Read the overview within your access scope
Choose the company, check your scope and interpret the summary before opening a task.
HR manager · HR viewer · Department managerWhat do you want to do?
Search for a task or choose an area. Each guide explains who can act, what is needed and how to check the result.
30 guides to explore
Choose by taskRegister, find and archive people
Find the right record and choose between reading, archiving and restoring it.
HR manager · HR viewer · Department managerRecord and correct employment periods
Record the effective period and read what applied at a given date.
HR manager · HR viewer · Person with personal accessManage assignments and department responsibilities
Read assignments and responsibilities as dated relationships within the company.
HR manager · HR viewer · Department manager · Person with personal accessAuthorise accounts and verify personal links
Distinguish company permissions from the account-to-person link.
HR manager · Operator with current permission to manage access · Person with personal access · Recipient signed in with their own accountView your learning and resolve a personal link
Read the personal area and recognise when the link needs attention.
Person with personal accessConfigure types, categories, teachers, job roles and duties
Prepare the company reference data used by courses and organisation.
HR manager · HR viewerPrepare a proposal and schedule a course
Distinguish a proposal, planned content and an approved course.
HR manager · Department manager · HR viewer · Person with personal accessEnrol people and record course delivery
Follow participants, withdrawals and delivery records.
HR manager · Department managerAssess outcomes and read training history
Read assessments, revisions and history without treating participation as a different outcome.
HR manager · HR viewer · Department manager · Person with personal accessDefine competencies, levels and conversions
Define comparable levels and read the direction of conversions.
HR manager · HR viewerDefine obligations, qualifications and validity rules
Read the item, period and validity rule before interpreting expiry.
HR manager · HR viewerPublish requirements and manage goals or exceptions
Distinguish published requirements, individual goals and exceptions.
HR manager · HR viewer · Department manager · Person with personal accessRecord, correct and revoke evidence
Record or review recognised evidence and the reasons for its revisions.
HR manager · HR viewer · Department manager · Person with personal accessRead the matrix and archive an evaluation
Compare the current matrix and, with HR access, read archived evaluation snapshots.
HR manager · HR viewer · Department manager · Person with personal accessTake a training need through to enrolment
Start with a need and follow its actions to the authorised step.
HR manager · HR viewer · Department manager · Person with personal accessDistinguish expiry, coverage and missing records
Read expiry and missing records as different situations.
HR manager · HR viewer · Department manager · Person with personal accessPublish offerings with outcomes and prerequisites
Prepare outcomes and prerequisites in the appropriate offering version.
HR manager · HR viewerRequest and download documents from authorised data
Read request state and permissions before waiting for or downloading a document.
HR manager · HR viewer · Department manager · Person with personal accessVersion templates and adopt document branding
Distinguish template version, current branding and explicit adoption.
HR manager · HR viewer · Customer administrator · Administrator authorised to manage document brandingAcquire, review and apply an import
Separate import acquisition, mapping, review and data application.
HR manager · Operator authorised to import and review dataConfigure HR sources, credentials, mapping and monitoring
Prepare a source within the authorised scope and read its states.
Customer administrator · Administrator authorised to manage HR integrationsChoose a plan and follow actual activation
Read the current catalogue and follow actual activation state.
Visitor without sign-in · Signed-in person · Person starting setup with their own account · Operator authorised for the specific service operationConfigure the customer and companies with explicit access
Configure the customer and companies while keeping access explicit.
Customer administrator · HR manager · HR viewerInvite users and assign roles without implicit HR access
Invite accounts and review acceptance, common roles and separate company access.
Customer administrator · Recipient signed in with their own accountManage subscription, invoices and separate contracts
Read subscription, taxes and contracts in their respective paths.
Billing administrator · Customer administrator · Platform operator authorised to manage manual contractsAuthorise, view and revoke delegated support
Read the purpose, duration and state of a support grant.
Customer administrator · Platform operator authorised for delegated supportRequest or withdraw closure and follow its status
Read the closure request and lifecycle before confirming or withdrawing it.
Customer administrator · Platform operator authorised for the customer technical lifecycleVerify identity and set language and appearance
Verify identity and choose your account preferences.
Signed-in personTest, activate and recover company sign-in
Test company sign-in in its intended scope and read recovery limits.
Customer administrator · Customer administrator authorised to configure SSO · Person authorised for company sign-in · Active customer administrator authorised for SSO recoveryBefore confirming, review the context.
The guide explains the workflow. Current data, role and permissions in the app determine which actions are available.