Give office employees training and resources
Use Trainings and Resources to share documents, videos or links with office staff, set a due date and see who marked them complete. Driver courses use the Training Center instead.
Staff training or driver training?
Trainings and Resources (Employee Management > Trainings and Resources) is for your office employees. You upload your own file or link, and the employee marks it complete. There are no quizzes or certificates here.
To train drivers with DriverPass courses, quizzes and certificates, use Training Center > Assign Courses instead.
Only the fleet owner can manage this page.
Add and assign a training
- Open Employee Management > Trainings and Resources and click Add Training.
- Enter the Training Name and pick the Type: Document (PDF), Video, External Link or Course/Module. Add a Description.
- Upload the file (PDF, DOC, DOCX, PPT, PPTX, MP4 or WEBM, up to 50 MB) or enter the link.
- Set Due Days (after assignment). Tick Mandatory Training if everyone must finish it. Click Save Training.
- On the training card, click Assign. Tick employees or use Select All Employees. Set a Due Date (optional), or leave it blank to use the due days. Click Assign.
- Each employee gets a notification and finds it under Trainings & Resources in their sidebar, where they open it and click Complete.
Share a resource
Resources are reference files like a handbook. They have no due date or completion.
- Under Training Resources, click Add Resource.
- Enter the Resource Name, pick the type (PDF Document, Other Document, Video or External Link), upload the file or add the link, and click Save Resource.
- Use the assign button on the resource row, tick the employees and click Assign.
Check progress and good to know
Click View on a training card to see each employee's status: Assigned, Completed or Overdue. Use the bin icon on a row to remove that assignment.
Completion is what the employee reports by clicking Complete. It is not a test result.
Deleting a training with the bin icon also deletes who it was assigned to and every completion record, and it cannot be undone. The warning says so before you confirm. Download anything you need to keep first.
Only active employees show in the Assign list. It includes your office staff logins as well as employees.
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