Does Aptem flag if an Employer is a levy payer, or not?
There is a Levy payer field option available which can be selected when creating an Organisation:
This is not flagged by the system after the organisation has been created, but a filter is available for this in the User Generic Reports, so this information can be reported on for Employers. This can be found under the CRM category in the filter options:
How can I generate a report to identify new Employer Organisations that have joined or been created this year?
In the Organisations Generic Report (OGR), there is a field labelled 'Created Date.' You can use this field to report on the date the Employer Organisation was created.
What is the purpose of selecting an owner for an organisation?
The ‘Owner’ for any organisation/employer/training provider is only there as a means of giving providers a way to manage those organisation accounts.
You can report it in the Organisations Generic Reports and can search for organisations 'owned' by one of the admins for updating/managing those accounts.
Otherwise, it should have no impact on the functioning of the Organisation itself.
When archiving an organisation does this remove the link with the learner?
Archiving an organisation will not remove the link with the learner, and the organisation will still show on the learner's settings.
The system will not allow you to delete an organisation if there are any learners linked to it.
A learner’s employment is transferring from their current organisation to a parent or subsidiary organisation, who will be funding their apprenticeship from the date of transfer. How can we record this in Aptem?
This can be treated as a usual change of employer. They are being funded from a different pot so will need new compliance docs creating and a new instance on DAS. You will need the new organisation details to show in the Training Plan.
If the employer users are also moving to the new organisation, you can add them to the employer group for the new organisation in the Edit Employer screen. Plz refer to: https://support.aptem.co.uk/hc/en-gb/articles/360019529460-Adding-an-employer-user-to-one-or-more-groups
How can I move an employer account from one organisation to another?
You just need to edit the employer account and then change the employer group.
How do I remove cancelled employers from the employer logins section of the organisation details?
All employers linked to an organisation will appear under the list of employer logins, regardless of their subscription status. This will include any employer accounts which have been cancelled.
The best practice for removing cancelled accounts can be to set up an additional dummy organisation group, with a name such as "Archived Employer Organisation". Any cancelled employer accounts can then be moved to the dummy organisation, to prevent them from appearing in live organisations.