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[Org Admin] Getting Started With Hatch™: Rostering

Taylor Watkins
  • Updated

Note: If your program only uses IgnitePanel by Hatch™, please see [Org Admins] Getting Started With IgnitePanel by Hatch™.

As an organization administrator, you will help oversee the setup for Hatch™ so that children can begin to play and progress.

 

Log In to Your Hatch Insights™ Account

To get started, you'll need a Hatch admin or another administrator at your program to add your info to your school/site. Once they set up your account, you'll receive a welcome email from Hatch with a temporary password to help you log in.

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The Let's Go! button in the email will take you to the Insights login screen.

On this screen, enter your email address (the same one where you received your welcome email) and the temporary password you found in the welcome email. Click Log In.

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Next, you'll be prompted to create a new password. Your password must be more than six characters. After setting up your account, you can get started creating your organization.

 

Getting Started in Insights

When you first log in, you'll see a pop-up directing you to your Setup Assistant. The Setup Assistant is your dedicated checklist to help you keep track of all your rostering tasks. 

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When you go to the Setup Assistant page, you will see personalized setup tasks related to your role and the Hatch products your organization uses. 

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For Programs With HatchSync®

HatchSync is our partnership with Teaching Strategies GOLD® that saves teachers time by automatically sending data to GOLD. If your program has HatchSync, you will see this in the About You section on the Setup Assistant page.

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If you haven't set up your connection, we recommend doing this first. Here are a couple of articles that can help with this process:

You can even export your children from Teaching Strategies and import them in Hatch to roster easier:

 

The Rostering Process

On the Setup Assistant page, you'll find all the tasks you need to complete to onboard your program. To the right of each task, you'll find different options for rostering. Here’s a breakdown of the ways you can roster as an org admin:

1. Type Your Information 

  • This is recommended for small organizations and/or if your organization decides to delegate tasks to other roles (for example, if you ask your teachers to create their own classes and add their own children).
  • Add schools, educators, classes, and children individually and on separate forms.

2. CSV Import

  • This is recommended for large organizations, users familiar with spreadsheets, or organizations that may have access to roster spreadsheets through another program like TeachingStrategies GOLD.
  • Copy your roster data from a spreadsheet into Hatch’s CSV template for bulk import. 

3. ChildPlus Import 

  • This is a great option for programs that also use ChildPlus. You will only have to do this process one time for all schools, educators, classes, and children.
  • Export roster data from ChildPlus and import it into Insights. 
  • We recommend this option for organizations that have not added data yet for the current school year. 

 

Setup Assistant Steps 1–5

On the Setup Assistant page, you will find links to all of these rostering options in steps 1–5. We've provided some helpful articles to assist you in completing each step:

 

Setup Assistant Step 6

Step 6 is very important to get children playing. For Hatch products, children log in by selecting their photos, so before they can play, their photos need to be uploaded.

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For more information about adding photos, please see [Org Admins, School Admins, Teachers] Adding Child Photographs.

You can continue to manage your schools, users, and classes using the ROSTER menu in Insights.

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Setup Assistant Steps 7–10

The last four steps are important for understanding the impact that Hatch tools can have on your children and your educators. 

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Once your teachers have started step 7, we encourage you to check out these important reports in Insights and see the growth your children will have! You can also monitor setup with your Setup Report in Insights. Learn more: [Org Admins, School Admins, Teachers] Setup Reports.

 

Delegating Tasks on the Setup Assistant

You can delegate certain tasks to other educators in your program. As an organization admin, you can delegate tasks to all members of your program, but only other organizational admins can assign tasks to you.

To assign a task, click the Delegate Task button. 

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After you click this button, you'll see a pop-up that will allow you to select from existing members of your organization to assign the task. For example, you may want your teachers to create their classes, so you can delegate that task to them. 

Once you delegate the task, you will see the following message highlighted in orange:

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Your teachers will see this task highlighted on their Setup Assistant like this:

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If your teachers are having trouble getting started with their Hatch products, please encourage them to check out these articles:

 

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