Using Employer Groups, you can organise your employers by creating a hierarchy for large or complex organisation structures.
Employer Groups provides a way to easily manage employers where they operate from multiple sites, contain a group of companies or are large enough to divide sites in some way such as by regional area. The feature allows you to mirror the employer’s reporting structure and provide visibility within the employer console based upon these groups.
Using Employer groups, you can provide the right level of access for progress reporting in a hierarchy which matches the employer’s understanding of the way they view their business. For example, this also proves particularly useful for scenarios where an employer has regional managers.
Accessing the Employer Groups tab
Navigate to the Groups tile. Use the toggle and switch to Employer Groups.
Here, you can view employer records that have been created automatically by the system. Employer records are automatically created and added to this list every time you create an employer record via the Organisations tile.
In addition, the list also shows Employer Groups that have been manually created.
Employer group grid
The Employer Groups tab displays a list of all employer group records - both automatically created and manually created.
The employer groups list has the following details/actions:
- Type - Automatically created employer group show type as Employer, while manually created ones show type as Employer Group.
- Parent name - Displayed where applicable
- Delete - This option is only displayed for manually created created employer groups.
You can use the search option to search for an employer group. You can type in the name of the employer group, or the parent. Click Search after you type in your search criteria.
Create an Employer Group structure
You can create an employer group structure by organising the employer records into various groups and sub-groups.
- Create an employer group
- Assign an employer record to an employer group
- Create an employer group hierarchy
Create an employer group
On the Groups tile. use the toggle and switch to Employer Groups.
The Add group screen is displayed.
You must specify a name for the group.
You can choose to specify a parent group. Note that you can only choose a manually created employer group as a parent group.
If you do not specify a parent group, the group will be a stand-alone group, not linked to any existing groups.
Click Create to create the group.
Edit an employer group
In case of a manually created employer group, you can edit the name of the employer group. You can also edit the hierarchy of the group by selecting a different parent employer group or by de-linking it from any parent group and allowing the employer group to have its own tree structure.
In case of automatically created employer group, the name of the group is the name of the employer. It is not possible to edit the name of the group. If the organisation name is updated, the employer group name will also be updated.
Assign an employer record to an employer group
To assign an employer record to an employer group, edit the employer record.
On the Edit group screen, set / update the parent group. Click Save.
In the following example, the employer record titled Grant Thornton Cambridge (ID 41) was edited and assigned to the employer group titled Grant Thornton (ID 161).
Create an employer group hierarchy
Using the same process, you can create multiple levels and define parent-groups and child-groups at each level.
Define access levels for employers
As an Administrator, you can assign an employer login to one or more groups, so that you can manage which learners an employer login is able to view.
For example, a line manager can be given access to one or more groups containing the learners that they are responsible for. A brand manager can be given access to all the groups under their brand. And a regional manager can be given access to all groups in their region.
Defining employer group access for a new user
Navigate to the Users tile. Click Create. From the dropdown, select Employer.
On the Add User screen, fill in the fields as relevant.
Under the Employer Group section, select the groups you want to assign them to. You can select multiple groups at any level within the tree structure. If a parent group is selected, all child groups will be visible to the employer.
You can also use the search functionality to filter the groups.
After you have made your selection, click Create.
Editing employer group access for an existing user
Navigate to the Users tile. Locate the employer you want to manage access levels for. Click the pencil icon under the Edit column.
On the Edit Employer screen, navigate to the Employer Group section.
Select the groups you want to assign them to. You can select multiple groups at any level within the tree structure. If a parent group is selected, all child groups will be visible to the employer.
You can also use the search functionality to filter the groups.
After you have made your selection, click Update.
View learner records
After you have created your group hierarchy using employer groups, and sets access levels for different levels of managers, your employer logins can now view leaner records that they have been given access for.
They can also filter their learners by employer group.
- Login to the employer console.
- Use the Groups filter to select the employer group
Based on the filters applied, the list of learners will be updated.
Groups and Employer Groups
The Employer Groups functionality does not replace existing group structure. It is an extra level of sub-division.
Using the employer console, you can filter the results of the learner list by both the employer groups which they have been assigned and the groups they have been assigned.
As an employer login, you can see the learners that are relevant to you, so that you can see their progress. An employer login's visibility of learner makes use of both the Group & Employer Groups that have been selected for that employer login.
The logic for selecting users is as follows:
If the employer login has no employer groups selected, and no groups selected, no learners will be visible to the employer login.
If the employer login has one or more employer groups selected, but no groups selected, all learners at each of those locations within the selected groups will be visible to the employer login.
If the employer login has no employer groups selected, but has one or more groups selected, all learners within the selected groups will be visible to the employer login.
If the employer login has one or more employer groups selected, and one or more groups selected, then the intersect of the two distinct learner lists will be visible to the employer login.