Add an induction course to a learner's profile

Learn how to add a completed induction course to an employee's or contractor's profile. You must have the Induction Manager user role assigned to access induction courses.

Add to an employee's profile

To add the induction course to an employee profile:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Employees.
  3. Search for the employee using the Keyword Search and click Search.
  4. Click View next to the employee.
  5. Select Employee Inductions from the left-hand menu.
  6. Click Add next to the induction course you would like to apply to the employee’s profile.

    Employee-Add-Induction.png
  7. Select the date the course was passed, then click Add Induction.

    Employee-Add-Induction-Date.png
  8. For internal or external courses, add any documents by clicking the document icon next to the course.
  9. Click Select File.
  10. Choose the document from your computer and click Open. The document will be uploaded and you can View or Remove it from the profile.
  11. Click Back to Induction Courses to return to the employee’s profile.

Add to a contractor's profile

To add the induction course to a contractor member’s profile:

  1. Go to Tools > Contractor Manager.
  2. Select Members from the left-hand menu.
  3. Search for the member using the keyword search and click Search.
  4. Click View next to the member.
  5. Select Inductions from the left-hand menu.
  6. Click Add next to the induction course you would like to apply to the member’s profile.

    Member-Inductions.png
  7. Select the date the course was passed, then click Add Induction.

    Employee-Add-Induction-Date.png
  8. For internal or external courses, add any documents relating to the member's induction records by clicking Documents next to the course.
  9. Click Select File.
  10. Choose the document from your computer and click Open. The document will be uploaded and you can View or Remove it from the profile.
  11. Click Back to Induction Courses to return to the employee’s profile.

You can then see the logs of the induction course for that learner showing when they passed each course.