Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR Classic plans: Premium, Platinum
Available for the following learning plans: Standard, Plus
Available for the following user access levels: Admin
The Enrolment Management module allows you to select a course and bulk import users to assign learning material. You can then send out either an in-platform notification or an email letting them know of their new available courses. You can also use this feature to export all your organisation's course records, edit a user's course enrolment details, and delete an entry that is no longer required.
Daily activities
Filter displayed enrolments
- Click the Your Profile button.
- Click the Administer button.
- Click the Enrolment tab.
- Click the Filter button.
- Enter the desired filters and click the Filter button.
Re-enrol a learner
- Click the Your Profile button.
- Click the Administer button.
- Click the Enrolment tab.
- Click the button.
- Click the Re-Enrol button.
Send a notification
- Click the Your Profile button.
- Click the Administer button.
- Click the Enrolment tab.
- Select the users that need a notification sent.
- Click the button.
- Click the Send Notification button.
- Enter the required message and click the Send button.
View enrolment details
- Click the Your Profile button.
- Click the Administer button.
- Click the Enrolment tab.
- Click the button.
- Click the View Details button.
Helpful Hint
You will now see the enrolment details on your screen.
View enrolment certificate
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolment tab.
- Select the users that need a notification sent.
- Click the button.
- Click the View Certificate button.
View enrolments
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolment tab.
- Click the button.
- Click the View Enrolments button.
Exporting data
Export all course records
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolment tab.
- Click the Export all Course Records button.
- Complete the following fields:
- User:
- Individual user.
- All users.
- Course title:
- Individual course.
- All courses.
- Enrolment status:
- Completed.
- In progress.
- Date range:
- All time.
- Last 2 years.
- Last year.
- Last 6 months.
- User:
- Click the Export button.
Export enrolments as a CSV
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolment tab.
- Select the users that need exporting.
- Click the Export as CSV button.
- Click the Export button.
- Click the Download button.
Import enrolments
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolments tab.
- Click the Import button.
- Select the desired course to enrol them in.
- Click or drag a file onto the Upload tile.
- Click the Import button.
Editing data
Edit enrolment details
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolment tab.
- Click the button.
- Click the Edit button.
- Make the required changes and click the Update button.
Deleting data
Delete an enrolment
- Click the Your Profile button.
- Click the Administrator button.
- Click the Enrolment tab.
- Select the users that need a notification sent.
- Click the button.
- Click the Delete button.
- Click the Delete Enrolments button.
Explore related content
- Managing your Award Management Display Configuration This feature allows you to configure your award management display to suit your organisational needs.
- How Do I View an Overview of an Award? This FAQ answers a common question we receive about how do I view an overview of one of one of my organisation's awards.