How to Create a Training Plan for Employees?

Reminders:

This is not available for accounts with 'Limited-Manager' access.

This feature is only available for accounts with 'Full Manager' access.

• Upon logging in to your account on our website, click the ‘Enroll Users’ icon on your Dashboard.
  • Note: You can also log in directly to this link: lms.360training.com.

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• On the next page, click the ‘Plan & Enroll’ on the top right-hand side of the page.

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• Then, select 'Manage Training Plans' on the left-hand side of the page.

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• Click the 'ADD TRAINING PLAN' button.

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• Enter a 'Training Plan Name' and ‘Description’ on the next page, then click 'NEXT'.

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• Select course(s) to add to the training plan on the next page. Click 'SEARCH' to search by 'Course Name', 'Contract Name', 'Business Key', and 'Max Expiration Date'.

NOTE: You can leave all fields blank and just click the 'SEARCH' button to view all the courses available in your contract/entitlement. Select the desired courses to add to the training plan by clicking on the box next to the title, then click 'NEXT'.

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• Once you have completed the training plan enrollment, click 'FINISH'.

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• To access existing training plans, click 'Manage Training Plans' and click 'SEARCH'.

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• You can now enroll users in an existing Training Plan by clicking the 'Enroll' tab on the left-hand side of the page, then click 'Enroll Users by Training Plan'.

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• Select the Training Plan you want to enroll users in and click 'NEXT'.

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• Select the 'Users' method to pick user individually and click 'NEXT'.
  • Note: You can enroll users using one of three methods: ‘Users’, ‘Organization Group’ and ‘Users Groups’.

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• Enter the user's 'First Name', 'Last Name', or 'Email Address' then click on 'SEARCH'.

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• Select the desired user to add to the training plan and click 'NEXT'.

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• Select the 'Start Date' and 'End Date' of your training plan. You can drag and drop courses in the order they should display to your learners and click 'NEXT'.

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• On the final screen of the Training Plan Assignment, you can choose to ‘Send Enrollment Confirmation to Learners’ by selecting ‘YES’. Click ‘FINISH’ to complete the enrollment. You must click ‘FINISH’ to ensure the course(s) is assigned.

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• After enrolling users in a Training Plan, you will see a summary of the contracts used in the bulk enrollment process.

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• Finally, an email confirmation will be sent confirming your LMS Enrollment Results.

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If you wish to get 'Full Manager' access (fees apply) or having a Learning Management System concern for your organization, you may email us at clientsupport@360training.com or dial (888) 360 8764 to be better assisted.