Perform & Engage 365 enables you to easily keep track of any training courses you might be running for your employees. It can be accessed from your dashboard by clicking the ‘Training’ tab in the ‘My Team’ section.
On this screen, you can enter the details for any training available to your staff. There are separate tabs for official certifications and your company’s own training courses. To add a training course, click the blue ‘Add New’ button to the right of the row.
In the ‘Add Training Package’ menu, you can fill out a name, description, and deadline. You can attach necessary documentation with the button to the left, below the tick boxes. You can also link to it online, provided the ‘Link to training’ box is ticked.
Ticking ‘Enable completion link’ will provide a space for employees to upload the completed exercises. Finally, there is the ‘Live’ tickbox, which you should leave un-ticked until all the details of your training course are in place. When you’ve filled in the details on this screen, just click ‘Create’.
Back on the ‘Training & Certification’ screen, our training course is now visible. The green icon under status shows that it is live. On the right are three buttons, allowing you to add team members to the course, edit its details, or delete it.
There is also our external link to the training documentation, represented by the blue chain-link icon. So to add team members to the course, click the first button with the people icon.
This will bring up the ‘Training Assignment’ menu. To assign employees, tick the boxes next to their names. Ticking the box in the very top row will automatically tick every team member. Once you have made your selections, press ‘Save’.
You now have the option to assign the team members to the course, or mark them as having completed it if they have done so prior to being set up on Perform & Engage 365. If someone completes the course after being assigned to it, you will have to mark them off as well.
To mark an employee as having completed the assignment, return to the ‘Training Assignment’ menu. Click ‘Assigned users’.
To the right, we can see their training status, which is currently marked as not complete. Clicking this will expand the row for that employee with additional options.
Use the dropdown menu to change the training status to ‘Complete’. Then click the blue tick button to confirm it. Or, if you clicked the wrong row by mistake, click the cross to collapse it again.
When you’ve marked employees off as completing the course, be sure to click ‘Save’ at the bottom of the ‘Training Assignment’ menu, or it won’t register. Note that team members who have completed their training will also still appear in the ‘Assigned To’ column.