Setting up enrola: a checklist for Admins
This checklist is for the Admins and Team Owners setting enrola up for their organisation. Work through it in order: later steps build on earlier ones. Everything here is in Settings, and Settings → All settings lists every page.
1. Your organisation
- Organisation details: check your UK Provider Reference Number (UKPRN), Team email address and contact details, and add your delivery sites. See Organisation details.
- Branding: set your primary colour and upload your logo. See Branding.
2. Your people
- Users: add everyone who needs enrola, with the right role, and switch on Enabled for each one. See Add users and choose their role.
- Check every user's email address is a mailbox they read. From Tuesday 27 October 2026, enrola emails sign-in codes to it. See Email sign-in codes.
- Make sure you have at least one Team Owner. Only Team Owners can connect job boards and other services.
3. How you recruit
- Opportunity types: rename or add types to match the provision you advertise. See Set up Opportunity types.
- Applicant workflows: set the statuses each type's Applications move through, and check the email each status sends. See Set up applicant workflows.
- Auto application email: check the email applicants get when they apply, for each type. See Set up Opportunity types and their application emails.
- Application forms: choose the questions, make the important ones required and split long forms into pages. See Build application forms.
- Applicant profiles: choose what employers see when you share an applicant. See Choose what applicant profiles show.
- Notifications: decide which automatic emails to send. See Choose which notification emails enrola sends.
4. Your records
- Form fields: add fields you need that enrola doesn't have, and set the order of fields. See Add your own fields and panels and Arrange fields on a record.
- Labels: create the labels your team will use. See Coloured labels.
- Sectors and Categories: hide the ones you don't use. See Sectors and categories.
- Search filters: choose the filters each list offers. See Choose which filters each list offers.
- Employer workflows: set the statuses for Employers and Contacts. See Move Employers and Contacts through workflow statuses.
5. Your connections (Team Owners)
- Integrations: add your Find an apprenticeship (shown as NAS in enrola) Recruitment API key, your Learning Records Service (LRS) details and any other services you use. See Settings → Integrations, Connect enrola to Find an apprenticeship and Connect the Learning Records Service.
- Website iFrame: put your Opportunities on your own website. See Add your Opportunities to your own website.
6. Ask the enrola team
Contact support at support@enrola.co.uk for:
- importing your existing Opportunities, Employers, Contacts or Applications. See Import records from another system.
- adding Google Tag Manager (GTM) to your public pages. See Track applications with Google Tag Manager.
- renaming the main menu items, if you want to.
7. Try it out
- Create a test Opportunity, apply for it yourself from your job board, and move the Application through your workflow. Check the emails you receive.
- Ask your team to sign in and read Find your way around enrola.