Table of Contents
Updated by Lyndsay
Each person who needs to complete a course needs to be added to the dashboard as a Learner. This includes those who have already been added as Admin users (See: How do dashboard admins complete training?). To add Learners just choose your method, and follow the instructions below!
Go to the Learners tab in your EasyLlama dashboard and click the "Add New Learners" button at the top-right.
You will then see three options to choose from:
Payroll System Integration
This will allow you to connect your EasyLlama dashboard to HR software, such as Gusto or Bamboo HR. Your Learners will be synced to your EasyLlama dashboard, and you can enable it to auto-assign and notify new hires of the courses. You can click "Payroll System" here, or go to ⚙️Settings > Integrations to get started. Additional articles are available within the Integrations Category.
For small organizations, this is usually the simplest method. Learners are entered one-by-one.
Choose "Manually" and then fill out the Learner's information. The basic fields will be displayed, but you can click "Show Additional Fields to expand and see more fields. Once you've added all of the information you'd like, click "Add" and the form will close. The new Learner's training profile should then pop up at the left, and you can assign training at that time if you wish.
This method will allow you to upload an Excel or .csv file with all of your Learners at one time. It will also allow courses to be assigned at the same time. Once uploaded, if you assigned the course via upload, you will only have to send the notifications to get started. When using this method, it's very important to review and follow the instructions found in this article: Adding Learners via File Upload.