First Steps Guide
Your first steps after logging into the portal
Step-by-Step Guide
Log In
Access the portal using your email address and password. If you've forgotten your password, use the 'Forgot Password' link on the login page.
Review Your Dashboard
The dashboard shows an overview of pending tasks, recent submissions, and key statistics. This is your central hub for daily activities.
Check the Current Funding Period
Ensure you're working in the correct funding period. The active period is shown in reports and when creating submissions.
You can view and manage funding periods from Admin > Funding Periods
Register Children
Before creating funding submissions, ensure all children are registered in the system with their basic information.
Children can be imported in bulk or added individually
Follow these steps to get started with the Early Years Funding Portal after your account has been created.