Anonymous Reporting Tool
Billing
Early Subscription Renewal
How Do I Cancel my EasyLlama Subscription?
How do I add, update, or remove my card on file?
How do I change my billing email and details?
I only need to train one more Learner. Can I buy one seat?
Upgrading and Downgrading your Subscription
What are Seats, and how are they used?
What is Post-Pay, and how does it work?
Where can I download my invoices?
Where can I find my subscription details and seat balance?
Why was I charged?
Course Information
Bystander Intervention (2022 mandate in Chicago)
Course Information and FAQ - HIPAA
Harassment Prevention Training FAQ
How do I assign the Spanish version of a course?
What is the US "All-states" Harassment Prevention course, and how is it different from the US version?
Dashboard Settings, Features, and Tutorials
Adding and Removing Learners
Adding Learners to your Dashboard
Adding Learners using the File Upload Method
File Upload Video Tutorial
How do I delete a Learner? Archiving and Unarchiving Learners
Dashboard Admins
Add or Remove Dashboard Administrative Users
How do dashboard admins complete training?
Sending Yourself or Others a Course Preview
Your Personal Admin Profile and Dashboard Notification Settings
Dashboard Setup and Customization
Departments Feature
Getting Started - Customizing your EasyLlama Dashboard
How do I add or remove columns from my dashboard view?
How to set up a Subaccount
Locations Feature
Onboarding with EasyLlama - A Video Introduction
Premium Classroom Mode
Setting up and Using the Kiosk Link feature
Video: Learner-Facing Introduction to EasyLlama
Due Dates, Reminders, and Notifications
Copy and Paste an Individual's training link into an email or URL bar
Due Dates, Reminders, and Notifications FAQ
Send Training Links by Email
What if my Learner doesn't have a computer or email address? Can I send a text?
Learning Journeys
Creating Custom Learning Journeys
Learning Journeys
Video: Creating and Customizing Learning Journeys
Recertification
Automatic Training Recertification Assignment (Formerly known as renewals)
Changing a Learner's Recertification Date
How can I change the next Recertification course for a Learner?
How do I recertify all of my Learners at the same time? Bulk Recertification
Recertification Date and Due Date -what's the difference?
Training Recertification Frequency - How do I change how often a course is assigned?
Turning Off Automatic Recertification
"Select All" and Bulk Action Functions
California Workplace Violence Prevention Course Customization Builder
Downloading Certificates
Edit a Learner's Profile information: Individual and Bulk Updating Learner Details
Email Template: Notify your Learners of EasyLlama Courses
Guide to a Learner's Training Profile
How do I assign courses to Learners who are already in the dashboard?
Insights Dashboard Overview
Learner Portal Access - Login Page
SSO for Learners and Admins
Unassign Function - Removing and Replacing Assigned Courses
Video Guide: Learner Profile Overview
Video: California Workplace Violence Prevention Course Customization Builder
What is a "Preferred Name" in EasyLlama Training?
EasyLlama LMS Package
Integrations
Bamboo Integration - Video Tutorial
BambooHR Integration
Ceridian Dayforce Integration
Deel Integration
Gusto Integration
HiBob Integration
Integrating EasyLlama with the ADP® Marketplace App
Integration Settings
Integration Troubleshooting - Duplicate Records
Integration for Slack
LMS SCORM integration - Using EasyLlama's courses in your LMS
Namely Integration
Paychex Integration
Paycor Integration
Paylocity Integration
Proliant Integration
Quickbooks Integration
Rippling Integration
SAML 2.0 with Microsoft - Manual Configuration Guide
SAML 2.0 with Okta - Application Installation Guide (recommended)
SAML 2.0 with Okta - Manual Configuration Guide
SCIM Provisioning with Okta
SFTP Integration
TriNet Integration
UKG Pro Integration
Vanta Integration
Workday Integration
Zenefits Integration
Troubleshooting and Technical Issues
Admin Dashboard Login Issues
How to ensure deliverability of EasyLlama reminders
My Learners aren't receiving email notifications
No Next Button - Can't move to the Next Slide
Overview: Technical Issues
Why can't I edit my Learner's name in the dashboard?
Why is a course not showing as completed?
Why is the wrong name on the certificate or appearing throughout the course?
Table of Contents
Locations Feature
Updated by Lyndsay
The Locations feature can be used to organize your Learners by business location, and also to limit access for some admins to only their designated Location.
Adding a Location:
To manually add a Location, simply go to Settings > Locations and click "Add Work Location" at the Top-right. You'll be prompted to fill in the details and save.
- While manually entering Learners: When manually entering employees, you must use a pre-made Location - it will then appear in the drop-down list when creating a new Learner record.
- When entering employees by file upload: Any Locations you add to the Location column will be created for you - if you already have Locations in your dashboard, be sure the Location names match exactly, or duplicate locations will be made.
- When integrating with your HRIS: If Location names have synced, you will need to use the synced Locations - if you change a Learner's Location, it will change back on the next sync. If no Locations sync from your HRIS, you may create your own locations and organize your Learners into them.
Editing a Location
To make changes to a Location. go to Settings > Locations > Click the three dots to the right of the Location name. Make your edits and save.
Adding a Location-only Admin User
Note: Only one Location Manager may be assigned to a Location, however one person may manage multiple locations. You may also set full-access Users as Managers for Locations.
To add a Location Manager, you will create a new User by going to Settings > Users > Click the purple "Add User" Button. If you want a current admin to be location-only, you will need to remove them, then re-add them.
Then, fill out the form and choose "Location Access Only" from the "Type of Access" dropdown menu.
Once you have filled everything out, click Submit. Then go to Settings > Locations and click the three dots to the right of the Location and edit. You will then be able to choose their name from the Manager list, then click Save!
Remove a Location
To remove a Location go to Settings > Locations > Click the three dots to the right of the Location name and "Remove." the Location will be deleted and all Learners who had this Location on their record will no longer have a Location
Edit a Learner's Location
You can use the instructions here to make any edits to Learner records: Edit a Learner's Profile information: Individual and Bulk Updating Learner Details