Anonymous Reporting Tool
Billing and Plan information
EasyLlama Platform Plans - Premium, Standard, and Lite!
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?
Locations Feature
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
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
Course Customization Builder - How to customize your course
Document Management and Document Signature
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?
Learner Portal Access - Login Page
SSO for Learners and Admins
Unassign Function - Removing and Replacing Assigned Courses
Video: California Workplace Violence Prevention Course Customization Builder
What is a "Preferred Name" in EasyLlama Training?
Data Analytics - Reporting and Insights
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 and Automations
Integration Troubleshooting - Duplicate Records
Integration for Slack
Iris Cascade Integration
Justworks Integration
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 Entra - 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
Webhook 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
- All Categories
- Dashboard Settings, Features, and Tutorials
- Guide to a Learner's Training Profile
Guide to a Learner's Training Profile
Updated
by Lyndsay
The Learners Tab in your dashboard shows a lot of high-level information, but when you want more details about your Learner their Training Profile contains a lot of data you may have never noticed. This is a guide to the Learner's Training Profile, including notifications sent, information about them, training history, recertification dates, and more!
To access a Learner's profile, simply hover over their name and click. The profile will open over your dashboard, as shown here:

Let's explore the profile, section-by-section!
Action Buttons

The purple buttons at the top of the profile allow you to Assign courses, enroll in a Learning Journey or Notify them of their assigned courses.
Edit Profile

Clicking the Pencil icon at the top-right allows you to edit the Learner Details, such as email, role, location, etc. Clicking the 'X' closes the profile. More detailed information about editing the Learner's profile can be found here: Edit a Learner's Profile information: Individual and Bulk Updating Learner Details
Activity History

Click "See activity history" and a pop-up will show you the history of email notifications sent to the Learner.

Learner Details

You can click to expand Learner Details for basic information about your Learner.
Learning Journeys Section

The Learning Journeys section will show any Learning Journeys the Learner is enrolled in, and their progress on the Journey. You can also remove Learning Journeys, or click the name of the Journey to expand and see more detailed information.

Training Section

The Training Section is comprised of three subsections. Each heading may be clicked on to expand or collapse the section.
Current Assignments - Courses assigned, but not completed. You will see the progress percentage and the Due date. Clicking on the three dots to the right of any course in this section will expand the action menu, where you can notify the Learner, Open the training, Change the Due Date, or, if the course is under 10% complete, remove the course. More about unassigning can be found here: Unassigning Courses - Removing Assigned Courses/Replacing Incorrectly Assigned Courses

Upcoming Recertifications - Recertification dates for any courses assigned or completed. You will see when courses are set for recertification. Clicking the three dots to the right of each course will open the action menu shown below where you can edit the course or date for recertification, or chose not to recertify.

Completed Courses - A history of courses completed by the Learner You will see the date completed and approximate time spent taking the course. Clicking the three dots to the right of each course will allow you to download the certificate of completion for that course.
