How do I enroll my employees in recurring training?

Legal and local laws sometimes require learners to retake trainings after a specific time has elapsed. Follow the steps below to setup recurring trainings for your employees.

How to make a training recurring in the ComplyAuto Workforce dashboard.

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Select "Employee Training"
Select "Settings"
Toggle over to the right and select "Manage Recurring Training"
- After you select "Manage Recurring Training," you will see several trainings that ComplyAuto already identified for potential recurring assignment. Here you will be able to choose whether to activate the courses we've already identified or manually add your own recurring training preferences by selecting "Add Recurring Training"

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+Add Recurring Training

If you choose to add your own recurring training, you will see a pop-up window where you can select and edit your organization's preferences. You'll find a breakdown and brief description of your options below . . .

Training Course

Select the Course you want to setup as recurring for your employees.

Frequency

Select the frequency at which you want this course to be re-assigned to employees.

Automatic Enrollment

Choose between automatic or manual enrollment for your employees.

Employee Groups

You can choose between re-assigning the training to all employees or to specific employee groups.

💡 Employee Groups: Organizing your employees into groups can help you organize who needs to take which trainings and when. For example, supervisors often have different training requirements than your average employee.

Employee Locations

If you have more than one location, you can assign or exclude trainings based on specific needs at that particular location.

After you've made all your selections, select "Save".

You're all set!