Lorman Guide: How to Create Teams for Your Company

Posted on 01/07/21 By Brittany K. King

We're always looking for more ways we can help our members achieve their training goals, so in support of this mission we're kicking off a new blog series called the Lorman Guide.

The Lorman Guide is dedicated to helping you make the most of your membership, whether you use Lorman for individual professional development or company-wide training. 

So, welcome to our very first edition!

In this first edition, we'll show you step-by-step how to create teams and utilize their many features for your company training.

Why Should I Create Teams?

Teams allow you to segment users into different groups based on their department or mutual interests. This makes it easy to stay organized and track progress as you go.

Let's say that everyone in your Accounting department needs to take the course Form 1099-C Reporting Requirements.

Instead of trying to communicate it through email or chat, you can just assign the course directly to the Accounting team — and voila! Everyone in Accounting will be notified of the assignment and can easily access the course through their own individual Lorman accounts.

Teams allow you to easily manage progress and help drive employee engagement with your training efforts.  

 

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How to Create a Team

Creating teams on your dashboard is simple. Just follow these 4 steps:

 

1. Find your teams page

Log in to your Lorman account as usual. On your account dashboard, you'll see a grey sidebar on the left with various training and enterprise management options. 

 

Find the Manage Teams tab on the sidebar. 

 

 

2. Create your first team 

If you haven't created any teams yet, your page may look similar to the picture below. You'll see a box prompting you to add a team.

 

Click on Add a Team.

 

 

 

3. Set up your team and add users

A box will appear asking you to name your team and add managers and learners. You can do this by simply typing in their company email.

 

Anyone added under Team Management will be able to assign courses, send reminders, and add or remove individuals from the team. 

 

Those listed under Learners are part of the team, but will not have the ability to edit any settings. 

 

Click Save when you're done, but don't worry! You can go back and edit these settings at any time. 

 

 

 

4. Create more teams

Go back to the Manage Teams tab and create more by clicking the green button in the top right corner. 

 

To add additional teams, click Add Team.

 

 

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Manage Team Learning

Our Learning Platform enables you to manage every aspect of your company's training. To help support the success of your program, you can assign courses to teams or individual employees and track progress along the way. 

 

Assign courses

When you want to assign training, go to the course page and click Purchase Options (course pages look like this!). 

 

Click on the Team Assignment tab and choose the teams or learners who should complete the course. 

 

Send reminders 

Let your employees know they have courses waiting for them to complete. Go back to Manage Teams on your dashboard and select a team. Here you can see which courses are currently in progress. 

 

Click Send Reminder so learners can receive email reminders about the course. 

 

 

 

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Looking to create and implement a successful employee training program in your organization? Download our Learning & Development Strategy Workbook.