Welcome to Discover,
There are some key steps to complete to ensure your onboarding is as smooth as possible. In your Welcome Call, your Onboarding Specialist will provide you with a checklist of all the steps for a smooth transition!
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
- As this service already exists in Discover, we copy the existing Set Up
- Advise if any of the current staff will no longer be staying on after the
Change of ownership has taken place - Only Current, Waitlist & Enquiry Staff, Whānau, Child Profiles will be copied over.
- Any changes can be made by the new owner, after the data has been migrated
- The Settings will copy over, however they will still need to be finalised incase you want to
any changes. - Please advise your Onboarding Specialist if you would like to set up the Digital Enrolment Form.
- 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
- Print out your attestations/Enrolment Forms for Parents to sign
- 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
- Decide how your families will be signing their children in and out of the service see here
- Create your Rosters
- 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
- If using the Tablet for digital sign in, Make sure that the Tablet has been signed out of the original service, and signed in to the new service > Centre Set Up > Tablet Set Up
- 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
Recording Winz Payments
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
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!
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article