Line Managers Guide to the Platform

Hi and welcome to your training platform 👋

As a line manager, everything you need to manage your team’s training and compliance lives right here. The platform helps you keep your team trained, compliant, and ready for work - without the admin headache.

Let’s take a quick look at what you can do.

With the platform, you can:

• Manage your team members
• See what training has been assigned to each person
• Track who’s up to date and who might need a nudge
• Run user and progress reports
• Support your team as they complete their training

You and your team have access to our comprehensive knowledge base, packed with step-by-step guides and short videos to help you get the most out of the platform.

To make things even easier, we’ve pulled together some of the most common manager FAQs and linked them directly to the relevant help articles — so you know exactly what to search for.

Manager FAQs

• Someone's forgotten their password - how do they reset it?
• A new team member didn’t receive their login invitation — what should I do?
• How do I remove a team member who has left?
• How can I see what training my team needs to complete?
• How do I assign new training and add a due date?
• Where do my team members complete their training?
• How do I run a report showing my team’s course progress?
• How can I chase team members with overdue courses?
• What emails does the system send automatically?
• How do I download copies of my team’s certificates?

That’s it! Everything you need to manage your team’s training is right here. Use the help guides and FAQs whenever you need them — and for anything else, our support team is always on hand to help at hello@tayl.net