Overview
As an Employer, you can view the drilldowns for items displayed in the Learner Summary section in order to view detailed information and to take action where appropriate.
The Employer Dashboard drilldowns are available to employers with the Learners Progress role.
Learner Summary drilldowns
On the Employer Dashboard, the Learner Summary card has many possible statuses: Onboarding, Ready to Enrol, Active, On a Break, Entered EPA, Imported, and Pending Change of Programme.
When you click Onboarding on the Learner Summary card, you will see a grid showing the learners who have a programme status of 'Onboarding'.
Similarly, when you click any other programme status, you will see the relevant grid of learners. You can also use the Programme Status filters to navigate across learners with different programme statuses.
Onboarding programme status
For the Onboarding programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- Onboarding Status
- Onboarding Completed
- Tutor
- Employer
- RAG Status
- Status
The learners in the grid are ordered by Start Date by default.
Ready to enrol status
For the Ready to Enrol programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- Onboarding Status
- Onboarding Completed
- Tutor
- Employer
- RAG Status
- Target Programme: This column is shown only where this feature has been enabled on your tenant
- Status
The learners in the grid are ordered by Start Date by default.
Active status
For the Active programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- Employer
- Components Overdue
- RAG Status
- Learning Plan Progress
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
On a Break status
For the On a Break programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- RAG Status
- Reason for Break
- Last Learning Date
- Expected Return Date
- Next Review Date
- Learning Plan Progress
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
Entered EPA status
For the Entered EPA programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- Employer
- Components Overdue
- RAG Status
- Learning Plan Progress
- EPA Learner ID
- Registration Status
- EPA Status
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
Imported status
For the Imported programme status, the Learners grid displayed has the following columns:
Learner/Programme
- Start Date
- End Date
- Tutor
- Employer
- Components Overdue
- RAG Status
- Learning Plan Progress
- Import Date
- Status
The learners in the grid are ordered by Learning Plan Progress by default. Learners who are furthest behind target on their learning plan progress are displayed first.
Pending Change of Programme status
For the Pending Change of Programme programme status, the Learners grid displayed has the following columns:
- Learner/Programme
- Start Date
- End Date
- Tutor
- Components Overdue
- RAG Status
- Learning Plan Progress
- Withdrawal Date
- Intended Programme
- Intended Programme Start Date
- Status
The learners in the grid are ordered by Withdrawal date by default.
If you are using a tablet or a mobile device, all the above-mentioned columns will not be visible on the default view. But you can expand any item on the grid to see the detailed view.
You can see a maximum of 10 items per screen. Use the pagination controls at the bottom of the screen to navigate further.
Notes
- The Start Date and End Date columns refer to the Programme Start Date and the Programme End Date.
- The RAG status column is displayed only if your organisation uses RAG statuses. If you hover over a learner's RAG Status, you will see the date on which the RAG status was last updated.
- With regard to the Learning Plan Progress column, if you hover over a learner's learning plan progress, you can see the 'Current' and 'Target' percentages, and the variance between the two.
- The learners in the grid are ordered according the criteria mentioned above. To sort the learners by a different criteria, click the header row of the column you wish to sort them by.
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In the default view, Employers viewing the employer dashboard will see metrics only for those learners who are on a delivery programme. In addition, learners with the following programme status will be excluded:
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- Non starter
- Early leaver
- Not eligible
- Completed
- Withdrawn
- Withdrawn (w/o funding)
- Imported
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Search for a learner in the grid
You can use the learner name search box above the grid - type in 3 letters or more to search for a particular learner.
Filtering
You can set filters to limit the view by programmes/ learners or any other available filters. The option to filter is available to you at all times, even within the drilldowns.
Quick Filters
You can use the two quick filters: Programmes and Groups to narrow down your dashboard/results.
Click the Programmes quick filter to set/reset the Programmes multi-select filter. This quick filter shows a list of all the programmes and sub-programmes that the learners in the dashboard are applied to. You can select one or more programmes from the list. To search for a specific programme, use the search bar at the top.
The 'Groups' Quick Filter allows for the selection of one or more groups.
Detailed Filters
Apart from the quick filters, you can use the Filters option to filter by additional criteria.
Click the Filters option on the top of your screen. A Filters pane is displayed on the right of your screen. Here, you can filter by Programme, Groups, Employer Groups, Status and Date.
The Programme, Groups and Status fields offer you a multi-select list. The options visible to you are limited by your role and access level. The Group and Employer Group filters, subject to group permissions, allow for the selection of multiple groups.
If you want to filter by the date, you will be prompted to choose one of three dates to filter by: Start date, Practical period date, or End date. After you select one, you must specify a date range,
Make your selections and click Done. The revised dashboard will be displayed.