Platform Tour

To get you started, let’s go through the heart of the platform: your Dashboards, the People section, and Employee Profiles — the core tools that will help you manage your people and track progress.

📊 Dashboards: Your Central Hub

As soon as you log in, you’ll be greeted by the dashboard. This is your central hub for quick access to all the insights, including:

  • Employee Distribution: Get a clear picture of how your employees are spread throughout the business.
  • Training Performance: Check out an overview of completed, in-progress, and upcoming training sessions. You’ll know exactly where your team stands.
  • Filters & Reports: Need to generate reports for compliance or internal purposes? Use filters to customise and create reports that fit your needs.

💡 Pro Tip: Your dashboard works best when all your information is filled in. The more complete your data, the clearer the insights and reports you’ll get.

Learn more about dashboards here.

Distribution dashboard example
Training dashboard example
Completion dashboard example

👥 People

People section example

In the People section, you can manage all your learners, their supervisors, and other employees. This is where you’ll handle onboarding, assign responsibilities, and keep track of reporting lines.

  • ➕ Add New People: Quickly add new employees by entering their basic information or simply upload a file to add them in bulk.
  • 🔗 Manage Reporting Lines: Create or update reporting lines to link employees to their supervisors or managers. You can adjust this anytime as your employees grow or changes.

Learn more about people here.

📝 Employee Profiles

Each person on your platform has their own Profile, where you can view and manage all their important details:

Employee profile example
  • Profile, Contact & Training Details: View contact info, job title, and performance metrics at a glance.
  • Real-Time Updates: Keep profiles up to date by adjusting reporting lines, tracking course progress, and updating information in real time.
  • Add Notes: Stay on top of things by adding notes to profiles, ensuring everyone is up to date with the latest info.

Learn more about employee profiles here.

Employee profile example showing training records

Next Steps: Key Actions 🚀

Now that you’ve had a quick tour, you’re ready to get hands-on! Check out our Key Actions article to dive into the tasks that are most likely going to be your first actions, like adding people, setting up your profile, and enrolling learners.

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