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How to Set Up New Induction and Training Programs

Instructions to create a new staff education program and add quiz questions

Updated over 7 months ago

Induction and training programs bring together policies, documents and videos to create structured learning for staff. Setting up a program ensures new hires and existing employees receive consistent information during onboarding and ongoing training. This guide explains how to create a new program, add the required materials and prepare it for staff assignment.

Quick Guide

Setting Up New Induction and Training Programs

  1. In the top right corner of the window, click on the cog button.

  2. From the drop-down box, go to Account Settings.

  3. Scroll down to Inductions and Training.

  4. Directly to the right, click Edit.

  5. Add a name for the new induction or training program.

  6. Add instructions, if you wish.

  7. Click Save. This program will now appear in the List of Inductions below.

  8. If this program is relevant to all venues, ensure the Push through all branches box is ticked.

  9. Select the program you created from the drop-down list.

  10. To add an employee quiz at the end of the induction program, add a question here, and click Save.

  11. You can add as many questions as you like. Repeat the process until you are satisfied.

  12. Tick the boxes of any documents or videos you wish to include in the program.

  13. If an induction relates to a specific site, select it from your venue list.

  14. Choose a question from the list.

  15. Enter the correct answer in the Answer field, and click the Is Correct box before saving.

  16. Enter an incorrect answer in the Answer field. Do not click the Is Correct box. Save, and repeat for as many incorrect answer options as you wish.

  17. Once you have entered all answer options, check in the Answer list that only the right answer has the Is Correct? box ticked.

  18. To delete an answer, click the red cross.

  19. When you are happy with the contents of the program, click Save.

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