Overview
Selecting an organisation's name in the Organisations tile opens the Organisation Profile page for that organisation. All profiles share the same structure and layout. Some sections are available for employer organisations only, as indicated below.
Organisation profile sections
- Category – industry type.
- Contact – the primary contact entered when creating the organisation.
- Working hours – the organisation's business hours.
- Location – the primary address entered when creating the organisation.
- URL – the organisation's website.
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Contacts – details of contacts at the organisation, including name, phone, additional phone, email, role, and notes.
- The organisation's or employer's Aptem ID can also be found via the page URL.
- Address – address details for the organisation, including multiple locations.
- Activities – a snapshot of historical and upcoming activity logged against a contact at the organisation (for example, a face-to-face meeting). See How to add an activity to a contact at an organisation for details.
- Notes – a free-text section for notes about the organisation.
- Documents – a section for storing documents related to the organisation. See How to upload documents to an organisation profile for details.
- Placements and workshops – create classroom sessions, virtual learning environment (VLE) workshops, or work placements for learners.
- Activity history – a record of activity and communication with individuals at the organisation.
- Employees – add existing employees of the organisation to an apprenticeship programme.
- Audit trail – a log of changes to the organisation profile.
- Application steps (employer only) – create up to a three-stage selection process for a job role, such as an external test, assessment, and interview or event. Requires the Application steps, Manage Organisations, and Manage Jobs roles.
- Jobs (employer only) – create job listings for the employer organisation.
- Events (employer only) – create an event (for example, a recruitment day) as a reminder record.
- Employer logins (employer only) – create employer login accounts for managers who need access to learner records or to sign compliance documentation. Primarily used by organisations delivering DfE-funded programmes.
- Employer users (employer only) – view all learners linked to the employer and access their profiles. You can also create a user directly from this section where applicable.
- Referrer login (referrer only) – create an administrator account for a referral partner who requires access to the system. This section only appears when creating a referral organisation.