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Applies to:Employee Training Management for Office 365/SharePoint online
Other versions:View the version for SharePoint on premise (SP2010, SP2013, SP2016, SP2019)

For configuration instructions please refer to the Employee Training Management for Office 365 Configuration.

For installation instructions please refer to the Employee Training Management for Office 365 Installation.

The following user guide explains how to use the Employee Training Management in a modern SharePoint site. If you still use the classic SharePoint experience please refer to the Employee Training Management User Guide for classic SharePoint sites.

In this article:

For Learners
For Managers
For Instructors
For Organizers

This user guide describes how to use the Employee Training Management app for Office 365. Please note that the user guide and all the screenshots below show the default set-up of an Employee Training Management SharePoint website. Since a SharePoint website and some of the app features can be highly customized, the look and feel of your website is maybe different and you maybe have some extra features that are not mentioned in this user guide.

If you open a SharePoint site where Employee Training Management for Office 365 is installed, you will see the following areas in the left navigation:

For Learners
For Managers
For Instructors
For Organizers
For Administrators

The areas you can use depend on your permissions. A website administrator can change the permissions for each area/page in the site pages library. Read the Permissions section on the For Administrators page for more details.

If you want to change the site structure or the views or web parts you want to show to users on each page and below, feel free to change them, change their content and provide the views and information your users need. This user guide explains the features based on the initial pages and configuration.

For Learners

As a learner you can view your pending and expired courses and open the course pages. If the course is self-paced, you can open the course page to view the course content and complete the course. If the course is instructor-led, you can open the course page to view and enroll in the events available for the course. In addition, you can view your enrollments in upcoming training events and cancel them in case you cannot attend. Furthermore, you can view and search available training events, self-paced training, and curriculums and self-enroll if you are interested or obliged. You can view all your enrollments and achievements, view the courses you already completed, achievements that are about to expire, etc.

View and complete assigned courses

You can view the courses assigned to you on the For Learners page.

You will also receive an email notification when a course is assigned.

Click on the Course Page link on the For Learners page or on the here link in the email notification to open the course page.

Self-paced training

If the course is configured as Self-paced training, you can view the course material on the course page. Read the instructions, watch the videos, review the documents, etc. and once you are done, click on Complete Course.

Instructor-led training

If the course is configured as Instructor-led training, you can view the available events on the course page, select an event and click on Enroll Now. If you are already enrolled in an event, the course page will display the event details instead of all available events.

Completed courses no longer show up on the For Learners page. If you want to view you completed courses, click on View all achievements.

If a course is still visible in the section My Training (Pending or Expired), even though you already attended the training event, it is possible that the attendance has not yet been confirmed by the instructor or organizer.

View enrollments in upcoming events

Open the page For Learners to view your enrollments in upcoming events.

Cancel your enrollment

If you want to cancel an enrollment, open the For Learners page, click on the enrollment you want to cancel and click on Cancel Enrollment.

Alternatively, you can decline the event in your Outlook calendar.

After you decline, you will receive another email notification including a link that you can use to cancel your enrollment.

This will open your enrollment in the SharePoint website with the option to cancel it.

Enroll in upcoming events

You will receive an email notification whenever someone assigns a course or event to you. In addition, you can view all the available events on the page For Learners and enroll yourself, if you are interested or obliged. Use the search box to search by event title.

Click on the event you want to enroll in to view more details and then click on Enroll Now.

If the enrollment is successful, you will see a message at the top right, and you will receive an invitation via email.

If the enrollment is not possible, you will see a message at the top.

If the event is already fully booked and a waiting list is enabled, you will be able to sign up for the waiting list (see below).

Sign up for the waiting list

If the event has reached its maximum number of enrollments and the organizer enabled the waiting list, you will be able to sign up for the waiting list.

If you click on Sign up for the Waiting list, you will be added to the waiting list for this event, and you will receive a tentative invitation via email.

If a seat becomes available, you will receive an email invitation for the event.

Enroll in a self-paced training

You will receive an email notification whenever someone assigns a course to you. In addition, you can view all the available self-paced training on the page For Learners and enroll yourself if you are interested or obliged.

Open the page For Learners to view the available self-paced training. Use the search box to search by course title.

Click on the course you want to enroll in to view more details and then click on Enroll Now.

You will receive an email notification with a link to the course page. In addition, you can view the link to the course page on the For Learners page. Open the course page to review the course content and complete the course.

Enroll in a curriculum

You will receive an email notification whenever someone assigns a course to you. In addition, you can view all the available curriculums on the page For Learners if you are interested or obliged.

If you want to enroll in an entire curriculum, open the page For Learners to view the available curriculums. Use the search box to search by curriculum title.

Click on the curriculum you want to enroll in to view more details and then click on Enroll Now.

You will receive an email notification with a link to the course page for each course that is part of the curriculum. In addition, you can view the link to the course page for all courses on the For Learners page. Open the course page to review the course content and complete the course (self-paced) or enroll in one of the events available (instructor-led).

For Managers

As a manager you can view the enrollments and achievements in your team. In addition, you can view all a

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