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…
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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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'…
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…
