The Required tab displays who is required to complete this training. You can assign required trainings by job title, department, individual, hire date, or any combination.

Require for All Employees

If all employees are required to complete the training, 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.

Require by Job Title

If all employees within a specific job title are required to complete the training, Under Required for these Job Titles, select the job title.

Require by Department

If all employees within a specific department are required to complete the training, Under Required for these Departments, select the department.

Require for Individuals

If only selected employees need a training, select the name under Required for these Individuals.

Require by Hire Date

To assign a required training only for employees hired within a specified date range, 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.

Add Requirements as a Group

To add this training as a requirement for a group of employees at once, click Add as a Group. A screen will open to allow you to select employees from a list.

Check the box next to the names of the employees required to complete the training, and click Add.

Delete Requirement

To delete a training requirement, right-click on the arrow to the left and select Cut from the pop-up menu.