03 March 2025

Set up Ontrack Hub for employer block bookings

Employers can log in to Ontrack Staff Hub to manage their block bookings, provided you have carried out the following tasks:

• Applied the EBS4BlockBooking and EBS4OntrackEmployer licences
• In the curriculum module:
  • Define the following fields for the UIOs that are to be made available to the employer:
    • Target Bookable Places (in the Summary tab)
    • Available for Block Booking (in the Details tab)
    • Name Block Bookings by (Days before Start) (in the Details tab)
    • Learner Prospectus (in the Details tab)
• In the organisation management module:
  • Add the organisation, if required
  • Approve the employer's organisation for invoicing by selecting the relevant Approved for Invoicing check box in Organisation Details, if required
  • Add the employer as a contact in their organisation record and assign a primary contact to receive booking reminder emails
• In the user management module:

  • Search for and add the employer as a user, ensuring to note their username and password

    When using the User Search, the Non Staff option must be selected from the User Type field to be able to locate employers.

  • Assign the following roles to the employer in the user management module:
    • Employer (in the EBS Ontrack primary roles group)

    • Block Bookings within my Organisation (in the EBS Central Curriculum group)

      

      Non-staff users (that is: those who do not have a staff code) can only be assigned a limited number of roles.

You can then provide the employer with their login details.

On logging in as an employer, a limited view of Ontrack Staff Hub is displayed.

Refer to Use Ontrack Hub as an Employer for further information.