How to set up Automation?
The below video will guide you on how to set up and run automation:
Below is a quick guide for generating an automation report from the Right-Hand platform.
Navigate to the Reports section on the left navigation and click on the Custom User Report as shown below.
Then we would need to add the following Columns:
Training title
Training source
Training assignment,
Training completion
Reminder Sent
Obtained training score.
Then we would need to add two filters, to sort out the training source and the assigned date duration.
To do this add the following Filters:
Training source
Training assignment Date.
Click on Search.
Once we have the desired results we can export the data by clicking the Export CSV button.
We can additionally, check what training a user has been assigned, from Automation, by navigating to Company management, clicking on Employees, and searching for the User email.
Click on the username to gain visibility into the training the user has been assigned or been a part of. We can see the Source of the training highlighted below which says Automation.