The Manage Area
The Manage Area lets you assign courses and check your team's progress. The tabs at the top of your manage area let you report and assign training based on users, content or groups.
User Reporting
You can see in the user tab how many completed, due, and overdue task each user has. You can also view your users details and view their progress by Exporting a CSV from either the User tab or the courses tab. In addition to this you can click into the user for information about what courses they've been assigned.
Users Details
You can click into each user to see more details about them. In this area, you can assign courses and content, see what groups the user is a member of, adjust the user permissions in the settings area & archive users.
⚠️If your company has an integration with their HR platform, archiving users and adding new users will be done automatically.
Go to Help Documents for Users
Uploading Users
You can add users individually or by bulk upload.
⚠️If your company has an integration with their HR platform, archiving users and adding new users will be done automatically.
You may also want to upload your team's previous training records. If this is the case, please get in touch with us at hello@tayl.net.
Content (Courses, Pathways, Docs to Sign, and Resources)
By clicking any of the content tabs, you can see what content is available and which users have been assigned what content.
You can also go into more detail and individually assign users content, see when they completed each piece of content, download user certificates and more.
Go to Help Documents for Courses
Go to Help Documents for Pathways
Go to Help Documents for Docs to Sign
Go to Help Documents for Resources
Groups (Departments, Roles, Locations, and More)
Groups let you assign courses to multiple users at the same time. When you add users into a group, they're automatically assigned the content that is in the group and any content added to that group in the future.
Groups are handy to ensure everyone in your team with the same responsibilities is getting the same training materials. You can also change the group names in the settings to whatever best suits your needs.
Go to Help Documents for Groups
Libraries
Libraries let you assign users to collections of optional courses. It's useful for giving your team access to extra training that isn't essential for their role but still useful. Once you've created libraries in the create area, you can add users to your libraries in the manage area. These users will be able to self-enrol in these courses and do them in their own time.
Go to Help Documents for Libraries