Help Center/For directors
Help for directors & staff
Running a center on RoundUp — setup, enrollment, staff accounts, the daily rhythm, and the reports a licensor asks for.
Getting started
Set up your center
Center settings, hours and closures, your state, classrooms, and the order to do it in.
Classroom settings
Room names, capacity and ratios, how children's ages drive ratios, and moving children.
Center and classroom configuration
Center details, check-in and pickup rules, room fields, and the three Save buttons.
Import your roster from a spreadsheet
Bring children and guardians in from a CSV: prepare, match columns, review, import.
Enroll a child
Guardians, emergency contacts, allergies, and enrollment status.
Invite families to the app
Invite parents from a child's profile, resend expired links, and roll out to a whole center.
Set up payments and payouts
Connect your Stripe payments account: business, identity, bank and status.
Enrollment
Enrollment pipeline and waitlist
Track leads, offer spots, send families the application, and approve enrollments.
Tour bookings
Book facility tours, email a confirmation, and keep tours on your calendar.
Staff
Adding and removing staff
Invite a teacher, set their classroom, record certifications, and end access when they leave.
Roles and permissions
The roles you can give staff, the two access levels behind them, and who sees what.
Time clock
Clocking in and out of a room, planned shifts, and why it drives ratios.
Shifts, scheduling and shift swaps
Plan shifts, use the weekly schedule, decide swaps, and track onboarding and reviews.
Document expirations
Where certifications, background checks and compliance files live, and which have expiry dates.
What happens when someone leaves
Ending a staff member's access on their last day, and what history is kept.
Daily operations
Attendance and check-in
Teacher and kiosk sign-in, signatures, and authorized pickup checks.
Kiosk mode
Turn a center tablet into a check-in screen, and know what the PIN protects.
Ratios
How children and staff are counted, at risk vs. out of ratio, and alerts.
Approving End of Day
Review each room's day and release its written report and photos to families.
Incidents and accidents
Filing a report, parent signatures, director sign-off, and summaries.
Medication
Adding medications, logging doses, and keeping written authorization on file.
Emergency drills
Run a drill with a live head count and keep a log a licensor can read.
Calendar, events and conferences
Add events, notify families, collect RSVPs, schedule conferences, see birthdays.
Operations & facilities
Inventory, supplies and maintenance
Stock and par levels, supply requests and facility maintenance.
Equipment and asset tracking
Tag, scan, check out and label center devices and equipment.
Licensing inspection log
Record licensing visits, violations and correction deadlines.
Field trips, lost and found, and other operations tools
Field trips, lost and found, transitions, re-enrollment and more.
Money & reporting
Tuition and billing
Rates, ad-hoc charges, late fees, and payment runs.
Payment operations: balance, payouts and disputes
Read-only view of your payments balance, recent payouts and disputes.
Subsidy and ERDC
Recording subsidy coverage, and what the Oregon ERDC export does and doesn't include.
CACFP food program: meal counts and claims
Meal counts, income forms, meal-pattern checks and the CNPweb claim.
Licensing reports
Generated and state reports, attendance records, ratio alerts, and the audit log.
Tracking your quality rating (QRIS)
Track your own progress against your state's quality rating standards.
Tools & integrations
The integration marketplace
Find and connect integrations, what Connect, Open and Manage do, and one-at-a-time rules.
Connect payroll and HR (ADP, Paychex, BambooHR and others)
Link the payroll system you already use, read its roster and time off, and match those employees to your staff.
Connect Deel
Link your staff to their Deel profiles, keep start and leaving dates current, and see Deel time off.
Your center's branding in the app
Your center's name, logo, colors and contact details, and where each one shows up.
Calendar subscription links
Share the center calendar in Google Calendar, Outlook or Apple Calendar.
Slack and Microsoft Teams alerts
Send ratio and incident alerts to a Slack or Teams channel, without child names.
Running more than one center
Switch between centers and compare them in the All Centers report.
The AI Assistant
What the AI Assistant answers, what it sends, and when to double-check it.
Sign-in & SSO
Single sign-on with Microsoft Entra ID or OpenID Connect
Let staff sign in with Microsoft Entra ID or another OpenID Connect provider.
Connect JumpCloud
Staff sign in with your JumpCloud directory over SAML. Provisioning isn't available yet.
Connect Okta
Let staff sign in with your center's Okta org.
Connect Auth0
Sign-in through an Auth0 tenant your center already runs.
Connect Rippling
Whether staff can sign in with Rippling today, and what the Marketplace tile does.
SCIM provisioning reference
Endpoints, authentication, attributes, current limits, and what deactivation does today.
No director guides match that search. Email us and we'll help directly.
Need a hand?
Directors get a real person. Tell us your center name and what you're trying to do.
Email support@roundupece.com