Key actions to get started
Here are the key actions you’ll want to take to get fully set up on the platform. These steps are simple, but they’ll make a big difference in getting you onboarded smoothly.
👥 Uploading People: One by One or in Bulk
To get started, you’ll likely need to upload learners, supervisors or other people into the platform. You can choose to upload them one by one or in bulk:
- Add One Person at a Time: For small or specific additions, you can manually input individuals’ details one by one. For detailed instructions, refer to our main Add People Tutorial.
- Bulk Upload: For larger groups, the bulk upload feature is a time-saver. You can upload multiple people at once, and this method allows you to simultaneously update reporting lines and add supervisors, ensuring your organisational structure is in place from the start. For detailed instructions, refer to our main Bulk Upload People Tutorial.
📚 Enrolling Learners: Quick and Efficient
When it comes to enrolling learners, you have several flexible options to fit your needs:
- Enrol in a Specific Course: Quickly enrol learners into a specific course with one action when the same training applies to everyone. Check out our detailed Enrolling Learners Tutorial for more guidance.
- Bulk Upload via Spreadsheet: If you need to create enrolments for multiple courses or manage large training programs, the bulk upload spreadsheet allows you to efficiently assign learners to different courses all at once. This is perfect for saving time when working with larger datasets. Check out our detailed Enrolling Learners via Spreadsheet Tutorial for more guidance.
💡 Tip: During the bulk upload enrolment, you can also upload new learners directly. This allows you to add and enrol learners in one streamlined process, saving you time and effort.
For Historical Enrolments: If you need to upload historical enrolment records, it’s best to contact your account manager. They’ll guide you through the process to ensure the data is accurately captured.
Need More Help?
If you have more questions, want to upload historical enrolment records, or want to dive deeper into any of these features, feel free to contact your account manager or explore our Knowledge Hub for detailed guides, tutorials, and helpful resources.