How do I add training to an employee that was completed outside of Vision?
To add training for an employee that was completed outside of Vision, follow the below steps to enter the training as an ‘Other Training Record’ on the employee’s transcript records: 1. From the New Admin Experience application, click Administration >> Employees. 2. Search and click on the employee’s name to open their employee profile. 3. Click … Continue reading “How do I add training to an employee that was completed outside of Vision?”
How do I customize our support message?
Watch the below video to learn how to customize your support message in Vision For more information, please visit the ‘Preferences: Support Message‘ user guide.
How do I make a course due for employees on a specific date?
There may be times where you need to create one-off assignments for a select group of employees or adjust due dates in mass. Follow the below quick instructions for creating Special Assignments: From the New Admin Experience application, click Administration >> Special Assignments. Click Add Special Assignment button. Search and click on the course you’d like to assign. Next, … Continue reading “How do I make a course due for employees on a specific date?”
Manage Access Roles
Vision allows Administrators to set up particular access roles for employees that need varying levels of access to training functionality, reporting, and data. The following guides (select based on your Vision tier) will walk you through the availability of roles and how to set these roles up. Gold & Platinum Silver For more information on … Continue reading “Manage Access Roles”
How do I exempt, or exclude, an employee(s) from an assignment?
Follow the below quick steps to learn how to mass exclude employees from an assignment, or exclude an individual assignment from an employee. Mass exclude employees: From the New Admin Experience application, click Courses. Search for the course you’d like to exclude employees from, then click on the course title to open the course profile. … Continue reading “How do I exempt, or exclude, an employee(s) from an assignment?”
How do I create an individual assignment for an employee?
Follow the below quick steps to learn how to create an individual assignment for an employee. From the New Admin Experience application, click Administration >> Employees. Click on the employee’s name you’d like to make an assignment for. Next, select the Assignments tab and click the Add Assignment(s) button. Search and select the checkbox next to the course … Continue reading “How do I create an individual assignment for an employee?”
How do I access and log in to Grace Hill University (GHU)?
As your training partner, we know that it’s critical for us to train you on how to best administer Vision to your learners, as well as to provide you with opportunities to learn skills to improve your capabilities as a trainer. We are excited to provide you with access to Grace Hill University, our own … Continue reading “How do I access and log in to Grace Hill University (GHU)?”
When is the deadline for updating my Locations and Unit Counts each month?
It is important that all clients update their Locations and Units counts in the Data Manager by the 25th of each month, as these numbers are what you’re billed off of when Grace Hill generates your monthly invoices. An email is sent out a couple of weeks prior to the deadline as a friendly reminder to all … Continue reading “When is the deadline for updating my Locations and Unit Counts each month?”
Reporting: ‘Reporting’ Tab
Vision has extensive reporting capabilities that give you many valuable filtering options to pull assignment and course data that fit your specific needs, along with the option to add additional columns. The below help user guide outlines the robust reporting variables to gain insight into the system information needed. Silver Gold & Platinum
Reporting: Distributions
The reporting distribution feature in Vision allows you to setup any Quick Reports, Admin Quick Reports, or custom saved ‘My Reports‘ to be automatically emailed to specific users, including yourself, so that the information you need to effectively manage your training program is available for reference at all times. The below guide will provide you with step-by-step information on … Continue reading “Reporting: Distributions”
Data Manager: Dashboard
The ‘Data Manager‘ within Vision is your command center for adding, editing and modifying employee, position and location data as your organization changes. The below guide will give you a tour of this data hub and teach you how to start navigating the available components.