Employer Engagement Module: Overview

The Employer Engagement Module gives college teams a single, clear view of every employer relationship, goal and interaction. This overview explains where it sits within Navigate and the capabilities it provides for managing employer engagement and CRM.

Navigate is a suite of products, trusted by colleges across the country, that empowers learners and staff to record, manage, evidence and report on all non-academic activity and skills development. It provides an engaging, easy-to-use student site and a powerful, intuitive task management site for staff. Navigate is modular in nature and designed to work in harmony with existing college systems.

Navigate modules

• Industry Placements & T Levels
• Work Experience and Placements
• Employer Engagement and CRM
• Enrichment and Tutorials
• Extra-Curricular Activities
• Education, Health & Care Plan (EHCP)
• Skills Development Tracking
• Careers content & Gatsby Reporting

Goal and task management

• Easily monitor your assigned goals and stay on top of what needs to be done with clear visibility of goal statuses.
• A simple task overview lets you prioritise tasks that are overdue or due, so you are always on track.
• Oversee tasks at a glance, tracking progress and productivity.
• Intelligent automated goal creation based on employer behaviour ensures no opportunities for engagement and conversion are missed.

A single view of employer opportunities

• A single, clear view of all employer opportunities and actions, empowering staff to create and keep track of their goals.
• Teams can view all employer goals, ensuring collaboration and clear accountability.
• Quickly filter goals by owner, status and due dates to focus on what matters most.
• Access detailed information on each goal, including type, source and next action date.
• Set and monitor objectives to ensure timely follow-ups and successful employer onboarding.
• Keep all employer-related activities in one place for easy access and management.

Creating and progressing goals

• Set and track specific goals with target completion dates to stay focused and meet deadlines.
• Schedule and record upcoming actions with precise dates and times so no follow-ups are missed.
• Use built-in options to send forms and emails and add notes or interactions directly from the platform, enhancing communication and documentation.
• Manage and track progress through a clearly structured, fully configurable goal progression system.
• Prepare targeted questions and steps to present your services effectively, ensuring a unified college approach.
• Create detailed proposals outlining partnership benefits, services and timelines.
• Secure commitments collaboratively by reviewing the proposal and requesting signed agreements to solidify long-term collaborations.

Employer search and database

• Access millions of employer details, covering hundreds of industry sectors.
• Easily find employers by location and distance, ensuring all results are within your required radius.
• Search by sector to focus on specific industries so only relevant companies are displayed.
• View detailed information on company directors for better transparency.
• Access financial data to assess the stability and potential of companies.
• Add new companies to your college's employer database with a single click.

Employer records and compliance

• Access and manage detailed employer information, including contact details, business type and compliance status.
• See employer locations with integrated map features for better visit planning.
• Monitor compliance status and expiration dates, tracking employers' due diligence including health, safety and insurance compliance.
• Access a detailed audit trail of timestamped approvals and compliance checks.
• View and manage active, pending and completed placements specific to the employer.
• Set and track employer goals with clear objectives and next action dates.
• Record key employer preferences for easy access and future reference.
• Track goals and internal notes with a clear timeline view, keeping all team members aligned.
• Monitor and manage employer engagements with tags for activities including College Talks, Careers Fairs and Mentoring, enabling cross-college relationship management.
• Use customisable tags to categorise and track various commitments and attributes for tailored engagement strategies.

Reporting and MIS data

Navigate audits and manages every activity and process associated with the delivery of non-academic activities. Through Microsoft Power BI, college teams can run reports straight from Navigate for management reporting, Ofsted inspections and funding. Staff can also access full task management dashboards to ensure effective completion and team collaboration. In addition, MIS teams are provided with a full suite of Azure SQL data tables that feed live data straight into existing college systems.

Your Navigate account team

• Emma Berriman, Regional Account Manager — ongoing account management to key stakeholders: creating and project managing implementation, delivering the site build, configurations and college branding, working with MIS to build data links, and scheduling and managing account management meetings.
• Emmanuel Dadey, National Training Manager — ongoing training to staff users: building and managing the training plan with key stakeholders, delivering on-site and online training, and creating bespoke training materials.
• Ellie Henstridge, Account Support Specialist — ongoing support to users: on-demand phone and email support, Teams chat for staff queries during working hours, daily live refresher training sessions via Zoom, and supporting staff to access content through the Navigate knowledge base.
• Jude Flatley, Account Consultant — ongoing consultancy to senior stakeholder teams: identifying strategic aims and objectives, supporting the creation of college-wide implementation plans, and supporting managers to engage staff and students and build Navigate data into SAR and Ofsted data reports.

What colleges say

Navigate has become instrumental in driving the development of our non-academic programme. Student initial assessment data from Navigate is key to running our Career and Personal Development Passport programme, informing the content of enrichment and tutorials. Accessing data to monitor performance and understand the impact of our delivery enables us to identify areas for development and keep us on purpose. The Navigate team's customer service is key to their success: being proactive in delivering accessible training and responding positively to user feedback promotes collaboration, with user and developer working together to drive innovation.

Source document attached below.