Training checklists

A new hire's first week is a checklist: read the handbook, watch the register video, shadow a closing shift, sign the policies. Training turns that into a course they work through on their phone, while you see who's finished and who's behind.

Make a training

1. Go to Training in the left menu and click + New training. (Admins, and the people they pick under Who can post on the Announcements page.)
2. Give it a Name and say what it's for.
3. Add steps in order with the buttons under Steps:
   • Read: an article, Company Hub page or document. Paste its link.
   • Watch: a video. YouTube and Vimeo links play right in the step.
   • Do: something to do in person. Tick Their manager signs this off when the manager should confirm it, like "Shadow a closing shift".
   • Answer: a question. Add choices and tick the right one to require it, or leave the choices empty for a typed answer.
   • Sign: they confirm a policy by typing their name.
   • Section heading: groups the steps below it, like "Week 1".
4. Set Due: how many days after it's assigned.
5. Leave Certificate when finished on to give people a certificate, and pick how long it's Good for if it needs redoing, like food safety every year.
6. Tick Assign to new teammates automatically to give it to everyone who joins, or only people at chosen locations or teams.
7. Click Save training.

Assign it

On the training's page, under People, pick people (or Everyone not assigned, a location or a team), set a due date if you want a different one, and click Assign. Each person gets a notice and an email with a link to start.

Doing a training

Trainees see their trainings on Home and on the Training page, with how far along they are. A training opens one step at a time, with the list of steps on the side.

• For a reading or a video, open it first, then click I've read it or I watched it.
• For a question, pick or type the answer and click Submit answer. A wrong answer says "Not quite" so they can try again.
• For a policy, type their full name and click Sign.
• A step their manager signs off waits for the manager.

Following along

The training's page lists everyone on it: steps done, due date (overdue in red) and when they last did a step. Remind emails one person. Reminders also go out by themselves 3 days before it's due, on the due day, and once a week after that until it's finished.

Managers can open their people's trainings to sign off steps. People report to the manager set in Settings → Members. Trainers can Reset this step if someone needs to redo it.

Certificates

Finishing a training with certificates on issues one: the person's name, the training, your company and logo, the date, a certificate number, and Good through when it expires. Open it from the finished training, from My certificates on the Training page, or from someone's training log. Click Print or save as PDF to print it or keep a copy.

When a certificate is 30 days from expiring, the training reopens for that person, due on the expiry day, and they get an email to redo it. The old certificate stays in their log.

Each person's training log

On the Training page, open People (trainers see everyone; managers see the people who report to them). Each person shows open trainings and flags: overdue, expired and expiring soon. Use Overdue or Certificates expiring or expired to see only those.

You can also open someone's log from People (the 🎓 beside their name) or from Settings → Members (open the person, then Training log). Click a name for their training log: everything assigned, with how far along they are, when it was due and their last step, plus every training they've finished with its certificate. People can see their own log too.

Overdue training

• An overdue training shows in red on the training's page, in People, and in the person's log.
• Trainers and managers see "N trainings are overdue on your team" on Home.
• The day after a training goes overdue, the person's manager gets a notice and an email (they can turn the email off with Someone I manage is overdue on a training in Settings → Notifications).

Changing a training

Edit the steps anytime. People who already finished stay finished unless you add new steps. Archive it to stop assigning it; people's progress is kept.