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Business training guide

Recurring staff training
without the spreadsheet mess.

A product-led guide to organising enrolment, course access, progress and certificate records as one repeatable workflow.

When a business hires throughout the year, training rarely happens in one clean batch. People start on different dates, need different courses and finish at different times. The useful system is the one that keeps those moving pieces visible.

1. Enrol people once

Create the learner account, then assign training from the business workspace when it is needed. For larger intakes, use bulk enrolment rather than repeating the same admin one person at a time.

Product principle: registration and course assignment are separate steps, so onboarding can happen before every training choice is final.

2. Keep unused course access ready

Unused course keys can remain in Packages until activation. That lets employers buy ahead without having to know the exact start date of every learner.

3. Follow the exceptions

Instead of chasing everybody, focus on the people shown as not started or in progress. The dashboard turns follow-up into an exception list rather than a manual audit.

4. Keep certificates with the business record

When a client, manager or auditor asks for evidence, the useful outcome is a certificate area that can be searched and downloaded without asking every employee to forward a PDF.

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