Create training to assign learning activities, policies, external courses, proof uploads, or manager sign-off requirements to employees in WorkEasy Software.
Choose an existing category when creating a training, or add one first. For creating, renaming, deleting, or finding categories, see Manage Training Categories.
Before you begin
Make sure:
You can access HR Data Management → Training.
You have permission to manage Training.
You have reviewed the existing categories to avoid creating duplicates.
Create training
Go to HR Data Management → Training.
Select New training.
In the Create training window, complete Step 1: Details.
In Title, enter the training name.
In Description, enter what the training is for and who needs it.
In Category, select a training category.
In Estimated hours, enter the expected completion time.
Under How is it completed?, select one completion method.
To automatically reassign the training after completion, select Recurring training.
In Reassign every, enter the number and select months or years.
For Visit external link or Upload proof, select the Employees can mark as completed checkbox to allow employees to self-report completion. Leave it cleared when manager verification is required.
Select Next: Content.
For Visit external link, enter the Content URL and any employee instructions. Select Require proof upload if employees must also provide evidence of completion.
Select Next: Assign.
In Step 3: Assign, choose whether to assign the training now:
Assign now: Under Audience, select Everyone, Specific group, or Specific employee, and choose the applicable recipients.
Assign later: Select Save without assignment. You can assign the training later from Catalog.
Under When is it due?, select a deadline option and enter the applicable number of days or date:
X days after assignment: Calculate each employee’s deadline from their assignment date.
Fixed date: Set the same deadline for everyone.
X days after hire date: Calculate each employee’s deadline from their hire date.
No due date: Create the training without a completion deadline.
If assigning the training now, select Notify assignees to send employees a notification with the due date and a link.
Select Next: Review.
In Step 4: Review, check the training details, content, and assignment settings.
Select Create & assign to create and assign the training. The button label reflects the selected audience. If you selected Save without assignment, select Create training instead.
Completion methods
The completion method determines what employees must do to fulfill the training requirement.
Visit external link: Employees complete training in an external LMS or vendor portal. You can also require them to upload proof of completion. Manager verification is required when Employees can mark as completed is cleared.
Read & acknowledge: Employees read the policy, 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: Employees upload proof of completion. Manager verification is required when Employees can mark as completed is cleared.
Manager sign-off: A manager confirms completion after observing the employee complete the training in person.
Recurring training
Select Recurring training when employees must complete the same training again after a set period.
When recurring training is enabled, use Reassign every to define how often WorkEasy Software reassigns the training after completion.
What happens next
If you assigned the training, employees can complete it using the selected completion method. Uploaded proof that requires manager verification appears under Pending review, with an assignment status of Pending verification. Track assignment progress under Overview on the Training page.
If you created the training without assignments, open Catalog to assign it later.