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Learning Enrolment Management

Dominic Beckham
Updated
EH Content Team

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following plan: Premium, Platinum
Available for the following learning plans: Standard, Plus
Available for the following user access levels: Admin

The Learning Enrolment Management section allows you to create customised report views for tracking learner progress and compliance. You can choose to have the data laid out differently, for example, as a table, calendar, or histogram. You can also customise what columns to include in each of these layouts and then save this view so you can access it again later. Additionally, you can export enrolment data for compliance reporting, import bulk enrolment records, filter data by various criteria, and edit individual enrolment details when needed.

Getting started

Configure your enrolment management report displays
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Enrolments tab.
  9. Select the   Config button.
    Config.jpg
  10. Choose from the following options:
    • Table:
      • Columns:
        • User Name.
        • Title.
        • Type.
        • Status.
        • Pass.
        • Start Date.
        • End Date.
        • Actions.
      • Records per page:
        • 10.
        • 20.
        • 25.
        • 50.
        • 100.
    • Calendar:
      • Start date field:
        • Start Date.
        • End Date.
      • End date field:
        • None.
        • Start Date.
        • End Date.
    • Histogram:
      • X-axis field:
        • Start Date.
        • End Date.
      • Interval:
        • Year.
        • Quarter.
        • Month.
        • Week.
        • Day.
        • Hour.
        • Minute.
        • Second.
      • Group by:
        • None.
        • User Name.
        • Title.
        • Type.
        • Status.
        • Pass.
      • Y-axis field:
        • Count.
        • User Name.
        • Title.
    • Pie chart:
      • Data field:
        • User Name.
        • Title.
        • Type.
        • Status.
        • Pass.
      • Max result.
    • Bar chart:
      • X-axis field:
        • User Name.
        • Title.
        • Type.
        • Status.
        • Pass.
      • Group by:
        • None.
        • User Name.
        • Title.
        • Type.
        • Status.
        • Pass.
      • Y-axis field:
        • Count.
        • User Name.
        • Title.
    • Stats:
      • Field:
        • Count.
        • User Name.
        • Title.
      • Title.
    • Pivot table:
      • Show fields selection.
  11. Click the Apply button.
Save your configured enrolment management report displays
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Enrolments tab.
  9. Select the view that needs saving.
  10. Click the   Save As button.
  11. Complete the following fields:
    • Title.
    • Visibility:
      • Only me.
      • All portal admins.
      • All portal users.
    • Set as default report?
  12. Click the Save button.
Share your configured enrolment management report displays
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Enrolments tab.
  9. Select the view that needs sharing.
  10. Click the   button
  11. Select the Make the Data from this Report Available Through a URL tick box.
  12. Select the URL or click the   button.
  13. Click the Apply button.
Filter enrolment data
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Administer tab.
  9. Click the   Filter button.
  10. Apply any of the following filters:
    • Search by keyword in the search field.
    • Filter by specific criteria using the filter options.
  11. Click Apply to update the results.

Export and import data

Export all course records
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Enrolments tab.
  9. Click the Export all course records button.
    Export.jpg
  10. Configure your export settings:
    • User:
      • Enter an email to export records for a specific user.
      • Check "All users" to export records for all users.
    • Course title:
      • Search for a specific course to export records for that course only.
      • Check "All courses" to export records for all courses.
    • Enrolment status:
      • Select from available status options (e.g., Completed).
    • Date range:
      • All time: Retrieve data for all time periods.
      • Last 2 years: Retrieve data from current date to 15 Aug, 2023.
      • Last year: Retrieve data from current date to 15 Aug, 2024.
      • Last 6 months: Retrieve data from current date to 15 Feb, 2025.
  11. Click the Export button.
  12. The system will send an export file to your inbox with all historical records based on your selected criteria.

Note: The Portal reporting displays only the most recent records per user. Use the export function to access complete historical data for compliance reporting.

Import enrolment records
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Enrolments tab.
  9. Click the Import... button.
  10. Follow the import wizard to upload your enrolment data file.
  11. Map the columns in your file to the corresponding enrolment fields.
  12. Review and confirm the import settings.
  13. Click Import to process the records.

Edit and manage enrolments

Edit individual enrolment records
  1. Log into Employment Hero. 
  2. On the left-hand side menu, click on Development.
  3. Click on My Learning.
  4. Click on Explore and Enrol.
  5. Go1 will open in another tab.
  6. Click on your initials in the top right-hand corner.
  7. Click the Administer button.
    Block_1.jpg
  8. Click the Enrolments tab.
  9. Find the enrolment record you want to edit.
  10. Click the Edit button in the Actions column for that record.
    Edit.jpg
  11. Modify the following fields as needed:
    • Enrolment status:
      • Select from available status options (e.g., Completed, In Progress, Not Started).
    • Did this user pass this enrolment?:
      • Toggle YES/NO to indicate pass/fail status.
    • Completed date:
      • Set or modify the completion date using the date picker.
    • Due date:
      • Set or modify the due date using the date picker.
  12. Click the Update button to save your changes.

Note: If you update the due date, this will not automatically update the days ahead/behind value within the Learner Enrolments report. You will need to refresh the report to recalculate that value.

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