

Regular Per Funding Period - See this Guide