Employer Dashboard

Watch the video

Prefer watching? Here is a short video showing how to use your dashboard.

Overview

As an employer, you can use the employer dashboard to view the progress of your direct reports who are in learning, or at a more senior level, any learners you have access to. You can filter learners, view key metrics, identify areas of concern, and drill down into the detail by brand, region, branch, sector, programme, or team.

The dashboard also highlights actions you need to complete, such as signing compliance documents or contributing to progress reviews.

The employer dashboard is available to employers with the Learners Progress role.

Employer dashboard

When you log in to your account, the employer dashboard is the first page you see.

The cards displayed depend on the roles enabled for your account and the features used in your organisation. The dashboard includes the following cards:

1. Learner lifecycle – shows how many learners are at each stage of their programme:

   • Learners within 30 days of the start
   • Learners on programme
   • Learners within 30 days of the original planned end date recorded in the ILR
   • Learners in EPA (End-Point Assessment)
   • Learners who are past their end date

   Select any stage to open the Learner lifecycle drilldown, which includes detailed information and related action items.

2. Learner summary – shows the number of learners grouped by programme status. Select any status to open the Learner summary drilldown for detailed information and action items.
3. Learning plan progress – shows learner progress based on learning plan activity performance, summarising how many learners are behind, on track, or ahead. Select any status to open the Learning plan progress drilldown for detailed information and action items.
4. Off-the-job hours – displayed only if you are delivering standards-based programmes. This card summarises OTJ (off-the-job) hours and shows:
   • Insufficient planned hours – whether a learner has enough hours in their learning plan to meet the 20% requirement or the planned hours you have specified.
   • Behind target – the number of hours a learner is behind at the current point in time.
   • Ahead of target – the number of hours a learner is ahead at the current point in time.
5. RAG status – displayed only if your organisation uses RAG (Red, Amber, Green) status. This card shows how learners are performing against their RAG status. Hover over the graphic to see more detail. Select any status to open the RAG status drilldown for detailed information and related action items.
6. Requires attention – shows items that need your action. If you are up to date on all tasks, this card will be empty. Select an item to go directly to the relevant section in Aptem. Items shown may include:
   • Activities overdue
   • Signatures required
   • Cognitive assessment incomplete
   • Cognitive results ready
7. Reviews – shows upcoming reviews, scheduled reviews, and any reviews not yet scheduled.

Notes

By default, the employer dashboard shows metrics only for learners on a delivery programme. Learners with the following programme statuses are excluded:

• Non starter
• Early leaver
• Not eligible
• Completed
• Withdrawn
• Withdrawn (w/o funding)
• Imported

Filtering

You can set filters to limit the view by programme, learner, or any other available criteria. Filters are available at all times, including within drilldown views.

Quick filters

Use the Programmes and Groups quick filters to narrow your dashboard results.

Select Programmes to open a multi-select list of all programmes and sub-programmes that your learners are enrolled on. You can select one or more programmes. Use the search bar at the top to find a specific programme.

Select Groups to filter by one or more groups.

Detailed filters

For additional filtering options, select Filters at the top of the screen.

A filters panel opens on the right. You can filter by Programme, Groups, Employer Groups, Status, and Date. The Programme, Groups, and Status fields support multi-select. The options available are limited by your role and access level.

To filter by date, select one of three date types: Start date, Practical period date, or End date. Then specify a date range.

Make your selections and select Done. The dashboard updates to reflect your filters.

Further improvements

The employer dashboard will continue to develop. Future releases will add drilldowns to more cards, giving you more detailed information and greater insight into the performance of your teams.