Our system allows for you to target specific groups to be trained with specific programs. Below you will find our suggestion on how to set up groups, campaigns and program recommendations based on compliance laws.

• Specific Mandates
• Training Cycles
• Annual Training Initiative
• Biennial Training Initiative
• Notifications
• Campaign Deployment & Monitoring

Specific Mandates

Continued updating of state and provincial mandates have affected many of our valued partners. We want to ensure you are using the system effectively to keep employees in compliance with new regulations. An overview of the requirements and deadlines is available HERE. You can find an interactive visual guide HERE.

This Guide was created to explain the action items you will need to take and offer some Best Practices to accomplish this. Please consider this Guide a general overview and know that your company may have some unique circumstances which require additional set-up or tracking.

Training Cycles

Our training has been updated to provide training to employees on an annual basis. Our recommendation is to move to a yearly training cycle so that the information is fresh, up-to-date and relevant. We will continue to produce the biennial training (episodic) offering. 

• Annual: An every year training cycle
• Biennial: An every 2 years training cycle and onboarding training for new hires

Annual Training Initiative

Training Goals:

If you want to train all staff following recommended best practice

• ALL US Managers & Non-Managers (sans CT & Chicago): Preventing Workplace Harassment 11 - US60 (T)
• All New Hires in Connecticut: Preventing Workplace Harassment 11 - US120 (T)
• All Managers in Chicago: Preventing Workplace Harassment 11 - US120 (T)
• All Managers & Non-Managers in Chicago: Bystander Training
• All Canada Employees: Preventing Workplace Harassment 11 - Canada
• All India Employees: Preventing Workplace Harassment 11 - India
• All Other International Employees: Preventing Workplace Harassment 11 - Global

Or, if you wish to train U.S. Managers and Non-managers separately following recommended best practice

• ALL US Managers & ALL NY/IL Employees (sans Chicago): Preventing Workplace Harassment 11 - US60 (T)
• All Managers in Chicago: Preventing Workplace Harassment 11 - US120 (T)
• All Non-Managers in Chicago: Preventing Workplace Harassment 11 - US60 (T)
• All Managers & Non-Managers in Chicago: Bystander Training
• ALL US Non-Managers (sans CT New Hires & Chicago): Preventing Workplace Harassment 11 - US35 (T)
• ALL US Managers (sans CT New Hires & Chicago): Preventing Workplace Harassment 11 - US60 (T)
• All CT New Hires: Preventing Workplace Harassment 11 - US120 (T)
• All Canada Employees: Preventing Workplace Harassment 11 - Canada
• All India Employees: Preventing Workplace Harassment 11 - India
• All Other International Employees: Preventing Workplace Harassment 11 - Global

Set-up Groups with Dynamic Rules:

• ALL US Employees sans CT New Hires & Chicago (Rules: Country is USA; US State Code IS NOT CT and city IS NOT Chicago)
• CT New Hires hired this calendar year (Rules: US State Code IS CT; Hire Year IS 2022)
• Chicago Managers (Rules: City is Chicago; Supervisor IS true)
• Chicago Non-managers(Rules: City is Chicago; Supervisor IS false)

Or

• ALL US Managers (Rules: Supervisor IS true; Country is USA; US State Code IS NOT CT/NY/IL)
• ALL US Non-Managers (Rules: Supervisor IS false; Country is USA; US State Code IS NOT CT/NY/IL)
• ALL NY/IL Employees (Rules: Country is USA; US State Code IS NY/IL; city is NOT Chicago)
• CT Managers hired prior to this year (Rules: Supervisor IS true; US State Code IS CT; Hire Date IS BEFORE 1/1/2022)
• CT Non-Managers hired prior to this year ((Rules: Supervisor IS false; US State Code IS CT; Hire Date IS BEFORE 1/1/2022)
• CT New Hires hired this calendar year (Rules: US State Code IS CT; Hire Year IS 2022)
• Chicago Managers (Rules: City is Chicago; Supervisor IS true)
• Chicago Non-managers (Rules: City is Chicago; Supervisor IS false)
• CAN Employees (Country IS CAN)
• IND Employees (Country IS IND)
• INTL Employees (Country IS NOT USA or CAN)

Create Campaigns: 

Annual Training

USA

• Create a CT New Hire Campaign
  • Content: Preventing Workplace Harassment 11 - US120 (T) 
  • Groups: CT New Hires
  • NOTE: this should be closed/withdrawn on 12/31/2022
• Create a ALL US Employees (sans CT New Hires & Chicago) Campaign
  • Content: Preventing Workplace Harassment 11 - US60 (T)
  • Groups: Al US Employees sans CT New Hires
  • Note: this should be closed/withdrawn on 12/31/2022
• Create a Chicago Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US120 (T) & Bystander
  • Group: Chicago Managers
  • Note: this should be closed/withdrawn on 12/31/2022
• Create a Chicago Non-Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US60 (T) & Bystander
  • Group: Chicago Non-Managers
  • Note: this should be closed/withdrawn on 12/31/2022

Or

• Create a US Managers & ALL NY/IL Campaign
  • Content: Preventing Workplace Harassment 11 - US60 (T)
  • Groups: ALL US Managers; ALL NY/IL Employees; CT Managers
  • NOTE: this should be closed/withdrawn on 12/31/2022
• Create a US Non-Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US35 (T)
  • Groups: ALL US Non-Managers; CT Non-Managers
  • NOTE: this should be closed/withdrawn on 12/31/2022
• Create a Chicago Managers Campaign
  • Content:Preventing Workplace Harassment 11 - US120 (T) & Bystander
  • Group: Chicago Managers
  • Note: this should be closed/withdrawn on 12/31/2022
• Create a Chicago Non-Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US60 (T) & Bystander
  • Group: Chicago Non-Managers
  • Note: this should be closed/withdrawn on 12/31/2022

