The first step to get your employees to complete a training or report information is by adding them into the Compliance platform. Follow the steps below to learn how to start manually adding employees into Compliance.
Log into your Compliance account and navigate to the“People section.
Click the Add a New User button in the top right corner (next to the import options).
3. From there you will be required to fill in the following fields: Role, First Name, Last Name, and Email.
For more information on standard and custom roles, check out THIS article.
The other fields are optional but it is best to include as much information as possible to help with reporting or filters you may use later down the line.
4. You also have the option to Send Welcome Email now or later. The welcome email includes the URL for employees to log into Compliance as well as instructions on how to do so. Some companies prefer to send their employees an intro email prior to them setting up an account in Compliance.
5. Once you click Save, the employee will be added to your company's Compliance account and they can begin reporting information or complete a scheduled training.
6. Repeat until you have added all the employees into the system.