Staff Discounts Setup
Discount a percentage of the gap for staff
Adding Staff Discounts
⚠️ Admin + 'Can Manage Fees Matrix' permission is required to configure Staff Discounts!
1. Go to the child's profile (Child's Details tab)
2. Tick the box that says Is this a child of a Staff Member?
3. Click Update Child's Details
4. Go to the Room/Current Day(s) Enrolled tab
5. Enter the percentage of the gap you are waiving (max. 95%)
6. Enter the date to start applying the staff discount
7. Click Add Staff Discount %
⚠️ Rebatch Family Transactions to generate fee discount credits!
Removing the Staff Discount
- Go to the Child's Details tab in the child's profile
- Untick 'Is this a child of a staff member'
- Click Update Child's Details
⚠️ Any future dated staff discounts must be removed manually from the Family Transactions!
Related Questions
What if the CCS paid is different from the estimate when the invoice is generated?
- The system will automatically re-calculate the credit based on the difference
What if I apply kindy funding credits as well?
- The system will work out the gap % after CCS and kindy funding credits have been applied (see Applying Fee Discounts for more info)
Can I backdate Staff Discounts?
- Yes. Just make sure you enter the date you want to apply credits from when setting up the discount percentage, then rebatch the family transactions from the date you are backdating to. This may put the account in a significant amount of credit, depending on the duration and percentage being applied.
What if I want to change the discount percentage?
- Update the percentage in the child's profile
- Change the date to when you want the new percentage to apply from
- Click Add Staff Discount %
- If you are backdating, remove any existing credits after the date and rebatch to regenerate the new discount
I can't see the staff discount credit in the Family Transactions...
- You may need to rebatch the family transactions to generate the credits