How To - Configure Training Profiles

Configuring Training Profiles

  1. From the Admin tab, go to Company Settings>Profiles/Policies>Training
  2. Click on New Training Profile to create a new profile
  3. Once inside the profile set-up screen, enter the required information to be tracked.
  • Name: Name of the profile you are creating
  • Description: A short description of the profile
  • Active: Check this box to make it active and able to be assigned to an employee

4. Once you have completed the top portion, you can then add the Courses/Certifications that you would like to associate with this profile. Click on the Add Course/Certification button

5. A pop-up box will appear and allow you to choose from the list of previously created Courses/Certifications to add to the profile. Click on the flag next to the desired course/certification and repeat as needed. 

6. Click save in the top, right corner when completed.