Overview
If the Employer field has been enabled on the tenant level, you can edit the employer details.
Where the Process Automation Trackers for "Change of Working Conditions" and "Change of Employer" have not been enabled, Administrators with the "Edit Learner Details" role can edit a learner's personal details and update learner information using the Console User Interface.
Where the Process Automation Trackers for "Change of Working Conditions" and "Change of Employer" have been enabled, Administrators can request a change using this process.
Case 1: Where Process Automation is not enabled
Administrators with the "Edit Learner Details" role can edit the Employer details.
To edit the details, navigate to the Learner Profile screen and select the Learner Details tab.
Navigate to the Employer section, and click theicon on the top right.
Editable fields will be displayed.
- Employer: Learner’s current Employer organisation
- Employer Address: Learner’s Employer organisation address; only visible if enabled for tenant.
- Manager: Learner’s manager of Employer Organisation; only visible if enabled for tenant.
- Mentor: Learner’s mentor of Employer Organisation; only visible if enabled for tenant.
- Job title: Learner’s current job title; reads from latest employment status in learner’s ILR; only visible if ILR is enabled for Learner’s current programme. Note: any updates submitted for the Job Title field in the Learner Profile page will be synced back into the Employment status from learner’s current ILR episode.
Enter the revised details, and click Save.
When you click Save, you will see a confirmation message on the bottom left: "Employer details updated". The revised details will be displayed on the profile.
Do note that if you do not have Process Automation enabled. saving this change will not create a new Employment status for Learner’s ILR in case of change of Employer.
The changes will be applied to the current Employment status only: Job Title and/or EDRS/ERN number will be updated if they differ.
Case 2: Where Process Automation is enabled and the learner is on a Skills Delivery programme
On the Employer section, and click theicon on the top right. You will see the following screen.
You are presented with three options. The options are described in the following sections.
Change of working conditions
Click this in case of a change in the primary working location, working hours or job title, and there is no change of Employer.
Note that this option only appears if you have the Process automation trackers (Create) role, and you can create a tracker only for a learner who is in "Active" programme status.
You will be taken to the Create Tracker screen. Follow the instructions in the Change of working conditions article to create the tracker.
When you click Create, a tracker is created. If you navigate back to the Learner Profile screen, you will see a confirmation message on the bottom left: "A ‘Change of working conditions’ Tracker has been created for the learner". The relevant section is updated with a Pending Changes message.
Change of employer
Click this in case of a change in Employer for a learner who is in "Active" programme status. Note that this option only appears if you have the Process automation trackers (Create) role.
You will be taken to the Create Tracker screen. Follow the instructions in the Change of employer article to create the tracker.
When you click Create, a tracker is created. If you navigate back to the Learner Profile screen, you will see a confirmation message on the bottom left: "Change of employer requested". The relevant section is updated with a Pending Changes message.
The Manager and/or Mentor has changed
This option only appears where 'Manager' and/or 'Mentor' fields are enabled at the tenant level. Click on this option to update the manager or mentor. Editable fields will be displayed. Enter the revised details, and click Save.
Administrators who do not have the "Edit Learner Details" role cannot edit the Manager and Mentor fields. They must contact their administrator to make these updates.
Case 3: Where Process Automation is enabled and the learner is NOT on a Skills Delivery programme
Administrators with the Edit Learner Details role can edit the Employer details.
Please follow the same process as described for Case 1: Where Process Automation is not enabled.