Discover Onboarding Change of Ownership

For a change of ownership, the first thing you must do is notify your Account Manager. To get in contact with an Account Manager, send an email with the email subject: Discover Change of ownership to: am.education@xplortechnologies.com

When your service changes ownership, your Discover Onboarding Specialist will create a new copy of your existing service. This allows the new owner to begin operating with the current settings, enrolments, and other relevant information, while maintaining the integrity of the previous owner's data. 

We ask that you advise Discover of the Change as early in your journey as possible so we can ensure that the Migration is completed ready for your first day of operations.

What's Included:

• Existing settings and fields, existing fees, rooms, and license information.
• Current & future, staff information, attachments (like police vetting), qualifications, pay parity, and rates will be transferred.
• Current, future, and waitlist children’s profiles will be transferred with enrolments from the new ownership date, including WINZ.
• Pay parity (* if original centre is tracking this, it can only be copied over from the “Go-Live” week, and after all roster changes are complete). 
  This may also be stored externally to Discover. You will need to speak to the Old Owner regarding this.
• 18 weeks of historical attendance will be copied over to keep you compliant with the Frequent Absence Rules as outlined.

What's NOT Included:

The items below are not copied as part of a Change of Ownership due to the way Discover stores information. These items are linked to the original service and cannot be transferred to a new service. 

• Staff Emails that have been saved in the notes section of the staff profile.
• Rosters (Past, Current or Future).
• Future Staff/Children Calendar Entries – i.e., leave.
• Enrolment Forms.
• Planned transitions on child profiles.
• Parent Billing Information eg. Bank Details
• Playground (children’s learning & Planning will not be copied over)
• Balances - if you require balances from the previous owner you will need to obtain this directly from them.

Important Information on Ownership Transfer

The previous owner must send you the RS7 report via email. Other submissions can be done in Discover. Make sure you include obtaining the Centre Funding Report from the Seller at the time of Settlement. 

Any financial adjustments should be agreed upon through your sales contract—this part is not handled by Discover.

Refer to the latest Early Learning Bulletin for ownership change details.