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.
- Viewing existing contacts and organisations
- Editing an existing contact or organisation, or creating a new contact in an existing organisation
- Creating a new organisation and adding contacts
- Adding contacts that don’t have an organisation
- Advanced search
- Organisation and contact filters
- Downloading Careers Partners
- Creating an activity with an organisation/contact from Careers Partners
- Creating a new Organisation and Contact when creating an activity
- Adding a Contact to an existing Organisation, editing an Organisation, and editing an existing Contact when creating an activity
Viewing existing contacts and organisations
To access this tool, click on “Careers Partners” in the main navigation on the left of the screen. Then select “Your Careers Partners”
On the 'Your Careers Partners' page you will see a list of all of the partners you have added already, grouped by Organisation. Select the arrow in the Actions column to expand an entry and view more information
If your Organisation has Individual Contacts added, they will be listed underneath Organisation information. You can select the arrow in that Actions column to see more information about that individual, including the activities they have taken part in.
You can also see the activities that the Organisation has taken part in.
Editing an existing contact or organisation, or creating a new contact in an existing organisation
Select the pencil icon from the Actions column beside an organisation’s entry
Amend details in the modal that opens and click “Save changes” when you are done
Creating a new organisation and adding contacts
- Adding Careers Partners directly into Compass+
- Adding Careers Partners into Compass+ using the Careers Partners Upload template
Adding contacts that don’t have an organisation
We understand that some contacts don’t have an organisation they could be listed under – maybe they’re retired, or they want to take part in activities but not necessarily be affiliated to their employer. In that instance, when you choose to Add Careers Partner, instead of adding an organisation name you just choose the option that is most relevant for the individual – Not part of an organisation or Retired:
Once you’ve made your selection, you don’t need to add any more organisation details. Instead you can then add the individual contact details, and save:
Advanced search
As well as keyword search, we have added Advanced Search functionality to help you efficiently search through your partners list.
Select the Advanced Search button at the top of your list to access the new search options. There are sets of filters for Organisations and Contacts.
Beside each option in the dropdown will be a number in brackets – this shows you how many items in your Careers Partner List will be returned if you select this criteria. When you add multiple filters, the list will be reduced.
When you have filters on your list, you will see a notification at the top of the list. If you have added contact filters, the list of Organisations you see will be reduced to only those that include Contacts with the specified criteria – expand the Organisation entry to see the Contact information.
Organisation and contact filters
- Organisation Type filter uses the Organisation Type data you set
- Organisation Sector filter uses the Organisation Sector data you set
- Organisation Distance filter uses the address that has been entered into the Organisation Distance field if you utilised the address lookup functionality when adding that address, to calculate the distance between your school and the Organisation’s address. If you haven’t used this to set addresses, you will not be able to search using this filter.
Contact filters
- Contact Criteria filter let’s you narrow down your list by their status as an Alumni, Inactive, Active, or Relative of Learner
- Contact Curriculum Area uses the Curriculum Areas data you set
- Contact Distance filter uses the address that has been entered into the Contact Distance field if you utilised the address lookup functionality when adding that address, to calculate the distance between your school and the Contact’s address. If you haven’t used this to set addresses, you will not be able to search using this filter.
- Contact Available For filter uses the Contact Available For data you set.
Downloading Careers Partners
Creating an activity with an Organisation/Contact from Careers Partners
You can create activities with an Organisation, or Contact within an Organisation, directly from the Careers Partners section.
To create an activity with an individual Contact, expand the Organisation’s entry in the list and navigate to the Contacts Tab.
Expand the Contact’s entry and navigate to the “Activities” section; select the “Create Activity” button.
This will open up the Create Activity page with the Contact added in the Careers Partners section.
From the Create Activity page in Compass+ you can carry out the following activities related to Your Careers Partners –
- Add an existing Organisation or Contact to an activity
- Add multiple Organisations or Contacts to an activity
- Create new Organisations and Contacts
- Edit existing Organisations and Contacts
- Use Advanced Search functionality to narrow down the list
- Add multiple Organisations and Contacts to a single activity
These features all work in the same way as they do in the Careers Partners section. To access them, Create a new Activity or Edit an existing activity, then navigate to Step 3 'Add providers or employers to your activity'.
Click inside of the field and start typing to narrow down your list of existing Careers Partners. In the list are organisations, and individuals within those organisations:
To access the Advanced Search, click into that box and choose the relevant button:
Advanced Search has the same filters and functionality as in the Your Careers Partners section. To see individual contacts within an Organisation, expand the Organisation entry using the arrow:
You can add an Organisation by selecting the checkbox beside the Organisation name
You can add an individual Contact by selecting the checkbox beside the Contact name
When you exit the pop-up box, they will then be added to the activity.
Creating a new Organisation and Contact when creating an activity
To access the Create Partner section, click into that box and choose the relevant button:
You can then fill out the Organisation and Contact information as you would when adding a Careers Partner directly into the Careers Partners section, then select “Add Careers Partner” to finish.
When you save the activity, it will display in their Careers Partner entry.
Adding a Contact to an existing Organisation, editing an Organisation, and editing an existing Contact when creating an activity
To edit existing entries, access the Careers Partner section by clicking into that box and selecting the relevant option:
Add the first few letters of the Organisation whose details you want to amend. A notification will come up advising you of Organisations that match that search:
Select the Organisation whose details you want to amend, or whose Contacts’ details you want to amend. You will then be able to edit and save the details:
Once you have finished your amends, you can save the details.
You can then add them to the Activity by typing into the box on the Create Activity page, or looking them up through Advanced Search.