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
    Click to enlarge
    WBL Admin tile highlighted
  2. The first page after signing in is the dashboard. Click Companies to begin managing companies.
    Companies highlighted on the WBL dashboard
    Click to enlarge
    Companies highlighted on the WBL dashboard
  3. Click Add Company.
    Add Company highlighted on Companies page
    Click to enlarge
    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.
arrow upBack to top

Add a Contact

To add a contact:

  1. From your WRL Admin dashboard, click Contacts.
    Contacts highlighted on the WBL dashboard
    Click to enlarge
    Contacts highlighted on the WBL dashboard
  2. Click Add Contact.
    Add Contact highlighted on Contacts page
    Click to enlarge
    Add Contact highlighted on Contacts page
  3. Fill out the contact’s information.
    • 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.
arrow upBack to top

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.

To add an Opportunity:

  1. From your WRL Admin dashboard, click Opportunities.
    Opportunities highlighted on the WBL dashboard
    Click to enlarge
    Opportunities highlighted on the WBL dashboard
  2. Click Add Opportunity.
    Add Opportunity highlighted on All Opportunities
    Click to enlarge
    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. Once you’re done, click Preview to see how the Opportunity will look for students.
  5. Once you're happy with how it looks, click Save.
arrow upBack to top

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
arrow upBack to top