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Run a batch EYPP eligibility check

In this article, we explain the steps to check EYPP eligibility for multiple children simultaneously using the batch eligibility check process in Synergy FIS.

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Written by Nicole Sibun
Updated yesterday

You can check EYPP eligibility for multiple children at once using the batch eligibility check. This is the most efficient method for checking all children on a provider's headcount or all children registered in a specific term.

The batch check queries the Early Years Childcare Entitlement (ECE) service to determine if children meet EYPP eligibility criteria based on their parent/carer information.


Before you start

You need the following permissions to complete this task:

  • FIS Core β†’ Child Query (Read or Full Access)

  • FIS Core β†’ Admin β†’ Funding β†’ Fetch Batch (Full Access)

You also need:

  • Children to have complete parent/carer information (name, date of birth, National Insurance number)

  • Consent for eligibility checking recorded on child records

Run a child query

First, you need to identify which children to check.

  1. Click Children then click Child Query.

  2. Select your filter criteria (e.g. Year/Term, Provider, Funding Type).

  3. Click **Search** to run the query.

πŸ€“Tip: For initial eligibility checking, query for children with "Not Checked" EYPP status on the ECE tab.

Start the batch eligibility check

  1. When the query results display, click ECE on the toolbar.

  2. In the Check Type section, select the **EYPP** radio button.

    ⚠️Important: You must select EYPP as the check type. Selecting FSM, EY, or EEF Working Family will check different eligibility criteria.

  3. Verify the Year / Term is correct (it pre-populates from your query).

  4. Click OK to begin the batch check.

Monitor the batch progress

The Batch Update Check Status screen displays real-time progress:

Parent / Carer counts:

  • Batch Record Count (total to check)

  • Processed (completed so far)

  • Valid Records (successful checks)

  • Invalid Records (errors)

Children counts:

  • Same categories as above

The Batch Status section at the bottom shows progress messages.

⚠️Important: Wait until the batch completes. Don't close the dialog while processing is in progress.

When the batch completes:

  1. Click Cancel to close the dialog.

πŸ“ŒNote: If you click OK instead of Cancel, another eligibility check will run for the same children.

Fetch the batch results

After the batch check completes, you must fetch the results to update child records.

  1. Click Admin β†’ Funding β†’ Fetch Batch.

  2. Locate your batch in the table (check the date and time to identify the correct one).

  3. Select the checkbox next to your batch.

  4. Click Fetch Batch Results.

⚠️Important: Only one batch can be fetched at a time.

The system applies the results to child records:

  • Children with "Found" status become EYPP eligible

  • EYPP weightings are applied automatically

  • Headcounts update to include EYPP payment

Verify the results by opening sample child records and checking the EYPP Personal Indicator shows green (eligible).

What happens after fetching results

The system automatically:

  • Updates each child's EYPP Personal Indicator based on eligibility results

  • Applies EYPP weightings to children with 'Found' status

  • Updates provider headcounts to include EYPP payments

  • Removes the batch from the Fetch Batch table

Children who return "Not Found" status:

  • Do not receive EYPP weighting

  • Will not have EYPP included in payments

  • Can be re-checked in future if circumstances change

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