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When you first log in to Childcare Compliance NZ as a centre admin, you’ll be guided through a short setup wizard before reaching your dashboard. It only takes a few minutes, and most fields will already be pre-filled from your account details. Once completed, the wizard won’t interrupt your workflow again — but you can return to it any time from Settings → Business Settings → Review Setup Checklist.

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How the wizard works

The wizard walks you through seven steps. Each step saves your changes immediately — there’s no “submit everything at the end.” If you need to stop partway through, click Finish later at the bottom of any step. The wizard will resume from where you left off next time you log in. You can also move back to any completed step using the progress bar at the top to review or update your details.

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Step 1 — Business Details

Review and confirm your business information. These details are pre-filled from your account and used across the platform — in reports, PDFs, and communications. Fields on this step:
  • Legal name — your registered business name
  • Trading name — the name your centre operates under (if different)
  • NZBN — your New Zealand Business Number
  • Contact email — used for system notifications
  • Contact phone
  • Address
Click Next to save and continue.

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Step 2 — Your Centre

Review and confirm your centre’s details. This step pre-fills from your first centre. If no centre has been set up yet, you’ll fill in the details here. Fields on this step:
  • Centre name
  • Licence number
  • Licence type (centre-based, home-based, etc.)
  • Licensed for — maximum number of children
  • Age range — minimum and maximum age in months
  • Address
This step covers your first centre only. If you operate multiple centres, you can manage them from the Centres section in your dashboard after completing the wizard.
Click Next to save and continue.

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Step 3 — Pay Parity (optional)

Configure your centre’s participation in the Government’s early childhood pay parity scheme. If your centre is participating:
  • Toggle Participating in pay parity scheme on
  • Select your salary scale
  • Set the scale effective date
If you’re not sure yet, click Skip for now — you can configure pay parity later from the HR section.

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Step 4 — Branding

Upload your centre’s logo and set your brand colours. These appear in the sidebar and in emails sent from the platform.
  • Logo — upload a PNG or SVG (recommended: square or landscape format)
  • Primary colour — used for the sidebar header and email accents
Your branding is applied immediately across the platform once saved. You can update it any time from Settings → Business Settings.

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Step 5 — Invite Your First Staff Member (optional)

Send an invitation email to your first staff member. Enter their email address and select their role:
  • Admin — full access to the platform
  • Staff — access to their own training, compliance tasks, and policy acknowledgements
An invitation email will be sent with a link for them to set up their account. You can invite as many people as you like from this step — after each invitation is sent, you’ll have the option to send another. When you’re ready, click Next to continue. If you’d prefer to invite staff later, click Skip for now — you can do this from the HR section at any time.

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Step 6 — Your Modules

This step shows the compliance modules that have been enabled for your centre by the CCNZ team.
Your modules are managed by the CCNZ team. If you need to add or remove a module, contact us at support@childcarecompliance.co.nz.
Click Next to continue.

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Step 7 — Done

You’re all set. The wizard is complete and you won’t be redirected here again on login. From here you can head straight to your dashboard, or jump into one of the suggested next steps:
  • Set up your Compliance Register — map your licensing criteria to evidence
  • Add your first policy — adopt from the CCNZ template library
  • Create an Emergency Plan — record your emergency contacts and procedures

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Coming back to the wizard

After completing the setup wizard, you can return to it any time from: Settings → Business Settings → Review Setup Checklist → Changes made here update your business and centre details in real time. Returning to the wizard does not reset your progress or trigger the mandatory redirect again.

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Frequently asked questions

The wizard saves your progress at each step. The next time you log in, you’ll be taken straight back to the step you were on.If you clicked Finish later, the redirect is suppressed for the rest of that browser session. Close the browser and log in again to resume.
The wizard runs once for new centre admin accounts. You can use Finish later to exit at any step and return to your dashboard — but the wizard will resume on your next login until it’s complete.Steps 3 (Pay Parity) and 5 (Invite Staff) have Skip buttons and don’t need to be completed to move forward.
No. The setup wizard is only shown to centre admins. Staff members log in directly to their dashboard.
If your account was set up by the CCNZ team before this feature was introduced, the wizard will already be marked as complete and you won’t be redirected to it. You can still access it from Business Settings if you’d like to review your details.