Adding learners and courses manually

1. Once you are signed in, ensure you are on your manager dashboard and go to the "Learners" tab.

2. Click the blue "add learners" button at the top.

3. Once you fill out the fields and click "create and send" the learner will receive a registration email.

4. Tick the learners on the left and go to the "actions" drop down list at the top to "add courses".

5. Tick the relevant courses and choose the target dates/refresher periods you require.

6. Scroll to the bottom and click "add courses" in the right hand corner.

If you are looking to bulk import learners and course allocations try these guides: Bulk upload user profiles to Click & Importing your learning plan or training matrix.

The Add Learner process was updated in October 2021. As part of the update we separated the add courses element from the add learner process.  Now you add a learner first and then find them on the learners page to add their courses. 

We redesigned the add courses process at the same time to allow you add your sessions to them at the same time.

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