Group Onboarding

Onboarding tips for a smooth transition.

Technical Tips

  • Consult your IT department to identify and resolve potential security conflicts, such as email deliverability issues.
  • Assign unique emails to each student (personal or company) to ensure accurate tracking and avoid lost records.
  • Format CSV files with one data type per column (e.g., First Name, Last Name, Email).
  • Please allow the system to create any passwords to ensure that they are strong and follow best practices.

Staff Tips

  • Notify staff to expect an email from FHI Training with access links and instructions.

  • Ensure group leaders review the FAQ section and watch the tutorials to familiarize themselves with the system.
  • Notify leaders that courses must be completed within 180 days of assignment.

We wanted to make sure you had a ready-to-use resource to support your team’s rollout. That is why we have created a quick, shareable training document. This resource provides a high-level overview of the tools they’ll use most often, plus tips to overcome common hurdles.

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