Learning

The Employees app tracks two kinds of learning: virtual eLearning courses, or onsite in-person training. Both certifications and training attendance records are kept in the Employees app, and all completed courses and certifications are logged in the Resume tab of each employee record.

eLearning

To train employees using eLearning courses, the eLearning app must be installed.

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Courses can be created either through the Employees app or the eLearning app.

First, navigate to Employees app ‣ Learning ‣ eLearning, and the eLearning Courses dashboard loads. All currently configured courses appear in a list view. Each course displays the following information:

• Name: The name of the course.

• Tags: Add relevant tags, such as level, topic, etc.

• Responsible: The user responsible for the course, including inviting participants and updating the course as needed. The creator of the course does not have to be the Responsible person.

• Course Type: This field determines the format of the course. The two available options are:

  • Training: The content must be viewed in order.

  • Documentation: The employee can view the content in the order they choose.

Create an eLearning course

No courses come preconfigured in the Employees app. Courses must be created, in either the Empoyees app or the eLearning app.

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Once a course is available, it is accessible from both apps.

To create an eLearning course, navigate to Employees app ‣ Learning ‣ eLearning. Click the New button in the upper-left corner, and a blank eLearning Course form loads.

Follow the directions for creating a course, including adding the content, description, options, and karma tabs.

Important

Only users with the proper access rights can view, modify, or create any learning course.

Invite employees

From the eLearning Courses dashboard, invite employees to take a course. Navigate to Employees app ‣ Learning ‣ eLearning, click on the desired course from the list, and the course form loads. Click the Add Attendees button and an Enroll Attendees to (Course Title) pop-up window loads.

Add all desired employees to the Recipients field using the drop-down menu. All employees in the database are available in this list.

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To filter only employees, click into the Recipients field, then click Search more….

In the Search: Recipients pop-up window that loads, filter the results by clicking into the search box and selecting Employees in the Filters column. Only employees are presented, excluding other companies or vendors. Click the checkbox to the left of the Name column to select all employees.

The email uses the default Elearning: Add Attendees to Course Mail Template, which includes a dynamic subject line that includes the course’s name.

Make any desired changes to the email, attach any necessary files, then click Send to invite the employees.

Once the invitation is sent, the recipients appear in the attendees list. Click the Attendees smart button to view all invited attendees.

Once the employee completes the eLearning course, the training appears on their employee record, in the Resume tab.

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Alternatively, click the Invite button, and an Invite Attendees to (Course Name) pop-up window loads. Copy the course link by clicking the (Copy) icon to copy the link and send it to employees. Or, click the Send Email toggle to email employees.

Onsite

The Employees app can also track in-person training. These can take any format, from lectures to interactive training. To create onsite training courses, the Events app must be installed.

Onsite training can be created either through the Employees app or the Events app. All courses created appear in both apps.

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Once an onsite training is available, it is accessible from both apps.

To view all currently configured onsite courses navigate to Employees app ‣ Learning ‣ Onsite, and the Onsite Courses dashboard loads. All onsite courses appear in a default Kanban view, organized by stage.

Click on an onsite training card to view the details.

Create an onsite course

To create a new onsite training, navigate to Employees app ‣ Learning ‣ Onsite. Click the New button in the top-left corner and a blank Onsite Courses event form loads.

Fill out the event form to configure the onsite training course. When completed, the option to publish it to the website is available, if desired. This option is only available if the Website app is installed.

Invite employees

Once the onsite training is configured, the next step is to invite employees. Navigate to Employees app ‣ Learning ‣ Onsite and click on the course Kanban card. Click the Invite button in the upper-left corner, and a blank mailing form loads.

The form only allows for inviting employees via Email. The Subject is Event: (Event Title) by default, and can be changed if desired.

Next, add the employees to the Recipients in the respective field, then create the body of the email.

Click Send, and a confirmation pop-up window loads. Click Send to all on the pop-up window and the invitations are sent.