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Apprenticeship end-of-programme completion checklist

The mirror of the learner onboarding checklist — everything your team needs to do after EPA results are received to close a learner's record correctly. Covers ILR achievement recording, ESFA notification, certificate collection, employer notification, file archiving, and post-programme follow-up.

ILR achievement recording Certificate collection File archiving Employer notification

Published: 4 March 2026. Format: CSV workbook starter.

Completion stages covered

EPA results received

  • EPA grade confirmed from EPAO
  • Grade recorded in learner's e-portfolio
  • Learner notified of result
  • Employer notified of result

ILR record update

  • Actual end date updated in ILR
  • Outcome code set correctly (e.g. outcome 1 — achieved)
  • Achievement date recorded
  • Grading outcome field populated

Certificates and documentation

  • Apprenticeship certificate ordered from IfATE
  • Functional skills certificates retained on file
  • EPA certificate received and filed
  • Prior learning certificate copies retained (if applicable)

File archiving

  • Learner file archived per retention policy (minimum 3 years post-completion)
  • E-portfolio record locked or archived
  • Employer portal access reviewed (deactivate or retain per agreement)
  • Personal data reviewed against GDPR retention schedule

Post-completion actions

  1. Update the ILR and submit in the next available window — do not let achievement records sit unsubmitted.
  2. Check ESFA's apprenticeship service shows the completion status updated — employer levy accounts need to reflect the completion for their own records.
  3. Confirm the apprenticeship certificate has been ordered (via the apprenticeship service or IfATE portal as applicable).
  4. Send the employer a completion notification letter — some employers require formal documentation for HR records.
  5. Conduct a post-programme review with the employer: what worked, what could improve, and whether they want to start more apprentices.

Common errors at completion

  • ILR not updated after EPA results — learner remains "active" in ESFA systems, affecting funding reconciliation.
  • Wrong outcome code used — check current ILR spec; outcome codes change between academic years.
  • Certificates not collected — creates gaps in the learner's record that can be flagged in audits years later.
  • File archived before GDPR retention period is confirmed — data deleted too early is an enforcement risk.

Automate completion workflows?

Prentice triggers end-of-programme workflows automatically when EPA results are received — updating records, notifying stakeholders, and flagging outstanding steps so nothing is missed in the completion process.