Create an Event and Give Employees Credit

Katie Frassinelli
14 steps
2 minutes

Click Admin Dashboard.

Click Events.

Click Add Event.

Complete the form with information about the training.

Check one of these boxes if you want to add either ALL of your employees, or the employees from a selected department, to the roster.

Click SUBMIT.

Click the View Details icon next to the training you just created.

Scroll down to the roster. To give all employees credit, check this box.

Click EDIT.

Check the boxes next to Attended.

Click UPDATE.

You will see that everyone has been marked as attended.

Edit individuals' attendance by clicking the pencil icon.

The training credit will now appear on the employees' training records.

If you need to make any changes to the details of the event at the top of the screen that you want reflected on the employees' training record (e.g. changing the credit hours), you must (1) unmark the employees as attended, (2) make the changes to the details, (3) click UPDATE, (4) re-mark the employees as attended.