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How To Link/Unlink a Learner to a Workplace

Workplaces are linked to a Learner by adding Learner Positions.

A Learner will not appear on a training plan or many workplace reports if you do not add the position to the Learner.

You can add:

  • One workplace and one position
  • One workplace and multiple positions
  • Multiple workplaces

Adding multiple Learner Positions can cause duplicates in reports. Make sure that inactive positions have an end date in the past.

Required Pre-Steps: Set up Workplaces and Workplace custom dropdowns

Note: StudentSupport and Trainer roles cannot link Learners to Workplaces.

1

Add a Learner Position

  1. Navigate to LRM > Learners > Selected Learner > Positions
  2. Click Action > Add
  3. Enter:
    • Workplace
    • (Optional) Position
    • (Optional) Workplace Type
    • (Optional) Workplace Contact
    • Start Date
    • (Optional) End Date
    • (Optional) Sub Group
    • (Optional) Pay Level
    • (Optional) Employer Subdivision Name (NZ only)
    • (Optional) Territorial Authority (NZ only)
    • (Optional) Learner Occupation (NZ only)
    • (Optional) Employment Type (NZ only)
  4. Click Save

Notes

  • Workplace: Only Workplaces with Positions will show in the list
  • Position: Only positions linked to selected Workplace will appear
  • Workplace Type: This is required to display the position in Training Plans.
  • Sub Group: You can enter a Sub Group to further classify the position for reporting purposes (eg. Night shift, Wednesday Group etc)
  • Org Unit: You can enter a department or Organisational Unit for large Workplaces to further classify the position for reporting purposes

2

Remove a Learner Position

  1. Navigate to LRM > Learners > Selected Learner > Positions
  2. Click on a Workplace Name to see the workplace and position details
  3. Click Action > Delete
  4. Click OK.