Assigning Education to a New Cross Learner
Step 1: Add the New User
Go to the Reports tab.
Click + New User.
Fill in the required fields and choose their Role.
Click Send Invite.
Step 2: Assign Education
Go to the Users tab.
Find the new user and click the + next to their name.
Assign the education modules based on their role.
✅ Note: Assign the correct education upon hire. |
Employee Role | Assigned Onboarding Course |
Other Non-Licensed Staff (Housekeeping, Dietary, Admin, Medical Records) | Cross – Onboarding |
Licensed Nursing Staff (LVNs, RNs) | Cross – RN/LVN Staff Onboarding |
Certified Nursing Staff (CNA, CMA) | Cross – CNA/CMA Onboarding |
Therapy Staff (PTA, COTA, OTs, PTs, STs) | Cross - Therapy Onboarding |