Creating an Employer

Overview

This article explains how to create an Employer record within Onefile Eportfolio. Employer accounts store essential organisation, contact, and sector information and may be required before progressing with enrolment or learner setup.

User Roles

This feature can be used by the following user role:

• Training Provider

How to Create an Employer

1. Click Employers on the left navigation bar.
2. Click New employer record.
3. Add the Organisation Name.
4. Click Next.
5. Add the Employer contact details.
6. Click Next.
7. Add the Employer sectors.
8. Click Next.
9. Click Create record.
10. Add the address and phone number.
11. Click Save Details.
12. Add a Sector Contact.
13. Add Course Details.

Once all required information has been completed, the employer’s account status will update to Completed.

Important Notes

• If the employer does not already have a Onefile account or Keychain profile, they will receive an email inviting them to register their account.
• The employer must register before they can action any Enrol forms.

Terminology

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

Need Help?

If you experience any issues or have questions, please contact Onefile Support or your internal support channels.