Add Employees to a Training Explainer Video
How to Add Employees to a Training
For a newly created training, you'll first click into the training and then select click the blue "Add Employees" button.
From here, you'll see two options: 1. The option to record a group training, and 2. The option to add individual employees to a training.
Record a Group Training
Select the "Record a Group" option if you want to automatically add multiple employees who have recently completed the training. In this case, the employees you add have completed the training already (usually in a group setting).
By selecting this option, you'll be shown a screen where you can select from a list of your employees employees who completed the training. Select the employees and then click "Next."
You'll then specify the date the training was completed by the selected employees, and you'll specify when the training will expire. Once you've added this information, you can click "Add Training" and the employees will be added to the training and their status will show that they've completed the training.
Add Required Employees
Select the "Add required employees" option if you want to add employees individually. In this case, you can add employees to the training who have not yet completed the training.
Select from the list of employees in order to specify who is required to complete this training (again, this doesn't mean the training has already been completed)
Click "Save Changes" when you're finished.
The employees will be added to the list, but they will not be credited (yet) with completing the training.