People & readiness
Training, resources, recruiting, onboarding, HR records, surveys, and elections.
Start here
Everyday tasks any member can do, with no special permissions.
Everyone5 minTraining records, certificates, and requirementsFind your training history, upload certificates, log outside training, and understand compliance.Everyone4 minReview, acknowledge, and sign resourcesComplete required documents in Resources (formerly Policies) and understand version-specific completion.Everyone4 minUnderstand credits and engagement progressSee how points, goals, categories, requests, and automatic awards work.Everyone4 minAnswer a survey or create your ownFind surveys assigned to you, and build and share one if you have access.Everyone3 minVote in an officer electionCast your secret ballot, save your receipt, and check that your ballot was counted.
Setting it up
Configuration and management guides, grouped by the part of the portal they belong to.
Onboarding4
Members & managers5 minComplete onboarding programs and tasksMove through assigned stages, uploads, questions, and approvals.Administrators8 minBuild and publish a versioned onboarding programTurn your onboarding process into stages and tasks, then publish a version.Administrators8 minConfigure task types, dependencies, and approvalsChoose the right task type and make submitted work reviewable.Administrators8 minTrack, approve, and correct onboarding progressWork the people list, approve submissions, and handle issued credentials.
Recruiting4
Recruiters & reviewers7 minManage applicants from a public Hub to personnelBuild an application, review candidates, schedule interviews, and convert approved applicants in Recruiting.Administrators8 minBuild and publish an Application HubCreate the branded public application, its form, stages, and schedule.Administrators8 minConfigure reviewers, stages, and decisionsAssign reviewers, collect recommendations, and record decisions.Administrators8 minSchedule interviews, collect references, and convert an applicantFinish evaluation and move an approved candidate into personnel.
Credits4
Administrators8 minCreate and manage Credits activity typesDefine what earns credit, set values and rules, and protect history.Administrators8 minConfigure credit periods, categories, and goalsSet when goals reset and which categories and goals apply to each member.Administrators8 minConfigure automatic Credits from Time ClockAward credit for completed shifts with filters, caps, and duplicate prevention.Administrators8 minReview requests, award, adjust, and void CreditsWork the request queue while keeping decisions and history clear.
Training3
Administrators8 minCreate a training event and record attendanceSchedule a session, take attendance, and award hours and CE.Administrators8 minConfigure training requirements and certificate approvalSet hour targets and review certificates and self-logged training.Administrators8 minRun training compliance and export recordsFind gaps and produce department or individual records.
Resources3
Administrators8 minPublish a resource and place PDF signature fieldsUpload the final file, choose the requirement, place fields, and test completion.Administrators8 minTrack resource completion and send remindersSee who is done, remind the rest, and record waivers.Administrators8 minReplace a resource with a new versionPublish revised content without losing earlier completion records.