Connect applications, enrolment, provider activity and learner progress. Keep ownership and decisions visible, so your team spends less time chasing updates and more time supporting development.
Each step has an owner. Every decision has a record.
Example journey
Morgan Ellis
Engineering manufacturing technician · Level 4
Manager review
Is the workplace ready to support this?
Review the role fit, learning time and practical support before passing the application to the apprenticeship lead.
Development need recordedProgramme selectedManager decision required
Select a stage to see the owner, required information and handover.
One record. The right view for each person.
Employees see their next step. Managers see their responsibilities. The apprenticeship team sees the operation. Leadership receives the appropriate overview—not another spreadsheet assembled by hand.
One connected workspaceProgrammes · Applications · Learners
Employee workspace
My next step is clear.
My application
With my line manager
What I can do
Prepare for a conversation about study time
Who acts next
My manager, then the apprenticeship lead
An illustration of authorised views—not unrestricted access to everybody’s records.
Select a perspective. Permissions remain specific to the person and their role.
Know what needs attention. And who can move it forward.
Progress reviews, overdue actions, breaks in learning and assessment readiness feed the operational picture. AI helps explain and retrieve the evidence; your team keeps control of decisions.
/OperationsInteractive illustration
Operations Centre
The work that needs attention, not another list to maintain.
Fictional records
Review overdue
Provider review · 7 days overdue
Apprenticeship leadAgree a review date
Approval waiting
Manager decision required
Line managerReview learning-time support
Assessment approaching
Readiness evidence outstanding
Apprenticeship leadConfirm the missing evidence
LevyTate CopilotExample answers
One provider review is seven days overdue in this example. The apprenticeship lead owns the follow-up. Open the action to agree the next review date.
Grounded answers and supported drafts. People retain approval and operational decisions; this is not a live AI conversation.
A simplified Operations Centre and contextual Copilot scene.
Support the person. Not just the programme.
The pastoral companion is being developed as a private space to think through a difficulty and prepare an employee-approved request for human support.
My Support
In development
I’m struggling to make time for study.
That sounds frustrating. Would it help to prepare a request for protected learning time?
Private conversation. Not an employer monitoring feed.
You choose what to share.
To
An approved support contact
Request
Help agreeing protected learning time
Not included
Your private conversation
Illustration only. No information is collected or sent.
Not therapy, emergency monitoring or automated HR decision-making. Activation remains subject to privacy and safeguarding approval.
Bring the answer into the tools you use.
The Microsoft 365 Copilot connector is designed to retrieve authorised LevyTate information without giving another system unrestricted access to employer records.
Microsoft 365 Copilot
In development
↔
Show the apprenticeship reviews that need attention.
Authorised LevyTate information
Relevant reviews, the responsible role and a link back to the workspace.
Read-only connector foundation. Customer tenant setup and activation are not included in the current release.
Less duplication. More accountable delivery.
Recorded approvals, controlled access and a clear next action support better governance. They help your team manage obligations; they do not replace provider checks or guarantee compliance.
Decisions with a recorded ownerControlled access to employer recordsProgress and review history kept togetherExceptions visible before handover
Product illustrations use fictional records and simplified interface views. We confirm the available release and enabled modules before onboarding.
