Add companies, contacts and opportunities
userWRL AdminTime3 minutes

Xello's Work-related learning (WRL) module was designed to be managed at the school, trust, or regional level. All company and opportunity information entered into Xello will be available for all students in years 7-13 across your school, trust, or region — depending on your Xello account configuration.

In this article

Add a company

To add a company:

  1. Log into the WRL Admin workspace.
    WBL Admin tile highlighted
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    WBL Admin tile highlighted
  2. The first page after signing in is the dashboard. Click Manage next to Companies to begin managing companies.
    Companies highlighted on the WBL dashboard
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    Companies highlighted on the WBL dashboard
  3. Click Add Company.
    Add Company highlighted on Companies page
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    Add Company highlighted on Companies page
  4. Fill out the company's information.
    • Careers pulls from the list of careers students see and explore in Xello. You can input multiple careers per company.
  5. Once you're done, click Preview to see what the company profile will look like for students.
  6. If you're happy with how it looks, click Save.
noteNote: At any point, you can select a company's name from the database to update their profile. You can also change whether a company is visible to students. Under Company Status, change the toggle from YES to NO. When the status is set to NO, the company will not be visible to students, but the profile will be saved for you if you wish to make it visible again at a later date.

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Add a contact

To add a contact:

  1. From your WRL Admin dashboard, click Manage next to Contacts.
    Contacts highlighted on the WBL dashboard
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    Contacts highlighted on the WBL dashboard
  2. Click Add Contact.
    Add Contact highlighted on Contacts page
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    Add Contact highlighted on Contacts page
  3. Fill out the contact’s information.
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    • You can add who completed the background check on the contact.
    • Background check is for tracking purposes only. It will not send an email to the contact.
  4. Once you’ve inputted all information, click Save.

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Add an opportunity

Whether it’s an internship, work experience, job shadow, apprenticeship or more, you can add work-related learning opportunities directly in Xello for students to discover and request.

Tips when creating an opportunity: 

  • Fill out as many fields as possible - give students all the information you have available.
  • If you want to ensure the time students complete is verified by supervisors, mark E-verification of hours as required.
  • Add an Opportunity tag with a keyword to identify and track the opportunity in reports later.

To add an opportunity:

  1. From your WRL Admin dashboard, click Manage opportunities.
    Opportunities highlighted on the WBL dashboard
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    Opportunities highlighted on the WBL dashboard
  2. Click Add Opportunity.
    Add Opportunity highlighted on All Opportunities
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    Add Opportunity highlighted on All Opportunities
  3. Fill out the required information.
    tipTip: Add a tag to the opportunity so you can easily identify, sort, and filter the data by tags in an opportunity report.
  4. Make sure to add relevant career clusters to the opportunity. This will ensure students are matched to opportunities based on their interests. Students will also be able to filter opportunities by career clusters to find those that are most relevant to them.
  5. Once you’re done, click Preview to see how the opportunity will look for students.
  6. Once you're happy with how it looks, click Save.

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Additional resources

  • pdfPDF
    PDFIntroduction to WRL in Xello
  • pdfPDF
    PDFTrack Gatsby Benchmarks 5 and 6 with Bulk Status Updates in WRL
  • pdfXello Resource
    Xello ResourceGet Started for WRL Administrators
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