2. Admin Experience in Office

This section will focus on the basics of Office administration and should be attended or viewed before you go live with Office. For new centres, you can locate all our Onboarding resources here.

By the end of this section you should be able to complete the following processes confidently in Office:

  • Find and navigate your Dashboard
  • Processing a Digital Enrolment including a Digital Waitlist request
  • Process a manual enrolment without a digital enrolment form
  • Navigating the Child Profile Screen
  • Navigating the Parent Profile Screen
  • Start the re-enrolment process
  • Create, edit, view and remove bookings on the Master Roll
  • Create, view and edit Reports 
  • Create, edit and share Comms post to your families 
  • Create a shift for your Educators and staff members
  • View previously created shifts in a daily and weekly view
  • Add leave for a staff member and check previous requests 
  • Create shift notifications to share with your staff members 
  • Locate, create and print your roster
  • How to access help and support

For further assistance, you can click on any of the video titles which will take you to the relevant section in our Office knowledge base, which will detail the steps taken alongside images of the process. 

Dashboard

 

Processing a Manual Enrolment

 

Processing A Digital Enrolment including Digital Waitlist

 

Navigating the Child Profile Screen

 

Navigating the Parent Profile Screen

 

Re Enrolment

 

Master Roll

 

Bookings

 

Service Reports Overview

 

Comms Centre

Rostering

Help and Support