1. Set up your Subscription
2. Account Setup
- Enter your locations (if multiple locations)
- Enter your departments
3. Training Data Setup
- Set up Training Checklists for each position with corresponding levels within each
Department. - Enter Skills Modules with Skills for each Training Checklist. tip: use the bulk upload tool to speed up entering your skills
- Create quizzes to assess competency for completing Training Checklists
4. Set up Employee Accounts
- Create an account for each employee
- Assign each employee to a location and department
- Designate employees as Location or Department managers
- Designate employees as Signers for Skill Modules
5. Roll out plan for Managers and Signers
- Train Managers and Signers how the program works and how to view employee progress and
sign-off on skills.
6. Assign Training Modules
Now you're ready to start tracking progress.