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Learner Creation Optional Fields within Enrol Onboarding

✨New feature alert

This feature is available from Thursday, 3rd September 2026.

Overview

Administrators can now customise which fields are mandatory and which are optional when creating learners in Enrol Onboarding. This allows Centres to tailor the learner creation process to suit their onboarding requirements while ensuring essential information is always captured.

User Roles

This feature can be used by:

  • Admin

Steps to Configure Learner Creation Fields

  1. Log in to Onboarding as an Admin.
  2. Click Settings.
  3. Click Learner Creation.
  4. Select whether each field should be Optional or Mandatory.
  5. Click Save Changes.

Tips & Notes

  • ⚠️ Important: Email Address, First Name, Last Name, Programme, and Workflow are always mandatory and cannot be changed to optional.
  • Making fields optional can help streamline the learner onboarding process.
  • Review your learner creation requirements carefully before changing field settings.
  • Changes apply to future learner records and do not affect existing learners.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

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Need Help?

If you need assistance, please contact Onefile Support or your internal support team.

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