* NEW FUNCTIONALITY COMING SOON! *
We are currently testing new functionality that will allow users to upload Careers Partners into Compass+ using an Excel spreadsheet template. As such, there have been some updates to the Careers Partners section.
The updates explained in this article are not available to all users yet. As soon as the updates are released to all users, we will share this update with you here > Compass+ Updates and Developments and we will also notify Compass+ Champions.
Careers Partners is a safe, secure and scalable database where you can store all employers, organisations and providers that deliver careers activities to your learners.
Careers Partners are only accessible to you and other Compass+ users within your institution.
- Store all of your careers partners in one place
- Add careers partners directly into Compass+
- Upload organisations and organisation contacts into Compass+ using our Careers Partners upload template
- Create contacts who are retired or not part of an organisation
- Build a comprehensive record for each organisation and organisation contact so you have a full overview of the careers activities they can support
- Link individual contacts or whole organisations to activities they have delivered or participated in
- Export Your Careers Partners as an Excel spreadsheet to help target employer engagement more effectively.
Careers Partners can be added to Compass+ in two different ways; entered directly into Compass+ from the Careers Partners section or uploaded into Compass+ using the Careers Partners upload template.
This Help Centre article walks you through how to add Careers Partners directly into Compass+.
Adding Careers Partners directly into Compass+
1. Log in to Compass+ using your email address and password - https://auth.careersandenterprise.co.uk/compassplus
2. From the main navigation bar go to Careers Partners> Your Careers Partners
3. Click the green "Actions" button at the top right of the screen, then select "Add Careers Partner" from the drop-down:
4. The "Create a new Careers Partner" form will display on screen. Simply click in each box and either enter the organisation information directly or select it from the drop-down list:
- You can mark a Careers Partner as Not part of an organisation
- You can mark a Careers Partner as Retired
- You can flag if a Careers Partner delivers activities that comply with PAL
If you want to create a Careers Partner without any individual contacts, just click "Add Careers Partner" once you’ve filled out the organisation section to save and close.
If you want to add one or more individual contacts to the Careers Partner, click the green "Add Contact" button to get started:
6. Complete all sections of the Contact form.
- If you’ve entered the address of the Careers Partner in the organisation section of the form, you can copy that over to the contact as well by checking the “Same as organisation” tickbox underneath the Address field
- You can flag if a contact for a Careers Partner is Alumni, currently inactive or a relative of a learner
7. When you've entered the relevant information for the contact, click "Add Careers Partner":
8. The Careers Partner will now be saved to your Careers Partner database.