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Induction training is assigned automatically when a candidate is converted to a staff member. You define one or more induction templates — sets of training modules to assign to new hires — and select the appropriate template at the point of conversion. The new staff member receives a welcome email with a link to their induction training as soon as they set up their login.

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Setting up induction templates

Before you can assign induction training at hire, you need to create at least one induction template. Templates are managed from HR → Settings → Induction Templates. Click Create Template and fill in:
  • Template name — something descriptive (e.g. “Teacher Induction”, “Support Staff Induction”)
  • Description — optional notes about who this template is for
Then add modules to the template from your published training library. For each module you select, mark it as Required or Optional. Modules can be reordered by dragging. You can create as many templates as you need — for example, different templates for teaching staff, reliever staff, and support roles.

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Assigning induction at hire

When you convert a candidate to a staff member, the conversion modal includes an induction training step. Toggle Assign induction training to Yes, then select which template to assign. On conversion:
  • A self-paced training session is created for each module in the selected template
  • The sessions are immediately visible on the staff member’s Training tab
  • Once the staff member accepts their invitation and sets their password, a welcome email is sent with a direct link to their induction training

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Tracking induction progress

Induction training progress is visible on the staff member’s Training tab under the Induction Training section at the top. It shows:
  • Each induction module with its status — Not Started, In Progress, or Complete
  • The result for completed modules — Passed or Needs Review
  • An overall completion percentage
  • A flag if any required modules are not yet complete

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Staff without a login

If a staff member was added without a login invitation, their induction sessions can still be created manually by assigning training from the Training & Compliance module. They’ll be able to access and complete their induction once they’re invited and log in.