Dashboard Tutorials

Add or Remove Dashboard Administrative Users

Adding Additional Administrative Users. In your EasyLlama dashboard, go to ⚙️Settings > Users. Click Add User at the top-right.. Follow the prompts to add name, email address, and access level. Most…

Lyndsay
Updated 1 week ago by Lyndsay

Adding Learners to your Dashboard

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 train…

Lyndsay
Updated 1 week ago by Lyndsay

Adding Learners using the File Upload Method

Uploading a file is one of the quickest and easiest ways to add Trainees to the dashboard and assign courses to them. However, it is important that your file is prepared correctly. Please read on to…

Lyndsay
Updated 1 week ago by Lyndsay

Changing a Learner's Recertification Date

To change a single Learner's Recertification Date, follow the steps below. If you'd like to bulk recertify Learners, refer to: How do I recertify all of my Learners at the same time? Bulk Recertifica…

Lyndsay
Updated 2 months ago by Lyndsay

Copy and Paste an Individual's training link into an email or URL bar

Sometimes, you may want to send a training link from your own email address, or through Slack or another messenger. This could be simply because you prefer more direct communication, rather than send…

Lyndsay
Updated 4 months ago by Lyndsay

Creating Custom Learning Journeys

Section 1: Customizing Learning Journeys. Prebuilt Journey settings cannot be changed, but if you can't find exactly the Journey you want, you can create your own by using one of our Journeys as a te…

Lyndsay
Updated 1 month ago by Lyndsay

Departments Feature

The Departments feature can be used to sort, filter, and organize your Learners. To add a Department:. To manually add a Department, you'll go to Settings > Departments and click "Add Department" at…

Lyndsay
Updated 3 weeks ago by Lyndsay

Downloading Certificates

There are two ways to download a Learner's certificate - bulk and single. The bulk method is best if you need a large number of certificates. You will be emailed a link to download the certificates.…

Lyndsay
Updated 2 months ago by Lyndsay

Due Dates and Reminders FAQ

Due Date is the date by which you are asking a Learner to complete a currently assigned course. When you assign a course, the Due Date is automatically assigned based on the timeframe selected under…

Lyndsay
Updated 5 days ago by Lyndsay

Edit a Learner's Profile information: Individual and Bulk Updating Learner Details

Unlimited subscribers cannot edit Learner names in the dashboard. Please contact Support with the name change details and the reason for the change.. To make changes to a single Learner from their pr…

Lyndsay
Updated 2 months ago by Lyndsay

Email Template: Notify your Learners of EasyLlama Courses

To ensure a smooth and well-informed training process, it's common for organizations to send an introductory email to their Learners before triggering EasyLlama's notifications. This proactive approa…

Lyndsay
Updated 4 months ago by Lyndsay

File Upload Video Tutorial

This is a video tutorial showing you how you can add your Learners to the dashboard using the File Upload method. If you prefer a written article, or would like to have it as a reference, you can fin…

Lyndsay
Updated 1 month ago by Lyndsay

Getting Started - Customizing your EasyLlama Dashboard

Here are a few basic steps to set up your organization and get ready to start training! 🦙Llama Pro tip: To see a comprehensive setup video, click here: Onboarding with EasyLlama - A Video Introductio…

Lyndsay
Updated 4 months ago by Lyndsay

Guide to a Learner's Training Profile

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. T…

Lyndsay
Updated 1 week ago by Lyndsay

How can I change the next Recertification course for a Learner?

Sometimes, especially with Harassment Prevention, a Learner may need to take a different course for their next Recertification. For example, an employee may move to a different region or be promoted…

Lyndsay
Updated 2 months ago by Lyndsay

How do I add or remove columns from my dashboard view?

You can add and remove columns on the Learners tab in your EasyLlama dashboard to give you a high-level view of your Learner data. Click the Columns button on the Learners tab as seen below: You'll b…

Lyndsay
Updated 2 months ago by Lyndsay

How do I assign courses to Learners who are already in the dashboard?

