Procare Engage is intended to be used along with Procare Select for your complete child care management solution. Data about students, parents, staff and pickups automatically syncs from Procare Select so there’s no need to enter that information into Engage. For information on using the parent engagement features, see: Engage – Features Overview.

Updating Family Information

This article explains what data syncs from Procare Select to Engage so you know exactly what will be updated and where the data comes from. The sync is one way—from Procare Select to Engage—and occurs every four hours to include new information and changes made to family members, children, teachers, and rooms.

Changes to family information, teachers, or rooms must be made in Procare Select so they can be synced to Engage. Engage displays a lock icon next to information that comes from Procare Select.

School Information

The school name/address/phone is brought over from the school information entered in Procare Select. You can update the Director name and email in by going to:

Procare Home then go to Configuration > System > Locations & Users > Regions & Schools. Click on the School name then click Edit which opens the Edit School Information screen (image below).

Update the Director Name and Email address and these fields will sync to Engage to update the school information.

Teachers

In Procare Select, go to Employee Data & Payroll to access teacher information. Select the teacher from the Name menu at left, then click on the Work History icon.

Teacher profiles will sync only if they show a Start Date, a status of Currently Employed, and are assigned a Primary Work Area. You can assign the Primary Work Area by going to Information & Relationships and select the room from the menu at upper right.

Teacher Employment Status

 

 

 

Employee Information

To deactivate teacher in Engage, go to Procare Select and change the Work History status to anything other than Currently Employed and show a termination date. On the next sync, the teacher will be set to inactive in Engage.

Parents and Family Members

The parent must appear as a Payer in Procare Select to trigger them to sync into Engage as a parent/guardian. You can see the parent or family member role by going to Account Information and see who appears as a Payer.

The key data that syncs to Engage for family members is their name, email, cell phone (if chosen under the Text Message button—image below), and enrolled children. The text feature in Engage uses SMS messaging. It syncs from the Text Message field on the Person Information page in Procare Select—it does not use the phone fields on the person profile!

Go to Person Information and click on the Text Message button. Add the carrier and phone to that field and save. The mobile phone will sync to Engage in the next sync.

Children

Children will sync to Engage as long as they have a status of currently enrolled, and a classroom assigned.

If a child’s enrollment status needs to be changed, you would make the change in Procare Select. The child’s status will appear correctly in Engage following the next sync.

Attendance/Pickup

Child attendance syncs immediately from Select to Engage upon saving the in/out times in Select. See article: Attendance Sync.