Alert! Keeping your employee list up to date is essential for complying with state and federal training requirements. Some trainings have an annual requirement.
1. Navigate to your Workforce dashboard and click "Company."
2. Click "Personnel."
3. Click the blue "Add" button and then click "Add Employee."
4. Add the employee's name and email. These are required fields.
Tip! If an employee has a company email, please add the work email address here. We can send training to any email, but we cannot phish personal emails.
5. "Group(s)" and "Work Location" are not required fields. You can add employees to training groups and select their locations from the drop-down lists.
6. Under "Employee Info," you may add the following fields if you would like: phone number, title/role, manager's name, and department. These are recommended fields for phishing but not required.
7. Under Eligibility, click "Enroll in Training" to add eligibility for training.
8. Click "Subscribe to Phishing Simulations" to make employees with company emails eligible for phishing. Do not add phishing eligibility to employees with personal emails.
9. Click "Send Encrypted Messaging Requests" to add eligibility for ComplyCrypt.
10. Click "Done."
