Uploading LMS courses and creating need/to-do items
Objectives:
The LMS (Learning Management System) in AllPay lets you create your own robust collection of essential learning modules for your employees. There are many courses available from AllianceHCM, and you can also upload your own existing LMS modules as SCORM files and assign them to employees to complete.
In AllPay, it's easy to upload a course and then create an employee need—which shows up as an assigned to-do item for employees—for the course. Learn how to leverage the upload and need capabilities to meet your company's training objectives.
What's in this article?
Instructions for how to upload an LMS course into AllPay, which then makes the course available for employees to take through the LMS, as well as instructions for how to create an employee need, or to-do item, which assigns the course to an employee.
💡Good to know: LMS courses can also be collected into tracks, or a set of courses taken in a specific order. Check out our guide about LMS tracks here, which includes information for mass importing data to assign tracks to a large group of employees.
Uploading an LMS course to AllPay
- Log into AllPay. From the dashboard, click on Configuration.
- From the Configuration module, hover to open the Application Configuration menu and select Course Setup.
- On the Course Setup page, click on the Add New icon from the top right.
- Fill in the details for the Scorm Course Details toward the bottom of the page, including Course ID, Course Name, and Course Description. From the Owner Type dropdown, select Company.
NOTE: The Course ID field cannot include any blank spaces in the name. - In the Upload Course File area, click on the Choose File button. Then use the pop-up to select the SCORM file you want to upload. Click on Open in the pop-up window.
- Once the pop-up closes and your selected file is showing in the Upload Course File area, click on the Save button toward the top right of the page.
- You'll see a pop-up when your file is uploading, as well as a message at the top that your course has been sent to the cloud for importing. Use the Uploaded to LMS column to track when the file is uploaded and ready to use.
- Repeat the steps again for other SCORM files you need to upload.
Log into AllPay and click on Configuration
Select Course Setup from the Application Configuration menu
Click on Add New
Fill out the Scorm Course details
Click on Choose File, select the file, and click on Open
Save
See when the file is uploaded
And get notice when it is sent to the cloud
Use the Uploaded to LMS column to see when the file is successfully uploaded
Creating need/to-do items for LMS courses
- Get back to the dashboard in AllPay. If you're in the Configuration module, you can click on Dashboard on the left menu.
- Hover to open the Self Serve menu and from the Setup column select Need Setup.
- On the Need Setup page, click on Add New button from the top right.
- Scroll to the Employee Need Setup section. Fill out fields such as the Need Name and select the Employee Filter (such as Active).
- Then scroll down to the Pages section. Click on the Add New button.
- You'll get a Page Properties pop-up. Enter the Page Title and select the course from the Associated Course dropdown. Then click Save.
- Repeat the steps again for any other courses already in AllPay that you want to create a need for.
Navigate to the dashboard; if you're in the Configuration module, click on Dashboard in the left menu
Select Need Setup from the Self Serve menu
Click on Add New
Complete the Employee Need Setup section
In the Pages section, click on Add New
Complete the Page Properties and Save
