2. Office Essentials

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