--- title: "Choose How a Training Is Completed" slug: "choose-how-employees-complete-training" description: "Choose the right training completion method with WorkEasy Software to streamline employee training, from external links to manager sign-off." tags: ["Completion Methods", "Employee Training", "Training Requirements"] updated: 2026-10-09T18:07:24Z published: 2026-10-09T18:07:24Z canonical: "help.workeasysoftware.com/choose-how-employees-complete-training" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Choose How a Training Is Completed When creating a training, you must choose how employees complete the training requirement. The selected completion method determines what employees see, how completion is recorded, and whether manager verification is required. Go to **HR Data Management → Training** and select **New training**. In **Step 1: Details**, select a completion method under **How is it completed?** After completing the required details, select **Next: Content** to configure the content or instructions for that method. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-KYNDZGT4.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A44%3A22Z&se=2026-11-01T16%3A44%3A22Z&sr=c&sp=r&sig=A7PcNuDrv2uZ0%2BOu2n4AnjUCPAkrqTLkzMIl%2FkMCJLk%3D) ## Completion methods overview WorkEasy Software provides four completion methods. Select the option that best matches how employees complete the training. | Completion Method | Best Used For | Manager Review Required | | --- | --- | --- | | **Visit external link** | Training hosted in an external LMS or vendor portal | Required when **Employees can mark as completed** is disabled | | **Read & acknowledge** | Policies, procedures, handbooks | No | | **Upload proof** | Certificates or proof of completion | Required when **Employees can mark as completed** is disabled | | **Manager sign-off** | Hands-on or instructor-led training | Yes. A manager records attendance and signs off | ## **V**isit external link Select **Visit external link** when employees complete training in an external learning management system (LMS) or another training website. Employees open the external website, complete the training, and then return to mark the assignment as completed. Examples include: - Safety training portals - Vendor certification websites - Corporate LMS platforms In **Step 2: Content**, enter the training website address in **Content URL**. You can also add **Instructions for the employee (optional)**. Enable **Require proof upload** if employees must submit a certificate, screenshot, or other evidence of completion after completing the external training. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-QINSUSTO.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A44%3A22Z&se=2026-11-01T16%3A44%3A22Z&sr=c&sp=r&sig=A7PcNuDrv2uZ0%2BOu2n4AnjUCPAkrqTLkzMIl%2FkMCJLk%3D) ## Read & acknowledge Select **Read & acknowledge** when employees must review information and confirm they have read and understood it. This option is commonly used for: - Employee handbooks - Company policies - Compliance documents - Workplace procedures In **Step 2: Content**, enter the information employees must review in **Policy text**. Employees read the policy in WorkEasy Software, select **I have read and understand this policy**, enter their full name exactly as shown in their profile, and select **Sign and submit**. ## Upload proof Select **Upload proof** when employees must provide documentation showing they completed training. Examples include: - Certification certificates - Course completion documents - Licenses - Continuing education records In **Step 2: Content**, enter **Instructions** explaining what employees must upload. When **Employees can mark as completed** is selected, submitting proof completes the assignment without manager verification. When it is cleared, the submission requires manager verification before the assignment is marked complete. ## Manager sign-off Select **Manager sign-off** when completion must be verified in person. This option is commonly used for: - Equipment demonstrations - Hands-on training - Practical evaluations - Instructor-led training sessions In **Step 1: Details**, enter the date and time of the training session in **Training date**. In **Step 2: Content**, use **What does the manager attest to?** to describe what the manager is confirming. Employees can view the training details but cannot complete this method themselves. A manager records completion. ## Employees can mark as completed This setting is available for **Visit external link** and **Upload proof**. When enabled, employees can submit completion from **My portal → Training** and complete the assignment without manager verification. Any required proof must still be uploaded. When disabled, employees can select **Submit for verification**. The assignment remains **Awaiting verification** until a manager approves it. **Read & acknowledge** uses an acknowledgement and typed-name signature. **Manager sign-off** requires the manager to record attendance; employees cannot complete it themselves. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/training-07-employee-mark-complete.gif?sv=2026-02-06&spr=https&st=2026-11-01T15%3A44%3A22Z&se=2026-11-01T16%3A44%3A22Z&sr=c&sp=r&sig=A7PcNuDrv2uZ0%2BOu2n4AnjUCPAkrqTLkzMIl%2FkMCJLk%3D) ## Choosing the right completion method | If you want employees to... | Use... | | --- | --- | | Complete training in another system | **Visit external link** | | Read a document or policy | **Read & acknowledge** | | Submit documentation | **Upload proof** | | Be evaluated by a manager | **Manager sign-off** | ## Related - [Complete Assigned Training](/complete-assigned-training.md) - [Create and Manage Training](/create-and-manage-training.md) - [Training Overview](/training-overview-1.md)