Welcome to your learning platform let’s get going

Welcome to Upskill People’s learning platform! It’s a pleasure to have you on board. Before you even start to worry about how to use your new platform, please don’t! You don’t need to get started 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...

Managing your dashboards

At Upskill People, we understand that different folks with different job roles need specific tools to deliver world-class performance. You may want your managers to have access to reporting data to monitor their team's progress and give a friendly nudge when someone needs to complete a course. You may want them to exclude team members who are off si...

Setting and measuring learning goals

You may have a few vague goals in mind for your courses and learning, but do you have real and structured goals as part of your learning and development plan set in place? It’s one of the things we’re always talking to customers about and for good reason! Setting goals and knowing exactly what to measure, and how to measure it, is incredibly powerfu...

Managing job types

We’ve made assigning your courses simple and quick to do by assigning a learning profile to a particular job type. Let’s say you run a bar and you employ a bartender. You don’t want to be spending so much time and effort both figuring out the relevant courses for them, and then manually assigning each of the courses to them. You would lose hours! In...

Assigning courses everything you need to know

Learning profiles are all well and good until you find that you’ve somehow managed to collate hundreds of them, and you just don’t know which way is up with half of them! You end up with profiles that are basically the same minus one or two small differences, and it just becomes quite difficult to navigate and correctly assign everyone with the nece...

Managing your company structure

You've just got your shiny new learning platform and are eager to get those courses up and running. But hold on! Before heading straight into giving your teams courses, you need to set up your company structure! This is a crucial first step because all of your learners need a place to belong! Set up carefully, it will allow you to track and record y...

Grouping courses into learning profiles

Now that you’ve got your company structure set up on the Upskill People Learning Platform, it’s time to think about your workforce. You might be thinking, “Wow, there are a lot of courses here, will I have to assign them all to my learners one by one? Who has time for that?!” No one, that’s who. That’s why we’ve made a way to group the courses toget...

Replacing your old courses with new ones

So you’ve learnt how to mark a course as completed for an individual, here’s a  reminder . Imagine you’ve just created a new course and decided that not everyone has to complete it from scratch. And what if there are literally hundreds of people to update? The good news is that you just need to prepare a CSV file that will do the heavy lifting for y...

Courses available on my learning platform

Just before we start, if you’ve been sent to this guide from the Help button and you have just clicked on Refresh Schedule: … then you’ll want to read through this guide  Refreshing courses  - if not then read on! After a while of using our platform and possibly creating your own courses using ECB, you’ll want to see immediately which courses are ac...

Your licensed courses

Courses that actually work: Engaging, speedy, and practical courses that give your people the skills to perform better. From Safety, Health and Wellbeing, EDI, Food Safety, Age Restricted Goods, to Fire Safety and Data Security. Beyond keeping them on the right side of the law, we’ll help you get them flying with great skills that will impact your b...

Managing course types effectively

So, you’ve just started a new job with a company that’s a big fan of e-learning. So much so that they’ve created a huge library of content for the team to upskill themselves! As the Platform Administrator, it’s a good idea to group courses together (we call them course types) so that your teams can work through them quickly and in order of importanc...

Ordering courses on the learning roadmap

When courses have been put on your learning platform, the latest will always be displayed at the top of the list on the learning roadmap. This might be completely fine for some, but for you, this might be something you want to change. Especially if you’re looking to organise your courses in a specific way. This is done from your dashboard, select Co...

Uploading a Scorm 1.2 module

You might have e-learning content that you’d like to use on the learning platform, that comes from another partner or supplier. And if this sounds like the sort of thing you’re looking to achieve, then we’ve got you covered with the SCORM uploader. Our platform is entirely compatible with SCORM modules (which stands for Sharable Content Object Refer...

Creating a course icon

Having an icon for a course could really come in handy if you want to upload a Scorm 1.2 course, build a course in Easy Course Builder (ECB), or update an existing course.  From your dashboard select Courses followed by Overview. From here, select Create a Course Icon as shown below: The whole point of this application is to create a correctly sized...

Assigning attributes to courses

Now that you’ve got to grips with Grouping courses into learning profiles, you know that you can create a  learning profile  for someone based on the job that they do (i.e. their  job type ) and you’ll have assigned it using Manage job types: You now find yourself in a situation where you need some of your people to have access to a particular cours...

Creating personal attributes

Sometimes we want to give people content and we can’t just use a learning profile (because they share a job type with another person who won’t need the same content) and we can’t use a location attribute (because not everyone in the same location needs this content). We can do this using a personal attribute: A personal attribute can be anything. It...

Location attributes and why you need them

“Location attributes alone may not actually do anything”, and this is absolutely true from a technical perspective. But they can, however, be an extremely useful tool in your quest to get the right courses to the right team members – with a little bit of help from Upskill People! Let’s start by looking at what location attributes are! These are basi...

