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
- Navigate to LRM > Learners > Selected Learner > Positions
- Click Action > Add
- 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)
- 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
- Navigate to LRM > Learners > Selected Learner > Positions
- Click on a Workplace Name to see the workplace and position details
- Click Action > Delete
- Click OK.