How Do I Assign Trainees to a Group?
Assigning trainees to groups helps to ensure that all required documents are uploaded and training is completed for their role. Assignment is used for reporting purposes and can link the employee data to the group.
- On the left column, click 'Groups'.
- Click on the group you want to assign trainees to.
- Scroll down to 'Trainees'.
- Click 'Allocate/Deallocate Trainees'.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of trainees.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all trainees, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- The trainees you have selected are now assigned to the group.
This is required before you can assign trainees to a group:
- Set up Trainees
- Set up Groups