Using Procare Desktop with Engagement
What are the best practices for using Procare Desktop with Engagement functionality? What are the do’s/don’ts and considerations for what to do in which system? Since all data does not sync, this is a guide as to where you want to keep certain items.
Best Practice by Topic:
Immunizations
- Continue to use immunizations within Procare Desktop.
Allergies/Tracking
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In Procare Desktop they are set up as a Child Tracking items. They do not sync.
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Engagement uses a general field for allergies on the Child Profile entered as text, not a tracking item). Engagement doesn’t produce a report of all children who have a specific allergy, like all kids w/dairy. Tags could be used, but not ideal because of mistyping the same allergy many ways.
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If teachers need to know the allergies: Choose either recording them in Engagement and having an allergy icon on Engagement mobile devices, or using Procare Desktop and giving teachers a printed allergy report by classroom.
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If you want both, you would need to double enter the data in both systems.
Tags in Engagement are used for:
- Schedule info: M, W, F vs. Full time, part time. These do not provide scheduling for Roll Call and Check-In like Desktop does.
- Before, After School, a specific activity.
- Bus routes. AM Bus, PM Bus, Lincoln School, Westside Elementary, etc.
- Anything you want to use for filtering, especially for daily activities or room transfers.
Child Check In
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You may use QR codes, Geo Fencing, or Check In from the Procare child care mobile app.
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If you use the door controller: Use Web Apps or Receptionist in Procare Desktop.
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Rounding in Procare Desktop: Set the minute interval to “none” on Procare Desktop if using Engagement for attendance.
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Procare Desktop’s “deny entry” feature is not supported in Engagement.
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Procare Desktop max hours should be set to default of 16. If it is set lower, say to 8… then auto sign out from Engagement won’t succeed.
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Timecard edits will not sync. Each will retain the original time recorded for that day.
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Authorized pickup people must be added as ‘payers’ in Procare Desktop to use the Engagement website. This gives that person more access than desired (account info).
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Schedule exceptions in Procare Desktop, such as “absent” days, do not sync with Engagement’s absent day notation.
Split Families
- All emergency contacts are blended together in Engagement.
- If you are seeing issues with this, contact support.
Staff sign-in
- Doesn’t sync either direction.
- Use Procare Desktop If you are issuing paychecks from Procare Desktop.
- Use Engagement if you only need timecard data, or are using Gusto’s integration for payroll.
- Use Engagement if you need the live room ratios (Procare Desktop has live display of numbers in Dashboard).
Employee Data
- Vacation, sick, PTO are tracked in Procare Desktop. If using Gusto for payroll, this could be tracked in Gusto.
- Schedules are tracked in Procare Desktop.
Procare users
- All “active” Procare users in Procare Desktop sync to Engagement. System supervisors are automatically designated as administrators in Engagement and automatically invited to download the child care mobile app.