Canada

• Create a Canada Employees Campaign
  • Content: Preventing Workplace Harassment - Canada
  • Groups: CAN Employees
  • NOTE: this should be closed/withdrawn on 12/31/2022

India

• Create an India Employees Campaign
  • Content: Preventing Workplace Harassment - India
  • Groups: IND Employees
  • NOTE: this should be closed/withdrawn on 12/31/2022

Global (Non-North America/India)

• Create an International Employees Campaign
  • Content: Preventing Workplace Harassment - Global
  • Groups: INTL Employees
  • NOTE: this should be closed/withdrawn on 12/31/2022

Biennial Training Initiative

Please note - NY and IL require annual training for all employees. Chicago requires additional Bystander training in addition to Preventing Workplace Harassment.

Training Goals: 

• ALL Managers (Except NY/IL): Preventing Workplace Harassment 11 - US120 (T)
• All Non-Managers (Except NY/IL): Preventing Workplace Harassment 11 - US70 (T)
• All NY/IL Employees: Preventing Workplace Harassment 11 - US60 (T)
• All Canada Employees: Preventing Workplace Harassment 11 - Canada
• All Other International Employees: Preventing Workplace Harassment 11 - Global

Set-up Groups with Dynamic Rules:

• CA Managers (Rules: Supervisor IS true; US State Code IS CA)
• CA Non-Managers (Rules: Supervisor IS false; US State Code IS CA)
• CT New Hires hired this calendar year (Rules: US State Code IS CT; Hire Year IS 2022 and 2023)
• CT Managers hired prior to this year (Rules: Supervisor IS true; US State Code IS CT; Hire Date IS BEFORE 1/1/2022)
• CT Non-Managers hired prior to this year ((Rules: Supervisor IS false; US State Code IS CT; Hire Date IS BEFORE 1/1/2022)
• ALL IL/NY Employees (Rules: Country is USA; US State Code IS IL/NY)
• ALL US Managers (Rules: Supervisor IS true; Country is USA; US State Code IS NOT CA/CT/IL/NY) 
• ALL US Non-Managers (Rules: Supervisor IS false; Country is USA; US State Code IS NOT CA/CT/IL/NY) 
• CAN Employees (Country IS CAN)
• INTL Employees (Country IS NOT USA or CAN)

Create Campaigns: 

• Create a CA Managers & CT New Hire Campaign
  • Content: Preventing Workplace Harassment 11 - US120 (T) 
  • Groups: CA Managers; CT New Hires
  • NOTE: this should be closed/withdrawn on 12/31/2023
• Create a CA Non-Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US70 (T) 
  • Groups: CA Non-Managers
  • NOTE: this should be closed/withdrawn on 12/31/2023
• Create an ALL NY/IL 2022 Campaign
  • Content: Preventing Workplace Harassment 11 - US60 (T)
  • Groups: ALL NY/IL Employees
  • NOTE: this should be closed/withdrawn on 12/31/2022
• Create a US & CT Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US120 (T)
  • Groups: ALL US Managers; CT Managers
  • NOTE: this should be closed/withdrawn on 12/31/2023
• Create a US & CT Non-Managers Campaign
  • Content: Preventing Workplace Harassment 11 - US70 (T)
  • Groups: ALL US Non-Managers; CT Non-Managers
  • NOTE: this should be closed/withdrawn on 12/31/2023
• Create a Canada Employees Campaign
  • Content: Preventing Workplace Harassment - Canada
  • Groups: CAN Employees
  • NOTE: this should be closed/withdrawn on 12/31/2023
• Create an International Employees Campaign
  • Content: Preventing Workplace Harassment - Global
  • Groups: INTL Employees
  • NOTE: this should be closed/withdrawn on 12/31/2023

PLEASE NOTE: California, Connecticut and Illinois require a course timer. However, It is recommended timers are enabled for all harassment training.

Notifications

Sample Assignment Message

Dear Employees:

As I’m sure you know, respect is a core value for us. But given our quickly changing social norms and diverse population, it’s fair to say that many of us have different views of what is respectful.  Many of us react differently to the same conduct.  So respect requires well understood norms and a shared language.  Creating a shared organizational understanding of what is or is not respectful takes education and practice. It’s not just a matter of memorizing a policy.

In order to develop well established respect norms, we’re sponsoring the course:  Preventing Harassment in the Workplace.  It’s about more than workplace harassment; it’s about identifying our common norms for appropriate workplace conduct.  The course includes a course timer to satisfy the legal training mandates in several states.  But at the end of the day, this course offers far more value than meeting compliance mandates; it helps us create a healthy workplace culture.

Thank you for your support and participation.

Suggested Notification Schedule

Ensure employees complete training in a timely manner in order to meet state requirements. Send periodic Reminders while the training campaign is active and create Past Due notifications which alert employees to the need to complete. 

Campaign Deployment & Monitoring

Once the campaign configuration and notifications are ready, you can deploy Campaigns so that learners receive training in a timely manner. Continually review completion reports in order to ensure visibility on incomplete assignments.