Welcome to Upskill People’s learning platform! It’s a pleasure to have you on board.
Before you start to worry about how to use your new platform, please don’t! You’re not on your own. We will be guiding you through each step along the way, for you to get the very best out of the platform.
The good news is that there are only three things you need to know:
Where to put your people
What content to give them based on the job that they do, the place where they work or something else that is special about them as individuals
Who are they and how can I get them into the learning platform quickly!
Think of it as a sprint to the finish line with just three competitors (and either one can cross the line first; we’re after the podium finish). Like any race, it’s the preparation that counts!
So, here’s a step-by-step guide to help you get onboard quickly, with links to more detailed guides when you need them.
Setting up your company structure
When you log in, you’ll see your menu at the top of your screen, this will have all your admin tools within them. The first thing to do is select Organisation:
Here you’ll see your entire organisation. At first it’ll look a little sparse, and you’ll soon be up and running with this handy guide: Your organisation menu explained
We understand that not all organisations are spread across multiple physical locations, you can set up your company structure as flexibly as you need. One thing to bear in mind is that all learners on the platform must belong to a location.
Creating learning profiles
From your Courses menu pick Other Tools followed by Learning Profiles:
Press Add Learning Profile to create a new “list of courses”:
Think about all the different types of employee roles in your organisation. For example, if you run a restaurant, you’ll probably need to train your bartenders in different ways to your waiters. And this is why we create new Learning Profiles for each job type. It’s a way of grouping all the courses a specific job type needs to complete into one profile, like a playlist you’d find on a music streaming platform. This way each learner sees exactly the courses they need to complete and aren’t overwhelmed with a huge list of courses where many don’t even apply to them!
Save the profiles you create, then expand Assign Courses to Learning Profile. Select ‘View’ next to the profile and this will show you the learning courses that your lucky learners will soon be enjoying! Here, you can ‘Select’ the courses to assign to that learning profile.
Adding your learners
Once the right courses are assigned to the right learner profiles, from your menu pick Learners:
Now we need to get our learners on-board! When you’ve added your job types, press + Add Learner and start creating your teams.
When your platform is up and running, you can keep an eye on how your learners are getting on with their courses from the Reporting menu. Use Report Builder to create your own bespoke reports and analyse learner results across the entire business. You can also keep track of how satisfied your learners are with your courses by reviewing your end of course Survey feedback.
Let’s recap with a checklist of what your initial steps are in setting up the learning platform:
Getting the company structure right – This will be one of the first things to do when you first enter the platform. Setting up your organisation correctly is key to making sure that everyone on the platform is assigned to the area of the business they belong to. This will make assigning learning profiles, and later reporting, a lot easier!
Creating learning profiles – All your employees won’t have the same job, so won’t need the same learning or upskilling. So, you want to be able to assign specific courses to employees with certain job types. And this is where your learning profiles come in. You just need to create a profile for a job type and then assign the relevant courses to it, and you’ll be ready to go.
Adding your learners – What's a learning platform without the people who will be doing the learning!
Once you’ve finished our step-by-step walk-through of the basics, you should have all the pieces in place to maintain your company on our Upskill People learning platform!
Of course, it’s a fair amount to take in at first glance, use these helpful guides to work through each menu item:
Your organisation menu explained
All that’s left to do now, is get your workforce learning and upskilled!