Introduction
Follow this guide to learn how to Add Employees to Greenius Training.
Simply log into Greenius and click Employee Training. You have the option to just a single employee, add multiple employees at once or import an employee list.
Note: it is important to setup Divisions and Mandates per to adding Employees.
Manually Adding Employees To Greenius
Step 1: Click the Green + circle at the bottom left of the "My Employees" page. Click on "Add New Employees" (We will talk about Importing Employees in the next section)
Step 2: Select language English or Spanish and click Next.
Step 2: Enter in the First / Last Name of the Employee, Hire Date if available, email, and / or cell phone number. (Note: email and / or cell phone is recommended in order to provide Employee with Training ID and Instructions). If you wish to add additional employees from here, click the green + Add Employee button. Remember that this first employee and any subsequent employees you add from here will all be added to the same division with the same Manager.
When you are ready click the Next button at the bottom right.
Step 3: Generate Training ID and Next.
Step 4: Assign a Division from the dropdown menu, then click Next. (Note: Divisions must be set up in Account Settings prior to Adding an employee).
Step 5: Assign a Branch if applicable. Next.
Step 6: Assign a Manager (Note: You have the ability to assign more than one Manager, if applicable).
Step 7: Select Courses. Based on the Division you have selected and the courses you have Mandated from your Account Settings; all required courses will be automatically preselected. You have the option to select additional courses from here if you so choose, but this is not required. Scroll down the page to Next.
Step 8: Set the Training Due Date. Click Save and Continue.
Step 9: Send/ Print Training Instructions. (Note: if you did not enter an email and/ or cell phone, select Print and Handout to provide to the Employee).
Add Multiple Employees
Follow the same steps as noted above. (Note: All Employees added with this feature will have the same training and manager). This can be changed after the fact by an Admin with full permissions.
Importing An Employee List
You can now add upload an employee list directly from a spreadsheet. One very important note to keep in mind, is that your employees FIRST and LAST names must be separate in two separate columns. For this tool to work properly, it is best to start with an excel file with the following columns: First Name, Last Name, Email Address, and Phone Number. You may also want to include a column for their division, manager or training language, but this is not required. See below example:
The name columns are the most important. If you do not have an email address of a phone number for an employee, you can leave that field blank. Notice in the below image, how I am missing an email address and phone number, highlighted in yellow. This is fine and there will simply be no information pulled over for that field in this example. The most important piece to this tool is to have a columns marked with the appropriated heading labels.
Once your spreadsheet has been labeled correctly and filled in, you are ready to upload it to Greenius. Click on the Employee Training tab, then click the Green + button in the bottom right to Import Employee List. Select Import Employees.
Next: Click on Choose File, and select the excel file you have created. Click the Green upload button when ready.
Next: Greenius will find the columns you have created. You simply need to match the column headings from your spreadsheet to the fields required. Ad Click
Finally, fill in the due date for your employees training, along with any other addition information you may have missed - and click Save Employee Details at the bottom of the page.
Congratulations! Your employee's have now been entered into Greenius!
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