BATCH-ADD REQUIRED EMPLOYEES


How do I Assign Required Training to Multiple Employees?

TRAIN TRACK® allows you to assign required training to individual employees as a group. You may open a screen that lists all of your employees, check off the ones you wish to require the training for, and add them all at once.

To add required training for a group of individual employees all at once, follow these steps

  Tutorial: Batch-add Required Employees
Step Illustration
1. From any screen, click Training List from the navigation pane on the left.
2. The Training List screen will open. Locate the training you wish to add requirements for and double-click on the Title.
3. The Training Detail screen will open. Click Batch Add Requirements from the ribbon.
4. A pop-up screen will open. There are three ways to select employees from this list:

4a. If you want to automatically check everyone with a specific job title, select the job title and click Check.

4b. If you want to automatically check everyone from a specific department, select the department and click Check.
4c. Otherwise, just check the Check-box next to the names of the employees you wish to enroll.
5. Click Add. All employees showing a checked box will have the requirement added.