EPM Connect Guides
View general guides to EPM Connect, including navigation, adding users and permissions and the EPM Connect Homepage. Select the guide you wish to view below.
Important: Choose the guide based on the date your school or Trust went/is planned to go live in EPM Connect.
Important: Do not print or save guides as all guides are subject to change.
Getting Started - A Guide to EPM Connect
A step by step guide to your first month using EPM Connect, with key priorities for Month 1.
View GuideNavigation Guide
An overview to general navigation, features and functions within EPM Connect.
View GuideAdding and Managing Users, Permissions and Notifications in EPM Connect - pre May 2026
A step by step guide to adding and managing users and permissions. Applies to customers who joined EPM Connect before May 2026.
View GuideAdding and Managing Users, Permissions and Notifications in EPM Connect - post May 2026
A step by step guide to adding and managing users and permissions. Applies to customers joining EPM Connect after May 2026.
View Guide
Adding Users and Permissions in EPM Connect Video Guide - pre May 2026 customers
A video guide to adding users and permissions in EPM Connect.
Watch VideoManaging Users and Permissions in Additional Modules in EPM Connect - post May 2026
A step by step guide to managing users and permissions within the Training & CPD, Performance, SCR, School Workforce Census and Recruitment modules. Applies to customers joining EPM Connect after May 2026.
View GuideManaging Users and Permissions in Additional Modules in EPM Connect - pre May 2026
A step by step guide to managing users and permissions within the Training & CPD, Performance, SCR, School Workforce Census and Recruitment modules. Applies to customers joining EPM Connect before May 2026.
View Guide