Courses can be assigned to existing Learners individually or in groups. To assign courses to one Learner:. Go to Learners, search for the Learner, and click on their name to open their profile. Click…

Lyndsay
Updated 4 months ago by Lyndsay

How do I delete a Learner? Archiving and Unarchiving Learners

Archiving Learners. You can archive Learners who have been terminated, are duplicates, or just don't need to be in your dashboard. If they have never started or completed a course over 10%, they will…

Lyndsay
Updated 3 months ago by Lyndsay

How do I recertify all of my Learners at the same time? Bulk Recertification

A Learner's Recertification Date is based on the day they completed the course in relation to the Recertification Frequency settings for the course. However, some organizations prefer to roll out tra…

Lyndsay
Updated 2 months ago by Lyndsay

How do dashboard admins complete training?

To complete a course as a dashboard administrator: The Admin must have a Learner record. If one does not exist it may be added using these instructions: Adding Learners to your Dashboard. The course…

Lyndsay
Updated 2 months ago by Lyndsay

How to set up a Subaccount

Steps to set up a Subaccount. License-sharing is an Enterprise-only feature. To add Subaccounts on a PRO or Starter plan, a separate subscription will need to be purchased from the subaccount's Billi…

Lyndsay
Updated 3 weeks ago by Lyndsay

Insights

Filters. Insights widgets. Compliance. The Compliance Widget shows you, in percentage format, how many of your Learners are in Compliant* status. Clicking the "Notify all non-compliant" button will t…

Lyndsay
Updated 2 weeks ago by Lyndsay

Learner-Facing Introduction to EasyLlama

We've put together this short orientation video that you can send to your Learners! Please send them the link to introduce them to EasyLlama! You can preview the video here, and here's the link to se…

Lyndsay
Updated 2 months ago by Lyndsay

Locations Feature

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 Loca…

Lyndsay
Updated 3 weeks ago by Lyndsay

Microsoft and Google SSO for Admins and Users

Single Sign-on is available for PRO and Enterprise accounts. Microsoft and Google SSO can be used to log in to EasyLlama by navigating to our Login Page and clicking on the Microsoft or Google button…

Lyndsay
Updated 1 month ago by Lyndsay

My Learners aren't receiving email notifications

If your Learners using personal email addresses like Yahoo or Gmail: Please ask them to check their spam/trash/junk folders. For Gmail, they may have tabs for different types of emails, like "Promoti…

Lyndsay
Updated 1 month ago by Lyndsay

New! Automatic Training Recertification Assignment (Formerly known as renewals)

Note: Due to confusion between subscription renewals and Learner training renewals, renewals have now been renamed "recertifications.". Due to overwhelming popular demand, EasyLlama has now implement…

Lyndsay
Updated 4 months ago by Lyndsay

New! Learning Journeys

Learning Journeys allow you to assign a series of courses to your Learners. You can assign them all at once, or set them to be assigned successively, as each course is completed. You can take advanta…

Lyndsay
Updated 1 month ago by Lyndsay

Onboarding with EasyLlama - A Video Introduction

New to EasyLlama? Need a quick brush-up on how your dashboard functions? This video tutorial will provide you with all of the basics you need to manage your EasyLlama Dashboard!. Want to maximize the…

Lyndsay
Updated 2 months ago by Lyndsay

Premium Classroom Mode

Classrooms allow you to present the same courses we offer for individuals, but in a classroom context. You will need someone to administrate and click next, complete the activities, answer quizzes, e…

Lyndsay
Updated 1 month ago by Lyndsay

Providing Non-Mandatory Courses (Using Kiosk Links)

If you would like your Learners to have access to courses without you assigning them, you can use the Kiosk Link feature , available to PRO and Enterprise subscribers, to allow Learners to assign a c…

Lyndsay
Updated 1 month ago by Lyndsay

Recertification Date and Due Date -what's the difference?

These two dates can be a bit confusing, so let's demystify their meaning and purpose! Due Date is the date by which you are asking a Learner to complete a currently assigned course. Only courses that…

Lyndsay
Updated 2 months ago by Lyndsay

Renewing using the Renewals Tab - Important Update!

