What data should be captured at enrolment for AEB learners?


If you’re looking to get Adult Education Budget (AEB) funding from the Education and Skills Funding Agency (ESFA), you might be wondering what’s required during the enrolment process.

There’s quite a bit of evidence needed in order to qualify for AEB funding, so it’s important to make sure you capture everything from your learners when enrolling them on your programmes.

Here we’ll cover the main requirements and explain what should be collected at enrolment for AEB learners. We’ll also share some information on how Bud can help to streamline and automate the enrolment process, using our intuitive joined-up system.

What evidence is required for AEB funding?

In order to qualify for AEB funding, learners and training providers must complete and submit the evidence pack to support their application. This pack proves to the ESFA that the learner exists and that they are eligible for funding.

The AEB learner is also required to confirm that all evidence provided to the ESFA is correct at the time it’s collected from them. You can find out more about the evidence pack, what type of evidence is required and what exactly should be included in our guide to the AEB evidence pack.

What does this mean for enrolment?

There are four key areas to consider when working through the enrolment process, to make sure you have all the information needed for the evidence pack.

Substantiating evidence

The ESFA requires all information reported to them in the Individualised Learner Record (ILR) and Earnings Adjustment Statement (EAS) to be included in the evidence pack. You’ll also need to include any supporting evidence to corroborate the data you’ve reported.

Funding eligibility and counter-signatories

You have to include an assessment and evidence of eligibility for funding as part of the pack, as well as a counter-signed record of the evidence provided by the learner.

Assessments and diagnostics

You must also submit copies of any assessments or diagnostics undertaken to determine your learner’s requirements. This will be an important part of the enrolment process.

Prior learning

Finally, you need to include information relating to any prior learning that might affect the learning or funding of the programme or its aims. You must ensure this is part of the enrolment process and that you collect this information ready for the evidence pack.

What should be captured at enrolment?

You’ll need to create an enrolment form (sometimes known as a learner agreement) to collect all the information you need about your learners. It’s best to offer digital enrolment where possible, which creates a faster and more seamless experience for both learners and trainers.

Based on the requirements in the evidence pack detailed above, we know that learning providers will need to complete the following tasks as part of the enrolment process:

  • Assessment of eligibility for funding
  • Counter-signing of any evidence provided
  • Assessment and diagnosis of learner’s requirements
  • Obtain information on any prior learning

But what else needs to happen at enrolment to ensure you have all the evidence needed to apply for AEB funding?

Additional enrolment requirements for AEB funding

Other information that should be collected at the enrolment stage includes:

  • Learner’s personal information (e.g. date of birth and address)
  • Prior qualification information
  • Employment status
  • Ethnicity
  • Any disabilities or learning difficulties
  • Details of the individualised learning plan
  • Planned start and end dates for learning

This list is not exhaustive and each provider will have their own template for the enrolment process.

However, it’s important to note that regardless of your template, all data captured during enrolment must be compliant with the General Data Protection Regulations (GDPR). You are also required to provide the ESFA privacy notice as part of the enrolment process.

Managing enrolment and learner data

There’s a lot of data and evidence to collect and store. When done manually, it can be time consuming and you may find you’re left with inconsistent or insufficient data when you need to submit evidence to the ESFA.

A training management platform, such as Bud, offers a more efficient way to manage your learners and track their progress.

Bud’s intuitive, all-in-one system makes delivering your training programme easier, less time consuming and more cost effective. It provides online portfolios, digital enrolment and paperwork, as well as ILR management.

How can Bud help?

Bud’s platform is designed to drive compliance, from enrolment to end-point assessment. Your users can’t go wrong with Bud, because trainers and learners must enter all the information required to meet compliance regulations before they can complete a stage.

This means that when it comes to putting together the evidence packs for your AEB learners, you can be confident that all the enrolment data you need is accurate and ready to go.

Want to learn more about how Bud can help you to better manage your learning provision from the enrolment stage? Book a demo or get in touch with one of our experts.