Roles

Roles are an optional way to help you simplify your process and organize relevant trainings according to employee specializations. For example, employees who work in quality control will require a different set of trainings than those who drive forklifts.

For job roles with more complex training requirements, you can also use this feature to create and assign a group of job roles.

For initial training of new employees, this feature can also be used to set up an Orientation role that contains all necessary training topics to get started working at your company in general, or in a specific job role.

Adding Roles

To begin, click Roles in the Control Center.

To create a role, click Add Role on the top right corner

This screen will allow you to name the role, and select relevant Locations, Training Topics and Policies.

Once you’ve saved roles, the Manage Roles section will show you an overview of the roles.

From here you can click on the name of role to edit information and see a list of employees assigned to the role. We will look athow employees are added in the next section.

You can also click on the name of any TrainingTopic or Policy to be sent to that page.