Assign training to employees

You need an active plan to assign training. See Choose a plan.

Assign training#

1. Click Assign Training in the sidebar.
2. Under Select Employees, check the people to assign. They're grouped by department. Use Select All for everyone.
3. Under Training Program(s), select one or more courses. To pick several, hold Ctrl (Windows) or Cmd (Mac) while clicking. A preview of the course you clicked last appears beside the list.
4. Optional: pick a Due Date. It must be a future date. Leave it blank for no due date.
5. Click Assign Training.

You'll see Assigned [training]: [number] assignment(s) created. The Training Assignments list opens.

Who gets an email#

• Invited employees get New HIPAA Training Assigned - Action Required right away, with the due date and a sign-in button.
• People you haven't invited yet don't get this email. The training is waiting for them after they accept their invitation. See Invite employees.

Things to know#

• If someone already has the same course not yet finished, it's skipped. You'll see [number] skipped (already assigned and not yet completed).
• Someone who completed a course can be assigned it again. See Assign annual refresher training.
• You can also assign from the Employees page: click Assign in one person's row, or select several people and click Assign Training in the bulk bar.

See all assignments#

The Training Assignments list is at hipaacertify.com/admin/assignments. It shows each person, course, progress, due date and status.