---
title: "Create and Manage Training"
slug: "create-and-manage-training"
description: "Create and manage training in WorkEasy Software, assigning activities, policies, and courses to employees with easy category organization and completion tracking."
updated: 2026-10-09T16:26:40Z
published: 2026-10-09T16:26:40Z
canonical: "help.workeasysoftware.com/create-and-manage-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.

# Create and Manage Training

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](/main/docs/manage-training-categories-1).

## 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

1. Go to **HR Data Management** → **Training**.
2. Select **New training**.
3. In the **Create training** window, complete **Step 1: Details**.
4. In **Title**, enter the training name.
5. In **Description**, enter what the training is for and who needs it.
6. In **Category**, select a training category.
7. In **Estimated hours**, enter the expected completion time.
8. Under **How is it completed?**, select one completion method.
9. To automatically reassign the training after completion, select **Recurring training**.
10. In **Reassign every**, enter the number and select **months** or **years**.
11. 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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-X6WAQF7N.png?sv=2026-02-06&spr=https&st=2026-11-01T16%3A36%3A42Z&se=2026-11-01T17%3A36%3A42Z&sr=c&sp=r&sig=02fCQANQWoSswFrRcuBjtUlDdi6nTt2wtgPrGtRIySE%3D)
12. Select **Next: Content**.
13. For **Visit external link**, enter the **Content URL** and any employee instructions. Select **Require proof upload** if employees must also provide evidence of completion.
14. Select **Next: Assign**.
15. 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**.
16. 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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-LRPGDBHS.png?sv=2026-02-06&spr=https&st=2026-11-01T16%3A36%3A42Z&se=2026-11-01T17%3A36%3A42Z&sr=c&sp=r&sig=02fCQANQWoSswFrRcuBjtUlDdi6nTt2wtgPrGtRIySE%3D)
17. If assigning the training now, select **Notify assignees** to send employees a notification with the due date and a link.
18. Select **Next: Review**.
19. In **Step 4: Review**, check the training details, content, and assignment settings.
20. 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.

## Related

- [Training Overview](/training-overview-1.md)
- [Troubleshoot Your Training Assignments](/troubleshoot-your-training-assignments.md)