Offboarding from Discover

As you wrap things up, there are just a few final steps to take in Discover to finalise your data and ensure your account is closed off smoothly.   

Please note: If Child & Staff Records do not have an ends date three business days after the Change of Ownership takes place, Discover will action this on your behalf.

Here’s what to do:

• Add a leave date for all child enrolments
  Enter the last day of operation as the leave date for each enrolled child.
  Knowledge Base Article: How to End Child Enrolments
  
  
• Add a leave date for all staff records
  Record the last day of operation for each staff member.
  Knowledge Base Article: How to add Leave Dates to Staff Profiles
  
  
• Confirm your ELI submission
  Ensure your final Early Learning Information (ELI) submission is confirmed.
  Knowledge Base Article: Confirm ELI 
  
  
• Untick Automated Invoicing & Tick on Automate Quarterly Boost Statements 
  If you use Automated Invoicing, you will need to ensure that this option has been disabled.
  If you tick on Automate Quarterly Boost Statements you won't need to remember to sign in to Discover and send them at the end of the Quarter.
  Knowledge Base Article: Offboarding Invoicing Instructions
  
  
• Download Relevant Reports
  If you are opting out of Archived Access you will need to download any Reports you require. Especially any you will require for any audits that can go back up to 7 years.
  Knowledge Base Article: Reports in Discover

• Enrolment/Enquiry Widget
  If you are using the Widgets on your website, these will need to be removed. The new owner will add their API to connect to their new centre set up. We will provide the new owner with how to update this also.
  
  
• Download your Centre Funding Report
  Save a copy of the Centre Funding Report for the upcoming RS7 funding round. Please provide this to the new owner.
  Go to Reports > Finance Reports > Centre Funding Report > Select the dates, Settings etc > Get  Report.

• RS7 Funding Submission
  
  

  Change of Ownership - last day of operation is last day of funding round

  If your last day of operations is the last day of the funding round, We need you to submit your RS7 within 3 business days. If this has not been actioned by then, you will need to submit this via the Paper Form see instructions here

  
  

  Change of Ownership Any other time of the Funding Round:

  If your Change of Ownership is mid funding cycle, you will need to provide the Centre Funding Report to the New Owner. They will submit the prior information via email, and their Ownership period via Discover. Any washups are worked out outside of Discover. See here for further information.

  
  
• Closing Centre Any other time of the Funding Round:

  If your service is closing mid funding round, you will need to submit your RS7 via paper at RS7 time. See here for further information.

  
  
  

  Need a hand? We're here to help. Just reply to this email or contact our support team at T 09 888 0459 or support@superioradmin.co.nz

  Thanks for using Discover – and all the best for your next adventure!