Periodically, we encourage Training Vault Administrators at MBI member firms to take the time to make sure we have the most current roster to assure your company and employees are gaining the most value from Training Vault. As the 2018-19 training season is in full swing, we want to remind administrators to update their employee roster as soon as possible.
The updated Training Vault 2.0 system includes several notification features such as registration notification, credential notification, and expired training notification. One critical feature of Training Vault 2.0 is the ability of a company’s Training Vault Administrator to view the company employee roster then submit additions and removals of that list electronically.
Here are the steps to updating your company roster:
To view your roster:
1.
Login using the company admin username and password
2.
Click Reports | Select Employee Report | Click Download Employee Report
To submit additions to the employee report:
1.
Click Employees | Select Request Employee Addition
2.
Complete the form on the screen
3.
Click Submit
To submit removals from the employee report:
1.
Click Employees | Select Request Employee Removal
2.
Select the employee from the dropdown box and complete the rest of the form on the screen
3.
Click Submit
If you have questions or need assistance with these procedures or anything in Training Vault, please contact Tom Fulcher at
tfulcher@mbionline.com.