Training Materials is a new feature that brings in the "Training & learning" experience into Symply's Onboarding & Payroll App.
Manage Training Materials- Log In to Symply
- Select on Documents
- Select on Training Material
- Select Start a Training
- You Can Upload a Video or a Document
- If you selected Video, enter the Training title and Video Link.
- Toggle this on to include the training in your Employee's onboarding.
Then Select "Submit"
- The Training Material has been created.
Select "Assign" to select employees for this training
- Select each employee to assign the training material to them.
- Then Select "Submit"
- Select "Add/Edit Questions" to add questions to a Training.
- Enter the question and choices.
Select the correct choice by clicking the green check mark on the right.
- You can add a hint to each question.
- Select to add a new question
- Select to preview the questions added.
- Select to go back.
- Select to delete a question
- Select "Continue"
- When you are done adding and editing questions, click submit to save the questions.
- Select "Options" to see what else you can do for each Training Material.
- Select "Material Settings" to edit the settings for each training.
- You can toggle this setting on or off.
When on, the training material will be automatically assigned to all new employees during their onboarding.
- Select "Attachments" to add more documents within each Training.
- Click to add an attachment.
- Choose a file from your computer and upload.
- Select to view the attachment in a new tab.
- Select to delete an attachment.
- You can also delete a training material by clicking the "Delete" button.
- Select "Continue"
- Now let's look at how to upload documents as a training material.
- Select "Upload Document"
- Enter the "Training Title"
- Select "Upload Link" if the document has a shareable link, such as a google drive document.
- Enter the document link and select "Submit"
- However, if it's a document saved in your computer, select "Upload File"
- Choose the file, and upload.
- Then Select "Submit"
Employee Account
Now let's head to the Employee's Account
- The Employee selects "Training" from the menu.
- Can view all assigned trainings.
Then goes ahead to select "Complete Training"
- The Employee can open the training document in another tab.
- Then goes ahead to answer the question by selecting a choice.
- They can also open the training attachments in another tab.
- Select "Submit & Sign"
- Then Save.
- The status changes to "Completed" after the employee signs and submits the training.
The Employee can click to view the completed training - Go back to Training Materials
- The Employee has completed the training.
Admin Account
Now let's head back to the Admin Account.
- The Admin gets a notification on the dashboard when an employee completes a training.
You can click the notification to view the training material completed.
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Training Completed.
- The End