Complete Assigned Training

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Use My Trainings to view and complete training assigned to you. The required action depends on the completion method selected by your organization.

Open an assigned training

  1. Go to My portal → Training → Dashboard, and find the training you want to review or complete.

You can also find training assignments in Notifications. Select a training notification to open the assignment.

Dashboard summarizes your assignments and groups training by its completion state and due date.

State

Description

Assigned

The training has been assigned to you and has not been recorded as complete.

Due soon

The training is incomplete and due within the next 30 days.

Overdue

The training is incomplete and its due date has passed.

Awaiting verification

Your completion information has been submitted and is waiting for manager verification. Select the training name to review your submission.

Completed

The training has been recorded as complete. It appears under Recently completed on Dashboard and in History.

The available action on each training card depends on its completion method and current state.

Review the assignment details

Select the training name to open its details. Depending on the completion method and assignment state, the window may display:

  • Due date

  • Assignment date

  • Completion method

  • Cadence, such as one-time or recurring

  • Estimated completion time

  • Description, policy text, or instructions

  • Completion fields or submitted completion information

Review the instructions and complete the training by its displayed due date.

For Visit external link, complete the required activity on the external website, then record your completion in WorkEasy Software.

  1. On the training card, select Start training. The external website opens in a separate tab.

  2. Complete the required activity on the external website.

  3. Return to My portal > Training.

  4. Select the training name to open its details.

  5. Under Submit completion, review the instructions and submission deadline.

  6. In Completion date, select the date you completed the training.

  7. If applicable, enter the Certificate number (optional).

  8. Complete any additional required fields displayed for the training.

  9. Select Mark complete.

Opening the external website does not record completion in WorkEasy Software. The website may require a separate account. Contact your manager if you cannot access the training provider.

Read and acknowledge training

For Read & acknowledge, review the policy or other written content and submit your acknowledgment.

  1. On the training card, select Acknowledge.

  2. Read the displayed policy text. Scroll through the content if necessary.

  3. Select I have read and understand this policy.

  4. In Type your full name to sign, enter your full name exactly as shown below the field.

  5. Select Sign and submit.    Training acknowledgment form with policy text, acknowledgment checkbox, signature field, and Sign and submit

Upload completion proof

For Upload proof, provide a certificate, attestation, license, or other document showing that you completed the training.

  1. On the training card, select Upload completion proof.

  2. Review the training instructions.

  3. Under Upload your proof of completion document, drag your file into the upload area or select Choose file. The file must be in PDF, PNG, or JPG format and must not exceed 10 MB.

  4. In Issuer, enter the organization or provider that issued the completion document.

  5. In Completion date, select the date you completed the training.

  6. If applicable, enter the Certificate number.

  7. Review the uploaded file and completion information.

  8. Select Mark complete.

If manager verification is required, the training appears under Awaiting verification until your submission is verified.

Complete training requiring manager sign-off

For Manager sign-off, an authorized manager records your completion.

  1. Select the training name and review its instructions.

  2. Complete the required activity with the appropriate manager, supervisor, instructor, or evaluator.

  3. Ask the authorized manager to record your completion in WorkEasy Software.

The assignment remains incomplete until the manager records your sign-off.

Review the completion status

After submitting completion or receiving manager sign-off, return to My portal > Training and select Dashboard.

If the training appears under Awaiting verification, your submission still requires manager verification. Select the training name to review the submitted information.

Training recorded as complete appears under Recently completed and in History.

View completed training

  1. Go to My portal > Training.

  2. Select History. History displays completed training, completion dates, and available completion information, such as acknowledgment details or uploaded certificate names.

  3. Enter the training name in Search history, or use the year filter to narrow the results.

  4. Select the All years dropdown to display records from every available year.