Upskill People

Dave Branscombe

For helping people who help other people shine

User Editor

Looking after your learners and helping them shine!

Your learners menu explained

Understand the jobs that people do so you can give them the best content and help them shine!

Understanding Job Types and why they matter

Get your new starters logging in and learning quickly

Adding new people

So long, farewell, we’re sad to see you go!

Quickly set someone as a leaver

Giving people content because of something special about them

Giving individual people the content they need

Why your changes to a learner’s details aren’t saving

1. Getting started

Make your life easier by importing, or updating everyone in one go!

Importing lots of people quickly with a CSV file

Keeping your learner data in tip-top condition!

What to do with your import file warnings

Warnings and errors you need to know about

Understanding learner import errors

2. Automation

Helping your teams log in and learn

Protecting your data’s integrity by managing leavers, long-term sick and others excluded from reporting

Managing leavers and excluded learners

Defining the rules for excluding people from reporting

Excluding people from reports

Aligning data for someone with two learning accounts.

Transferring data from a temporary account to a permanent one

3. Keeping on top of things

Looking for some inspiration?

Find answers and get help from Intercom Support and Community Experts

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