Accessing your tools in the learning platform

Okay, that wasn’t great was it? You’ve ended up here because you saw this screen: This is because you should have reporting access so that you can access the tools that need it. Read this guide to understand more about the Report Access Editor The tricky bit, of course, is that you can’t fix it yourself because the lack of reporting access is preven...

Understanding the Report access editor

There’s little point in having all this data about our learners and courses if your managers can’t see or access it! You need to give them reporting access, so they can do just that. To do this, you need to go to Learners from your dashboard to assign them reporting access . And there are a couple of ways to do this… If you’ve got other things to up...

Managing your learner badges

When learners complete courses (or even key modules within a course), they can earn badges. Why should I use learner badges, we hear you ask? Well, it’s all about motivating people to learn. We don’t want to turn learning into too much of a game, but to give people the motivation to continue and complete their learning. In the end, everyone wants to...

Importing learner details

If you have just one or two learners to add to your learning platform, then the quickest way is to use the Add learners application, so you might find this useful:  Managing new learners If you’ve got a lot of people that you want to add, for example when you first set up the platform and want to get everyone uploaded from your payroll/HR platform, ...

Checking the learner import error logs

So, you’ve brought across your learners from another source (which we call importing), and now you need to see if it’s worked… and we have a handy tool for that! When learners are imported into the system, there’s something called an import file run. This is basically a way for the system to check that all is well with the imported learners. If anyt...

Understanding learner import errors

So, you know how to check your error log, but what do half these errors even mean? Well, we’ve put together a list of the critical errors, and the not so critical warnings that should help you figure it out! Critical errors These are errors which will usually stop a person from being imported onto the platform, which means they basically don’t exist...

Transferring data from a temporary account to a permanent one

So, you’ve logged a new employee under a temporary username on your Upskill People learning platform. For simplicity’s sake, let’s call him Joe, because that’s his name. You did this because he didn’t have a payroll number at the time, but needed to get on with some of the courses so that he could be trained quickly, be compliant and work safely. Te...

Integrating with Fourth Hospitality what you need to know

A great way to save yourself time every day is to automate the process of adding new starters, moving people around your organisation and updating any personal details; and setting people as leavers. If you’re working with Fourth Hospitality to co-ordinate this information at source, then integrating this into your  Upskill People learning platform ...

Completing courses for people

You may find that there comes a time when a course is assigned to a lot of learners and, for some reason, certain individuals don’t actually have to complete that course. There are many reasons for this, one example being that senior team members could already have certificates proving their competence. And so, completing another course covering the...

Refreshing courses and make your team do them again

As a manager, you might find that you need just one or two of your team to repeat a course in order to be compliant and prove due diligence. And there’s a really easy tool that you can use to do just this – Refresh Courses. One example might be if they have failed a test purchase, a pretty serious offence. This wouldn’t fall under the category of ‘m...

Automating course refreshes

As we know from  Refreshing courses   we can refresh a course for an individual or we can make lots of people do a course again. This is great but what are my options with regards to automating this process? I’m so glad you asked, read on. You have two options when it comes to automation: Make an individual do their course again after a set period o...

Creating a flexible profile

We’ve shown you how to group courses together so that they can be assigned to lots of people in one go in this guide:  Grouping courses into learning profiles . But what if you have one or two people that just don’t fit any particular mould? It’s a rare occurrence, but a real challenge when it does! Before we go into how to create a flexible profile...

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

So, you’ve created or updated a learner’s details, and they’re just not saving. This is clearly a total and utter nightmare! But don’t worry, it’s fixable so read on. When a learner’s details aren’t saving, the number one cause is a duplicate email address caused by the automated import. It might also be a duplicate username (very rare) or an email ...

Applying a reason to exclude from reports

This feature allows you to plan in advance (which is always useful!) when people will need to be excluded from reporting, as often managers will already know this, and just want accurate reporting week-on-week.   Once you’ve set up your exclusion dates for everyone who needs one, the platform will automatically apply them for you when you need them....

Excluding people from reports

You’ve possibly read some of the other guides on reporting and may even have had some experience of it. If you’re using the reporting tools daily to manage your team’s learning compliance, then you’ll know that there will be times when you won’t achieve 100% compliance because one of your team is off sick, for example. So, how do you set up some pla...

Automating Your Learner Imports

Imagine having a free day without worrying about keeping on top of your new starters, movers and leavers. Don't worry, it's not as complicated as it sounds. You can easily automate them with a little help from your friends (that's your IT team and us!). We're here to guide you through the process and make it as smooth as possible. Start by connectin...

Exporting an ECB course for use within UpskillCloud

UpskillCloud is what we mean when you are using your own learning platform to host content created by Upskill People e.g. from our Generic content library, or content that you have created yourself using Easy Course Builder. We use it because it allows you to access great learning content whilst, also being able to: Quickly and easily update your EC...