NOTE: This article's instructions are for customers with our new 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 legacy admin experience, please visit [this link].
As an administrator, you can assign additional classes outside of your team member's mandated initial and annual curriculum at any time. When assigned, additional classes are available to your team member immediately. If you choose to designate a due date, the team member 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 team member
- How to assign additional classes in bulk to multiple team members
Important: It's not possible for a team member 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 team member is not actively enrolled in the course or scheduled to be enrolled.
In other words, if a team member 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 team member on the Team page:
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Access the Team page by selecting the "Team" Icon on the upper left side of your dashboard
Step 3: Search for the team member using the search feature in our Team member table
Step 4: Select "Edit" for the team member to be taken to the Team member's details
Step 5: As you arrive at the Team member details, you can add the classes to either an existing bundle via the "+" button in that bundle, or create a new training bundle via the + Add training button
Step 6: 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 7: 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 team member's profiles. If a team member already has the class selection assigned, you will see a message that the team member 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: Select to go to the Team page
Step 3: Select the boxes on the left side of the team members who you would like to add the classes to (You can also select the top box next to NAME, to select all users)
Step 4: Select "Actions", and then "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 team members 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 team members' profiles. If a team member already has the class selection assigned, you will see a message that the team member is already enrolled in the selected class.