In Trainee Management, select Add Trainee, then choose Invite by Email. Enter one or more email addresses, select the Session to link them to, and check one or more Courses to assign. Click Add Trainees to complete the enrollment in a single action.
Overview
Use Invite by Email in Trainee Management to add new trainees and assign them to training courses in one workflow. This is helpful when you need to onboard one or multiple people quickly. The result is trainees linked to a specific Session with designated Courses assigned.
What you’ll need
Before you start, have the following information ready:
- One or more email addresses for the trainees you want to add
- The Session you want to link these trainees to
- The Courses you want to assign to these trainees
What Vocaliv does
When you complete the Invite by Email workflow, Vocaliv takes the email addresses you enter and creates a trainee record for each one. Vocaliv then links all those trainees to the Session you selected and assigns each of them to all the Courses you checked, completing all these connections in a single action.
What you’ll get
After you complete this workflow, you will have:
- New trainee records created for each email address you entered
- All new trainees linked to your selected Session
- All new trainees enrolled in the Courses you selected
- Trainees ready to begin their assigned training
How to do it
Step 1: Open Trainee Management
Navigate to Trainee Management. This is where you manage all the people who will take training in Vocaliv.
Step 2: Select Add Trainee
Click Add Trainee to begin adding new trainees to your training program.
Step 3: Choose Invite by Email
Select Invite by Email. This opens a form where you can enter trainee email addresses, select a Session, and assign Courses all in one workflow.
Step 4: Enter the trainee email addresses
In the form, enter one or more email addresses for the people you want to add as trainees. You can add multiple emails separated as needed by the form.
Step 5: Select the Session to link them to
Choose the Session you want these trainees connected to. All the email addresses you entered will be linked to this Session.
Step 6: Check the Courses to assign
Check one or more Courses that you want to assign to these trainees. Every trainee you are adding will be enrolled in all the Courses you select.
Step 7: Click Add Trainees
Click Add Trainees to complete the workflow. Vocaliv adds all the trainees, links them to your chosen Session, and assigns them to the Courses you selected, all in one step.
What gets created
Each email address you entered is added as a new trainee record. All added trainees are linked to the Session you selected. All added trainees are enrolled in the Courses you checked during the Invite by Email action.
What happens next
After you click Add Trainees, the trainees you invited are immediately linked to the chosen Session and assigned to the Courses you selected. You can then continue managing that Session’s training using the new trainees and Course assignments you just created.