Best Practices - Onboarding New Hires Remotely

Getting a new hire up and running takes everyone's help, and a lot of your team's time. We recommend making this as repeatable and scalable as possible, to cut down on the repeat work via an E-Learning Module. 

This feature is available within our Learn system using the Modules & Courses function. If you are interested in this feature, please reach out to us!

  • Did you know you could import hires from Hire over to Trakstar Learn?  Check out more here!
  • Need a handy checklist for new hire best practices in general? Find this here!
  • New to hiring remotely? Watch this webinar for all the best practices.

Setting up onboarding courses online

For items in your onboarding process that are repeated each time you bring someone aboard, we recommend creating an e-learning course that you can use each time that you hire new employees. 

To get started with building out these courses, you'll first build a module in Learn.

Modules are the focal point of Learn and likely where you will spend the most amount of time. Additionally, modules are where you will upload and build out your training content. Fortunately, creating a module is easy! This Help Article will lead you through the basics and offer a few pro tips.

To begin, on the left navigation pane, select “Module” and click “Create Module” in the top right.

You will be presented with three options. For these purposes, you'll select "On Demand"

Once you have created your new module, you will be sent to the Manage tab. From here, you can start building your module.

Manage Tab

The Manage tab is where you will start setting up your module:

  • Module Information: Add the title of your module and a description (optional).
  • Module Settings: Set the minimum passing score, which will take the average across all quizzes to determine their Module score. For more information about setting passing requirements, please refer to this help article.
  • Handouts: Handouts are files that your Trainees will be able to download and keep.  This is not necessarily for module content. Handouts are typically used for information that is supplemental in nature.  Items like handbooks, product manuals, etc. are common candidates for Handouts. 

How do I add Content to my newly created On-Demand Module?

Follow the below instructions to learn how to add your training materials to your newly created Module. We have also included a few additional links on the various settings and tools you can utilize to optimize your training.

Files can be added and arranged within your Module from the 'Add and Arrange Content' window. 

After clicking the "Add and Arrange Content" button, you will be taken to the Arrange screen.

Here, click the "+ Insert" button to add your content.

You can import files from either your computer, Box or DropBox or insert a YouTube clip. If you select to import files from your computer (.ppt, .docx, .pdf, major video files, or SCORM 1.2 for those on Premium or Enterprise plans), you will select the file from your computer and the click upload. Learn will go through a two-step process of importing and converting the file. In addition to uploading existing content, you can also create a Quiz or add a Survey.

All content files, Quizzes, and Surveys are represented at the left side of this screen with their file name visible. On the right, you will see the slides themselves. 

Note: The arranger's view can be switched by clicking on "See Slide Detail" or "See All Slides"

You also have the option to rearrange the content within your Module to fit your training needs. Simply select the slide or slides you wish to move, and then drag and drop them to your desired location within the training. The position of the survey, intro side and recap slide cannot be changed. If you want to mix other file types within a quiz, you will drag and drop the other slides into the quiz slides. Selecting a slide in the quiz will move the entire quiz. 

The Files section is also where you can record audio on your slides. Audio can be added to the Intro and Recap slides, PowerPoint, PDF, and Word documents. It cannot be added to Quizzes or Surveys. Learn how to add audio to your content here.

Slides can be hidden from the trainees view by clicking the eye icon above the slide. For PDFs and Word documents, you can choose between pages being displayed individually or as one long scrolling document.

When you are finished building out and editing your content, click the “Done” button to save your work!

Once you're done with your Module, you can add it to a Course and invite your trainees to complete their training.

Still need help? Contact Us Contact Us