Managing Trainings for a Team

Managing Trainings for a Team

Roles: Primary Admin, Admin, Manager

Description: In this article, you will learn how to add courses, paths, and events to a team, see what a team has been assigned, and remove trainings from a team.

Benefits:

  • Assign in one step: Give a training to every member of a team at once.
  • Automatic for new members: People who join the team later receive the team's trainings without extra work.
  • Control over removals: Choose which members keep a training when you remove it from the team.

Step by step: add trainings to a team

  1. Click Company in the top navigation menu, then select Teams.
  2. Hover over the team's card and click View Team.
  3. Click the Trainings tab.
  4. Click the red + button at the bottom right. The Add Trainings window opens.
  5. Choose the Courses, Paths, or Events tab.
  6. Use the search box (Search for Courses, Search for Paths, or Search for Events) or the filter icon to find what you need.
  7. Hover over each training you want and click Select. Turn on Show Selected to review your choices.
  8. Click Add to Team.

Add Trainings window with Courses, Paths, and Events tabs, Show Selected, and Add to Team

Note: You cannot select a training that has fewer open seats than the team has members.

Note: Managers can add trainings to the teams they manage. Admins can add trainings to any team.

See what a team has been assigned

The Trainings tab shows the heading Assigned Trainings with sub-tabs for Courses, Paths, and Events. Each card shows the training title, its number of lessons, its duration, and a tag such as Draft or Archived when it applies.

Use the search icon or the filter icon to narrow the list. Hover over a card and click Preview to open it.

Trainings tab of a team profile showing Assigned Trainings with Courses, Paths, and Events

Step by step: remove a training from a team

  1. Open the team's profile and click the Trainings tab.
  2. Choose the Courses, Paths, or Events tab.
  3. Hover over the training's card and click the three-dot menu.
  4. Select Remove.
  5. Review the list of members who received the training through the team. Everyone starts selected.
  6. Deselect anyone who should keep the training.
  7. Confirm the removal.

Three-dot menu on a training card with Remove

To remove several trainings at once, hover over each card and click the circle at its top left to select it. Then click the trash icon in the bar at the bottom of the page.

Selected training card and the bar at the bottom with the trash icon

What happens when you change a team

Action What happens
Add a training to a team Every current member is assigned it. People who join the team later are assigned it too.
Add a person to a team They are assigned the trainings the team already has.
Remove a training from a team Selected members who received it only through the team lose it. Members you deselect keep it, but it is no longer tied to the team. Members who already completed it keep it.
Remove a person from a team Trainings they received only through that team can be unassigned. Trainings they completed stay on their record.

Note: If a person receives the same training through two teams, or through a team and directly, they have one assignment, not two.

Common questions

Do members get notified when a team is assigned a training?

Members are notified when a course or path is assigned to them, according to their notification settings. This includes trainings that come through a team.

Why can't I select a Event in the Add Trainings window?

The course may have fewer open seats than the team has members. Change the seat limit on the session, or assign the event's session to individual people instead.

What happens to someone's progress if I remove a path from their team?

Members who are in progress lose the path, their progress on it, and any of its courses they have not started. Members who completed the path keep it. Deselect people in the removal list to let them keep the path. See How to Remove Learners or Teams from Trainings.

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