Discover Onboarding Milestones (Brand New Centre)
There are some key steps to complete to ensure your onboarding is as smooth as possible.
In your Welcome Call, your Onboarding Specialist will book in your Onboarding Sessions in advance so you can get the software set up for your New Service.
The team is here to help, so please don't hesitate to get in touch should you have any questions at any stage!
Your Onboarding Journey will take approximately 12 weeks.
Milestone 1-5 - 4-6 Weeks
Milestone 6 - 6 weeks = 12 weeks in total.
Your Onboarding Specialist will be there to guide you, every step of the way as well as having checklist, and links to instructions.
Milestone 1: Welcome to Discover & Set Up your Service
- Attend your Welcome Call with your Onboarding Specialist
- Return the Information required - Centre Set Up, Fees, & Holiday Policy
- If you would like to use the Digital Enrolment Form in Discover, please send through a copy of your existing Enrolment Form and we can set this up for you.
- Your Onboarding Specialist will set up your Centre & Assist to set up the Digital Enrolment Form if required.
- Attend your Discover Navigation & Settings Overview Call
- Finalise your Centre Settings
- Complete the Service Set Up Learning Path
- Test your Knowledge here
Milestone 2: Staff Profiles, Child & Parent Profiles
- Attend your Discover Staff Profiles Session with your Onboarding Specialist
- Your Onboarding Specialist will step you through how to set up your Centre.
- Attend your Discover Child & Parent Profiles, Enrolments (Bookings, Timetables) & Attestations
- Print out your attestations/Enrolment Forms for Parents to sign
- Make sure the child profiles have all information required for Go Live
- Complete Child Profiles & Enrolment Learning Path
- Complete Staff Management in Discover Learning Path
- Test your Knowledge Child Profiles & Enrolments here
- Test your Knowledge Staff Management in Discover here
Milestone 3: Get ready to Go Live - Family Experience & Create Rosters
- Attend your Family Experience Onboarding Session
- Attend your How to Session for Creating the Roster for Go Live Week
- Decide how your families will be signing their children in and out of the service see here
- Complete Bookings & Attendance Learning Path
- Complete Discover App Learning Path
- Test your Knowledge for Bookings & Attendance here
Milestone 4: Go Live Week
- Your Onboarding Specialist will connect your Service to the Ministry
- Begin using Discover for your day to day Operations
- Use the Discover sign in and out method you have chosen
- Attend your Go Live Session Q&A
- Complete Ministry of Education Learning Path
- Test your Knowledge here
Milestone 5: Invoicing & Parent Payments
- Attend your Invoicing & Parent Payments Onboarding Session
Your Onboarding Specialist will take you through
How to record parent payments
Setting your Invoice Settings
Running your first Invoices. For extra information see here - Book in a catch up call to ask any Questions & confirm processes for this week.
- Complete Invoicing & Parent Payments Learning Path
- Test your Knowledge here
Invoicing Tips & Tricks:
Managing Bill Payers see here
Milestone 6: Transition to Ongoing Support
- You will continue to have weekly check in meetings with your Onboarding Specialist
- Ask any questions you have about any of the processes or new queries that have come up since going live in Discover.
- In week 12 - Your Onboarding Specialist will provide you with how to contact our Support Team, as well as how to book in for Training or our Expert Hour Webinars.
Congratulations on successfully Onboarding your Centre!
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