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Overview of the Compliance Training Hub

Jovito Salem avatar
Written by Jovito Salem
Updated yesterday

The Compliance Training Hub is where security managers, compliance officers, or administrators can create courses, assign them to anyone, and follow up to make sure that the work got done.

The Training Hub is flexible enough to be used for both traditional training and for other situations when you need to assign something to an employee for review or completion. For example, the Training Hub can be used for things like an annual security briefing, pre-travel training, a course on your company learning management system (LMS), focused refresher training, a third party offering like CDSE, or just a document you want someone to read.

The sections below include:


Creating A New Training Course

To get started, just click on Training in the left side bar. This will pull up the Compliance Training Hub which will contain all outstanding training assignments. If you don't see anything it's because you're new here and need to create something. Let's get to it!


1. To add a new training, click the + Add a Training Course button on the top right corner.

2. Name your training and add your instructions.

3. Under Coursework, click the button for Upload File or Add Link. This lets you attach either a document or link to the actual training materials. This really can be anything: an internal LMS course, a PowerPoint document, a picture of your kids, or the menu for wherever you're going out to lunch. You are restricted only by your passion for assigning people things to do (and a 15mb limit).

Certificate or No Certificate? Choose Wisely.

Some training will provide an employee with a certification of completion once the course is completed. Or you may want to provide your own certificate of completion. If you do want to require a certificate of completion, please make sure you select the check box at the bottom and if needed, remember to also upload that certificate here if it is not part of the file or URL you previously provided.

Be warned! If you ask a an employee to provide a certificate and there is none for them to provide, the employee may become cranky and tell you about it.


Assign Training to Employees

Once your training details have been entered, you can immediately assign it to people. Skip this step if you do not want to assign anyone training at this time, you can always come back and assign it once you are ready.

If you are ready now, simply search or filter for the employee(s) you'd like to assign. Click the checkbox next to their names to select them. Or, click the checkbox at the top of the table to select the mall.

Click Set Due Date in the bottom-right corner. Then, assign a due date and optionally click the Send Email Notification checkbox to send them an email immediately.

Click Save and Assign to complete the process.

To come back and assign employees after the training is created, navigate to your Training Hub, click the name of any training, and then click Assign Personnel in the top right-hand corner.


Employee Notifications

Once you assign training to an employee, they will receive an email notification stating letting them know they have training that needs to be completed in Compliance. That email looks like this:


Training Status

Once training is assigned, you will see the status of all assignments next to each training in your Training Hub. You also have an authoritative record of completion dates, and you can view a certificate if it was provided by the employee.

Tip: You can use the filters to show only people who have yet to compete their training. Set the filter to Assignment Status > Incomplete



Editing and Cancelling Training Requests

After training is created you are able to edit it at any time. ​If you have admin privileges, that means that you have it in your power to break stuff, so use caution when deleting or un-assigning training.

Simply select your training from the Training Hub and edit its details in the right-side panel:

To cancel or delete a request for training, click on checkbox next to the person(s) name in the training list. Select Delete from the actions toolbar. This will un-assign them from the training.


Reminders

This may sound shocking, but sometimes employees might not do what you ask them to do. If you need to remind an employee about an assigned training, you can do so right from the Training Hub:

  1. Select your Training from the Training Hub list.

  2. Click the checkbox next to the employees you would like to remind (Filter by Assignment Status > Incomplete to help locate them quicker).

  3. Click Remind from the actions toolbar at the top of the table. Those employees will receive another email notifying them to complete the assigned training.


For additional tips and tricks for using the Training Hub, check out THIS article.

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