We're excited you've chosen Emtrain as your Workplace Culture partner! Whether you are new to Emtrain or you've worked with us for years, this guide will have something valuable for you. Start with this high-level project plan to guide your learning:
🎯 Step 1: New Admin Activation
☐ Activate your Emtrain Admin Account
☐ Navigate Between Manage Tools & the Learning Environment
☐ Add Additional Admins if needed
🎯 Step 2: Site Configuration
☐ Upload company logo
☐ Review pre-configured site settings
☐ Decide on various optional site settings (CCs, translations, & more...)
☐ Configure integrations (SSO, HRIS, Slack) if applicable
🎯 Step 3: Import/Update Roster
☐ Prepare and import your User Roster
☐ Address any errors from your import
☐ Edit, add, or deactivate users
🎯 Step 4: Create Training Groups
☐ Learn the difference between static & dynamic groups
☐ Create a Dynamic Group (based on US State, Country, Hire Date, etc.)
☐ Create a Static Group
🎯 Step 5: Content Configuration
☐ Navigate the Content Library
☐ Preview Content
☐ Configure Content & Add Company Policies
🎯 Step 6: Campaign Creation & Communication Strategy
☐ Determine your campaign schedule
☐ Configure: Select programs, intended training groups, & other optional settings
☐ Develop your Communication Strategy: Review Templates & Configure Automated Notifications
☐ Learn how to manage your campaigns over time (Closing, Withdrawing, Duplicating, etc.)
🎯 Step 7: Pre-Deploy Checklist
☐ Review the Pre-Deploy Checklist to review your configurations & ensure you have all technical specifications before pressing "deploy"
☐ Review the Expected Learner Experience before deploying!
🎯 Step 8: Reporting
☐ Report on campaign or content completion using the system completion reports.
☐ Evaluate employee perceptions of workplace culture using Emtrain AI Insight Reports.
☐ Check in on individual learners using the Lesson & Activity Reports
🎯 Step 9: Account Monitoring
☐ Manage Users by adding new hires, removing termed employees,
☐ Monitor assignments with Reporting and changes to Group Membership
☐ Update notifications, as needed