Upskill People

Help for anyone keeping the platform set up just right and matching their organisation

Admin

And we’ll start at the very beginning, it’s a very good place to start (and we know a song about that!)

Welcome to your learning platform let’s get going

Roadblocks can be removed with a little help from your friends!

Overcoming any roadblocks

Email digests, what you should know

It’s quick, it’s simple, so let’s get going!

Learning Platform Lite - What you need to know

1. Admin - Getting Started

Get the right learning to the right people at the right time.

Effortless Ways to Assign Content to Your Teams

Organising your content quickly and effectively

2. Admin - Assigning content

Save yourself time and let the technology handle your new starters, movers and leavers

Automating learner imports - what you should know

3. Admin - Platform tuning

Automating your new starters, movers and leavers

Integrating with Fourth Hospitality - what you need to know

Save yourself time and let the technology handle your new starters, movers and leavers!

Integrating with HiBob - what you need to know

Useful stuff for working with other platforms

4. Admin - Integrating elsewhere

Become the go-to learning data expert with learner performance reports that hit the spot.

Getting started with Report Builder

Understanding the data so you can build your own bespoke reports

Report Builder Glossary

Creating simple reports using Report Builder

Create your own location-based reports using Report Builder

Creating simple reports - locations

Create your own people-based reports using Report Builder

Creating simple reports - people

Create your own content-related reports using Report Builder

Creating simple reports - content

You’ve designed your perfect report, now get it to where it needs to be.

Exporting data from Report Builder

How to add percentage completions to a report exported from Report Builder

Creating a percentage completion report

Get more from your learning data. This guide shows simple ways to use dashboards, Report Builder and the Learning Insights workbook to save time and make reporting clearer.

Learning Insights

5. Admin - Using Report Builder

Getting the most from post-course surveys

6. Admin - Using Survey Reprting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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