Join us for FREE Yardi eLearning Roundtable sessions.
Dynamic Ownership Best Practices
Wednesday, May 8, 2019, 10am PST
Dynamic Ownership is a powerful tool that can be used to keep your reports up to date, assign curriculum automatically, and manage supervisor permissions. This month, we’ll take a deep look into this popular feature, from how to set up a simple rule for group membership, to pinpointing the exact group supervisor through a combination of “and” and “or” statements. We’ll discuss best practices so that you know what to avoid from the start to make sure your ownership is accurate. You’ll also have a chance to hear from clients who have adopted this feature and learn what’s worked best for them. Whether you’ve configured Dynamic Ownership already or if this is your first time looking at the feature, we hope you walk away better equipped to realize efficiencies and avoid known pitfalls.
Maintaining Centralized Training Records with External Training Uploads
Wednesday, June 12, 2019, 10am PST
Use Yardi eLearning to keep track of secret shopper scores, to track of shop scores, external certificates, seminar attendance, and prior learning history, all on a centralized transcript. Yardi eLearning allows you to bulk upload prior history using ETL In functionality. Moreover, add transcript items in bulk using the Upload External Records bulk action. Need to add a line item for a single individual? Look to use the single External Record tool to add a record and upload an attachment to the course transcript. Learn each method and hear from clients who have used each. By the end of the hour, you’ll be ready to give your employees a single place to track all learning completions for their time at your company.