Ordering for Your Team (Key Person / Bulk Orders)

If you’re ordering courses or exams for multiple employees, you can use the Bulk Order portal to enroll your whole team in a single session — including filing for CE credits on their behalf.

Before You Start

• Each employee must have an Institutes account before they can be added to an order. Have employees create accounts first at TheInstitutes.org.
• You’ll need each employee’s Student ID. If you don’t have them, you can look them up using the Search Students feature within the portal (see below).
• Know which courses and exams you need — these are separate purchases, even in bulk.

How to Place a Bulk Order

1. Log in and go to the Bulk Order portal.
2. Select the Bulk Order: Online Courses and Virtual Exams tab.
3. For each employee, enter their Student ID and use the dropdowns to select:
   • Product Type (Designation or CE)
   • Program
   • Course
   • Exam Window
   • Product
4. When prompted “Do you want to file for CE on behalf of this student?”, select Yes to include CE filing or No for course-only orders.
5. Click + Add More Rows to add additional employees to the same order.
6. Complete checkout when all employees have been added.

How to Find a Student ID

If you don’t have an employee’s Student ID, use the Search Students feature within the Bulk Order portal:

1. Click Search Students at the top of the order form.
2. Enter the employee’s first name, last name, or email address and click Submit.
3. Select the correct student from the results and click Add Selected Student — their Student ID will populate automatically.

Filing CE on Behalf of Employees

During the bulk ordering process, you can file for continuing education (CE) credits on behalf of your employees at the same time as ordering their courses. When the CE prompt appears for a student row, select Yes – Show Me the Available CE Credits to see eligible credits and include them in the order.

Online Self-Study Order Form

Some corporate L&D teams submit batched enrollments via an Online Self-Study Order Form (typically attached to an email to Customer Success). This is a parallel path to the Bulk Order portal — useful when a Key Person prefers a single attached form over portal entry, or when invoicing through a corporate billing account.

How it works

1. Complete the Online Self-Study Order Form. Your account manager can provide the form — if your organization has a standard template on file, use that instead.
2. Email the completed form to Customer Success. Include any PO number, billing account code, or sponsorship reference in the email.
3. Customer Success processes the order and sends a confirmation when course access is ready for each student.

What to expect

• Processing time: typically several business days; longer at the start of a testing window or during high-volume periods.
• Confirmation: you’ll receive an email when processing is complete. There is no need to email separately to confirm receipt — duplicates slow down processing.
• Missing students: if a row can’t be processed, you’ll get a follow-up with the specific issue (account not found, name mismatch, course not available, etc.).

Bulk Order portal vs. Order Form — which to use

Key Person Access

A Key Person is an authorized company representative who can view employees’ grades, exam registrations, and progress through The Institutes’ reporting tools.

How to Request Key Person Access

1. Obtain a signed letter on company letterhead from your HR/Training manager or upper management requesting Key Person access.
2. Email the letter to your assigned account manager or Customer Success.