How to Add an Enrolment via Company Portal

Overview

Adding an enrolment via the Company Portal in SMS allows organisations to efficiently enrol their students in training courses. This feature enables authorised company representatives to manage enrolments on behalf of their staff, ensuring a streamlined process that reduces the administrative workload for both the employer and the training provider. By using the portal, organisations can select the relevant course, enter the required details, and submit enrolments in compliance with regulatory requirements.

The Company Portal enhances efficiency by providing a self-service platform where employers can monitor enrolment status, update learner details, and access training records. This system ensures that enrolments are recorded accurately and align with the compliance obligations, including AVETMISS reporting and funding contract requirements. Additionally, integration with other SMS features, such as invoicing and attendance tracking, helps organisations maintain a clear record of their students’ training progress.

Step Tutorial

1. From the Dashboard, go to Details, then click the Add Enrolment button.

2. An enrolment wizard will open in a new tab.

NOTE: You can also send the enrolment wizard link to the student so they can complete the form themselves.

Part A – Details

You have the option to use an existing student login or complete the enrolment form from scratch. Using an existing student login will automatically populate some fields with the student’s existing details. If not using an existing student login, you must fill in the required information:

1. Program Information – Displays details of the selected training program, including the course name, delivery mode, and training date.
2. General Information – Captures key student details, including personal information, contact details, and identification.
3. Address Information – Records the student’s addresses for enrolment and compliance purposes.
4. Employer Details – Auto-populated and non-editable; company details are pre-filled based on existing records.
5. Declaration – Requires review and agreement to the terms and conditions before submitting the enrolment.

Once you have entered all the required details, click the Enrol Now button.

Part B – Payment

You will now be directed to the Payment tab, where you can add vouchers for discounts, select a payment plan, and view all applicable fees for the program.

Part C – Confirmation

A confirmation of the successful enrolment will be displayed on the next tab, confirming the student's enrolment in the program.

 3. You should now see the recently added enrolment in the list.

These are the steps on how to add an enrolment via company portal.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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