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Training Overview and Setup

The training section serves as a powerful tool after establishing systems and policies. It aims to streamline the onboarding process by assigning relevant policies and systems to new team members based on their roles.

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🛠️ Assigning Training Tracks

Create dedicated sections for new team members and specific roles within the training area. Customize training tracks for each role, ensuring relevant policies and systems are covered.

To set up and assign a new track, follow these steps:

  1. Navigate to the Training section from the main dashboard.
  2. Click on the Create New Track button.
  3. Name the track based on the department or role, for example, Sales Onboarding.
  4. Select the specific policies and systems you want to include by checking the boxes next to their names.
  5. Click Save Track to finalise your custom training pathway.

👥 Role-Specific Training

Structure training based on roles rather than individual team members. Recognize that distinct roles have varying information needs, so it is best to provide role-relevant training content.

To link a training track directly to a specific company role:

  1. Go to the Roles & Permissions tab.
  2. Select the specific Role you wish to configure.
  3. Click on Link Training Track within the role settings menu.
  4. Choose the appropriate track from your pre-made list.
  5. Click Apply Changes to ensure every team member assigned to this role automatically receives this training.

🎉 You're All Set!

You have successfully set up your role-specific training framework. Your onboarding process is now streamlined, automated, and perfectly tailored to set your new team members up for absolute success.