The Overview is your starting point, a place to kick off your day, stay on top of everything, and let Famly do more of the work for you. Featuring a dashboard-style landing page, the Overview lets you organise your own personal view to make sure you’ve got easy access to all the most important functions.
How to Find the Overview
Your Overview can be found in the Overview tab under the Home icon.
Switching Between Your Site Overview and Room Overview
Using the tabs under the Site overview, you can easily switch views between your Room overview and your Tags.
The Room overview tab shows how many children and staff members are signed in, expected to attend, and on leave, whether that’s sickness or holiday. Your Room overview also shows your starred rooms. Clicking on an individual room leads you to the overview for that particular room.
Why do the site overview and room overview show different numbers?
The site overview shows how many children are expected to attend at the current time. The room overview shows the total number of children expected throughout the day, so the number will often be higher, as not all children will be present at the same time.
Overview Graphs
The Room overview, All Site overview, and tag views all include a live projection graph that updates in real time as the day unfolds, giving you an accurate picture of attendance and staffing at any point. You can hover over any point on the graph to see an overview of projected child and staff attendance.
The graph shows a projected view of how the rest of the day will look, based on what’s actually happening right now. It updates automatically as children and staff sign in and out, switch rooms, or have expected pickup and leaving times set.
Here’s how the projection works:
For children: the graph uses each child’s booking as the basis for expected attendance. If an expected pickup time is set, that takes priority. If a child signs out for the day, they’re removed from the projection unless they have another booking later
For staff: the graph uses each staff member’s shift as the basis for expected attendance. If an expected leaving time is set, that takes priority. If a staff member signs out for the day, they’re removed from the projection unless they have another shift later
Room switches: if a child or staff member moves to a different room, their projected attendance follows them
Required staff: calculated based on projected attendance and the care ratios set for each room. You can view these under the room’s care requirements in Settings
All Site overview
Required staff is calculated per room, rounded up, then added together across all rooms for an accurate site-wide total.
Tag views
Tag views show expected and attending children and staff for that tag group. There is no required staff line in tag views, since tags cut across rooms and don’t map to a single set of care requirements.
💡 The graph only shows expected attendance lines if child bookings have been set up. If no bookings exist, expected attendance won’t be visible in the graph
Understanding Ratios in the Overview
The smiley and sad face indicators on the Overview page are based on the age ranges of the children signed into each room. If a room falls out of ratio, Famly will highlight which age group needs additional staff, or indicate if the room has reached its maximum child capacity.
The smiley indicator is only supported for age group ratios. If you haven’t set up age group ratios with maximum capacity, the smiley will not appear on the Overview page.
💡 If the staff or children sections are empty, it means no staff or children have been signed into the setting
Widget Overview
Depending on your permissions and the features used in Famly, you will be able to see the following widgets:
Site overview
Upcoming medication (only shown for children currently signed in)
Observation drafts
Assessment drafts
Upcoming room moves
Add-ons
Needs your attention (including pending leave requests, pending accident and incident reports, pending observations and assessments, and overdue medication alerts)
Children’s birthdays
Staff birthdays
Other events
Rooms
Tags
Staff attendance
Automatic payments
Total outstanding debt
Needs Your Attention
The Needs your attention widget gives you a quick overview of items that require your action, including pending observations, leave requests, accident reports, missing payment setup information, upcoming events and birthdays, and your to-dos.
Adding a to-do
To add a to-do, click See all in the widget, type the task in Add a to-do, and enter a due date if required. The task will appear in the Needs your attention widget on your overview.
💡 You can assign to-dos to other staff members or children by clicking Assignee or Child under the task. If you assign a to-do to another staff member, it will disappear from your list and be added to theirs
Completing a to-do
Hover over the circle next to the task to mark it as completed. Completed to-dos are still visible when you click See all, but they appear crossed off. They’ll stay in your overview for a day before disappearing, so you can keep track of outstanding tasks while maintaining a short record of finished ones. You can read more about to-dos here.
Customising Your Overview
🔒 The Overview is only customisable for customers on our Professional package
Your Overview is fully customisable, letting you decide which widgets to display and where. To customise it, click the Settings wheel icon in the top right of your Overview. From here, click and drag widgets to reorganise them, or drag them to the Widget library to remove them. Your changes apply automatically, so there’s no need to save.
Frequently Asked Questions
Why does the graph not show attendance before a certain time?
The graph starts from your nursery’s opening hours. If it’s not showing early enough, check whether room-level opening hours are set correctly. Go to the settings for the room and make sure the opening time matches when you actually open. If it’s set at site level only, the room may be defaulting to a later time.
Why does the required staff number look different from what I expected?
Required staff is based on projected attendance combined with your care ratios per room, rather than a simple site-wide total. This gives a more accurate picture of actual staffing needs throughout the day.
Why is there no required staff line in tag views?
Tags group children and staff across multiple rooms, which means they don’t map neatly to a single set of care ratios. Required staff is calculated at room level, so it can’t be shown for tag-based views.
What happens if a staff member has no shifts planned?
Staff with no shifts won’t appear in the projected view until they sign in to a room. Once signed in, the graph will project their attendance based on their expected leaving time, their room’s closing time, or the site’s closing time.
What if a child or staff member has two bookings or shifts in a day with a gap between them?
Each booking or shift is treated separately. Signing out from the first one won’t remove the projection for the second.