The Placements tab in the Learner Summary shows any Organisations that have been set as a placement for the learner. For each placement, the following details are shown:

• Organisation name – Selecting this will take you to the corresponding Organisation Summary page.

• Type

• Start date

• Expected End date

• End date

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Filtering the Placement List

The option to filter the placement list by Number of Records is available from above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Along with these, the following additional filters can be added by selecting More. Selecting a field will add it to the top bar, where it works like the filter explained above.

• Type

• Organisation Tags

• Head Office

• Expected End Date

Exporting the Placement List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a Placement

Selecting Create Placement in the placements tab will open a window where you can link a new organisation to the learner as a placement. This process is made up of two steps:

1. Choose the Placement Type from the drop-down menu. Select Next to continue.

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2. Choose the Organisation from the drop-down menu, where a Search bar is available, then enter the Start and Expected End dates. Select Save to add the placement or Cancel to discard it.

Editing Placements

Selecting ... > Edit by a placement in the list will open a window where you can edit the following details:

• Email address

• Phone number

• Adviser – Here you can use the drop-down menu to search for an Officer to link as the placement adviser.

• Contact – Here you can use the drop-down menu to search for an Officer to link as the placement contact.

• Comment

• Start date – Selecting this field will open a calendar date selector.

• Expected End date – Selecting this field will open a calendar date selector.

• Actual End date – Selecting this field will open a calendar date selector.

• Weekly Rate of payment

• Weekly Hours

• Total Planned Hours

• Job Title

• SOC 2000 code

• Leaving Reason

• End Salary

• Skills Developed

• Notes

Placement Actions

Along with adding and editing placements, the following actions are available from the placement tab:

• View Full ILR – Selecting … > View Full ILR by an ILR Employer in the list will take you to the Employment Status tab in the ILR Summary, where you can edit the employer.

• Details – Selecting ... > Details by a placement in the list will open a window where you can view all details recorded for the document. The information shown here will depend on which fields have been completed in the edit window explained above.

• Delete – Selecting ... > Delete by a placement in the list will remove the organisation from the learner record, though it will not delete the record itself. You will be prompted to confirm before the organisation is removed.