Create an Employer account within Enrol Onboarding

Overview

Employer accounts within Enrol Onboarding allow Administrators and Users to record employer details, link learners to the correct organisation, and ensure onboarding information is captured accurately. Employer records include key details such as organisation name, contact information, and employer type.

User Roles

This feature can be used by the following user roles:

• Admin
• User

Steps

How to Create an Employer

1. Click Employers from the left-hand menu.
2. Click Create Employer.
3. Complete all required Employer Details.
4. Click Create Employer to save.

Tips & Notes

• Ensure employer details are entered correctly, as these will be linked to learner onboarding records.
• Employer records can be edited, archived, or deleted later if required.
• Employers must be created or imported before learners can be linked to them.
• A contact can be linked to multiple employers when creating an employer contact in Onboarding.
• When creating a learner, the system now checks whether the selected employer is levy-funded and presents the appropriate Funding Type options :

  - Levy or Gifted Levy for levy-funded employers; 

  - Non-levy or Gifted Levy for non-levy employers.  

• The Levy type field is stored against the learner's employer tab, is editable after creation, has no default value, and is recorded in the learner's audit history.

• An Agreement Identifier field has been added to the employer record, aligned with the ILR Specification 2026 to 2027. It can be captured by the training provider and/or the employer, is available as a pre-pop field, and is sent to Eportfolio via the Create/Update Employer event.

Terminology

Please note the terminology used in this article may differ depending on your Centre.

Related Articles

• Import Employers from Enrol into Enrol Onboarding
• Archive an Employer within Enrol Onboarding
• Create a Learner within Enrol Onboarding
• Edit a Learner within Enrol Onboarding

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.