NOTE: This article's instructions are for customers with our legacy admin experience. If you are interested in moving into the new admin experience early, please contact customer support. For instructions on how to achieve this in our new admin experience, please visit [this link].
As an administrator, you can assign additional classes outside of your caregivers' mandated initial and annual curriculum at any time. When assigned, additional classes are available to your caregiver immediately. If you choose to designate a due date, the caregiver will begin receiving reminders to complete the additional training 60 days before the due date.
In this article:
- How to add additional classes to an individual caregiver
- How to assign additional classes in bulk to multiple caregivers
Important: It's not possible for a caregiver to be enrolled in the same class twice at the same time. The class will only be available to assign via the "Add Class" feature if it meets both requirements:
- Class is available in your CareAcademy package
- Respective caregiver is not actively enrolled in the course or scheduled to be enrolled.
In other words, if a caregiver is scheduled to have this class assigned via the Annual Scheduling tool, then an admin will be unable to assign this course via the "Add Training" feature.
How to add additional classes to an individual caregiver:
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Expand the profile of the caregiver you wish to add training to.
Step 3: Click "Add Training Bundle".
Step 4: Scroll down to see the new training bundle that was created. You have the ability to change the name of the Training Bundle by clicking Edit name if you wish. Press the plus sign button when you are ready to assign training.
Step 5: Choose the class(es) you wish to assign by selecting the checkbox on the left side of the class title. You may also search by typing in the name of the class or by selecting the topic dropdown. You can choose as many classes as you would like. Once you're done, click Continue.
Step 6: Review the class(es) to be enrolled. You can modify your selection by selecting Remove or Add More Classes. Once you're ready, click Enroll.
You will see a confirmation message that the additional class(es) are added to your caregivers' profiles. If a caregiver already has the class selection assigned, you will see a message that the caregiver is already enrolled in the selected class. To learn more about editing due dates, please view this article.
How to assign additional classes in bulk:
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Choose the caregivers you wish to assign classes to by selecting the checkbox to the left of their names. To select each caregiver on your dashboard, please select the checkbox at the top of the caregiver list. This checkbox can be found directly to the left of the "Name/Phone" column header.
Step 3: Select the Bulk Actions option.
Step 4: Press Add Training.
Step 5: Choose the class(es) you wish to assign by selecting the checkbox on the left side of the class title. You may also search by typing in the name of the class or by selecting the topic dropdown. You can choose as many classes as you would like. Once you're done, click Continue.
Step 6: Review the class(es), and press Enroll when you are ready to assign them out. The fields are optional. If you're interested in saving this group of classes to assign to other caregivers at a later date by creating a class list, click here.
You will see a confirmation message that the additional class(es) are added to your caregivers' profiles. If a caregiver already has the class selection assigned, you will see a message that the caregiver is already enrolled in the selected class.