This Article has been left active as a placeholder, in case previous links are used. Learner training renewals have now been renamed "Recertification" to differentiate them from subscription renewal.…

Lyndsay
Updated 4 months ago by Lyndsay

Send Training Links by Email

Sending notifications only to specific Learners (One or multiple). You can send notifications to one or multiple Learners right from the Learners tab! First, select the Learners by checking the box t…

Lyndsay
Updated 3 months ago by Lyndsay

Sending Yourself or Others a Course Preview

Did you know that you can now send yourself a full preview of any course in the EasyLlama library? Now you may also send a preview to someone else in your organization by entering their email - you c…

Lyndsay
Updated 1 month ago by Lyndsay

Setting up and Using the Kiosk Link feature

Kiosk Mode, available for PRO and Enterprise subscribers, allows you to create one link for your Learners to use, instead of sending them email notifications from the EasyLlama dashboard. This is esp…

Lyndsay
Updated 18 hours ago by Lyndsay

Training Recertification Frequency - How do I change how often a course is assigned?

Note: Due to confusion between annual subscription renewals and Learner training renewals, Learner renewals have now been renamed "recertification.". Your dashboard will send you reminders when your…

Lyndsay
Updated 1 week ago by Lyndsay

Turning Off Automatic Recertification

Turning off Automatic Recertification. Turning off automatic recertification or changing recertification frequency for courses does not cancel your subscription with EasyLlama. for cancellations plea…

Lyndsay
Updated 4 months ago by Lyndsay

Unassigning Courses - Removing Assigned Courses/Replacing Incorrectly Assigned Courses

Completed courses cannot be removed, replaced, or moved to another Learner's record. Courses over 10% complete cannot be removed by you, but you may request removal by contacting Support@easyllama.co…

Lyndsay
Updated 3 months ago by Lyndsay

Updated "Select All" and Bulk Action Functions

Select All. To select all Learners on the current page, you will click the box to the left of the word "Name" at the top of your Learners tab to select all Learners on the current page. A Purple Acti…

Lyndsay
Updated 2 months ago by Lyndsay

Video Guide: Learner Profile Overview

In this video, we'll walk you through the Learner profile and show you how to access, edit, and utilize its different parts. From the learner's tab on your dashboard, you can open a learner's profile…

Lyndsay
Updated 1 week ago by Lyndsay

Video: Creating and Customizing Learning Journeys

This video is a quick and easy tutorial on EasyLlama's new Learning Journeys feature, now available to all Unlimited subscribers! For more detailed information on Learning Journeys, please refer to t…

Lyndsay
Updated 2 months ago by Lyndsay

What if my Learner doesn't have a computer or email address? Can I send a text?

We work with many organizations that have Learners with no email address, who are not able to come to the office and take the training on a work computer or device. Texting is available, at a fee per…

Lyndsay
Updated 3 months ago by Lyndsay

What is a "Preferred Name" in EasyLlama Training?

For a variety of reasons a person may not use their birth name or legal name and prefer not to be addressed by it. Employers may need to use the birth name or legal name for their records, but the Le…

Lyndsay
Updated 2 months ago by Lyndsay

Why can't I edit my Learner's name in the dashboard?

A Learner's information may be edited using the instructions found here: Edit a Learner's Profile information: Individual and Bulk Updating Learner Details However, Unlimited subscribers are not able…

Lyndsay
Updated 2 months ago by Lyndsay

Why is a course not showing as completed?

We see this scenario frequently: A Learner says they have completed a course, but when we look at the dashboard, their record doesn't reflect the completion. There are several possible explanations f…

Lyndsay
Updated 1 month ago by Lyndsay

Why is the wrong name on the certificate or appearing throughout the course?

There are a few reasons the name may be incorrect on a Learner's completion certificate, or appearing within the course. The email on a Learner's record belongs to another Learner. Check the Learner'…

Lyndsay
Updated 2 months ago by Lyndsay

Your Personal Admin Profile and Dashboard Notification Settings

You can make updates to your profile and notification settings while logged in to the EasyLlama dashboard. Note: You cannot change someone else's profile details or notification settings. Under Setti…

Lyndsay
Updated 3 months ago by Lyndsay

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