You may assign training requirements in several ways:

• Go to the training screen, and select the jobs, departments, and/or individuals required to complete the training.
• Go to the employee screen, and select the trainings required for each individual.
• Go to the job title screen, and select the trainings required for each job title.
• Go to the department screen, and select the trainings required for each department.

If ALL employees are required to complete a training, go to the training screen and select All under Required for these Job Titles. Once you have selected “All”, you do not need to select anything in the other two columns, as All employees will already be required to complete the training.

To assign a required training only for employees hired within a specified date range, or if a training will NO LONGER BE REQUIRED* for new employees, go to the training screen and enter the start date and end date at the bottom of the screen. If you enter a date range here, then the training will only show as required for employees who are included in one of the categories you have selected in the boxes, AND were hired within the date range. If you want to require the training for ALL emplyees hired within the date range, you also need to select All under job titles. Both a start date and end date are required. Leave both fields blank to require the training for all employees included in the categories selected from the boxes regardless of hire date.

*Note: If a training is no longer required, you may also set the status to removed. If a training is removed, you will retain the historical data, but the training will no longer be included in reports, with the exception of the custom report and History report.

Add as a Group

You may assign a required training for a group of employees all at once. From the training screen, required tab, select Add as a Group.

A pop-up screen will open. Select employees to include by checking the box next to each name, and click Add.