Courses: Add

Adding Individual Training Courses to Your Platform's Unified Library

This guide will show you how to add a course to the unified course library, however, you can add multiple courses quickly using the course importer. This guide is ideal if you are adding a single course or a small number of courses. Note that all courses across the business will be held in the course library.

Before adding courses to the course library, please ensure that this has already been enabled for your platform.

Step One

Click on the settings wheel in the bottom right-hand corner and select 'Course Library' from within the Settings area of the sub-menu. This will display a list of courses.

Step Two

Click on the ADD button to the right-hand side of the screen. This will open up the Add Course pop-up where you can specify the details of the course.

Step Three

Populate the fields within the General Information section of the form, ensuring that the title and description are populated as a minimum requirement. If you populate a URL in the Course URL field, the employee will be able to navigate directly to the course.

✨If you are utilising StaffCircle AI, you can click on the ENRICH COURSE toggle in the top right-hand corner to populate a description, icon, and suggested associated skills and skill levels.

Step Four

Toggle on any skills and skill levels that the employee would obtain by completing this training course. Click on the blue TOGGLE SKILLS button to select the relevant skills and later select the skill levels.

Step Five

In the Additional Information section, you can specify further details on the course - no fields with this section are mandatory, but may prove helpful for reporting purposes.

If you specify the course frequency, you will be able to report on when the employee is required for refresher training. For example, if the course frequency is every 12 months, the platform will flag the expiry 12 months after the employee has completed the training.

Step Six

In the Settings section of the form, you can specify whether approval is required for the course. If this is switched on then the URL for the course will not be active for the employee until this has been approved by the Manager or Approver.

The self-service toggle allows the employee to select this course from the course library when they access their personal training log. If this is toggles 'off', only the employee's manager will be able to assign this.

Step Seven

Click the SAVE button to add the course to the course library.