03 March 2025

Set up ontrack Hub for Employer Block Bookings

Employers can log in to ebs: ontrack 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 ebs: ontrack Hub is displayed.

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