Onboarding to Emtrain AI
Account Ownership. The account owner account will be automatically created. The owner will receive an automated email to configure their password.
Activate the Account Admin. The account owner will activate their profile, then have access to the Manage Tools to perform other tasks.
Submit your for upload. company logo
Finalize Account Configuration. Decide on various optional settings available on the account.
Select Languages. If the Machine Translation Beta has been enabled on the account, select the languages that Users should have access to in the User Menu.
Inform your IT department of the and the Allowlist Information for the Emtrain AI Platform and Content. Minimum System Requirements
Prepare the User Roster file for upload into the system.
Map and Upload the User Roster. The User Profile Fields must include first name, last name, unique email address, US State Code, Supervisor Status and User Status. Highly recommended fields include: Employee ID, Hire Date, Department, Country Code. Fields may also include any or all of our remaining standard data & date fields.
Add/Update additional admins. Add Users to preview and configure content, and pull reports.
Configure Single Sign-On Integration, if using. Browse our that are currently available. integration options
Configure , if using. Finalize the HRIS SFTP Sync by sending sample reports to test and validate configuration. SFTP Data Sync
which align with your campaign objectives. Remember to create groups based on training deadlines so that the connected campaigns may be closed or withdrawn once the deadline passes. Configure Groups
Navigate the Content Library. Learn about the tools which make finding content easy.
Preview Content. All content options are detailed on the Emtrain website and the downloadable catalog. Content may be previewed in it's entirety within your account.
Configure Content. Account admins have full control over content details and embedded policies.
Introduce Emtrain as a Culture Partner.
Consider the Understand how Users will navigate through the training. User Experience.
Plan the Learn the components of an effective communication strategy. communication strategy.
Configure the notification emails. See for default text and additional ideas. Use our basic templates as a starting point to write the email messages. notification template suggestions
Consider developing an internal FAQ to answer common employee questions.
Deploy/activate campaigns to assign training and send training announcements to employees.
Review the to be reminded of typical issues Users may have when accessing the training User FAQs
Send an email to email@example.com for any unresolved technical issues Account Admins or Users have so that the Emtrain AI Support Team may assist with troubleshooting and resolution.
Report on campaign or content completion using the system . completion reports
Evaluate employee perceptions of workplace culture using . Emtrain AI Insight Reports Use other reports to learn detailed information regarding User Progress
Finally, Subscribe to important updates.
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