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Chapter 3 of 12 · all chapters
  1. 1. What Examiverse does
  2. 2. Set up your company
  3. 3. People, roles and skills
  4. 4. Make a course
  5. 5. Languages
  6. 6. How employees learn
  7. 7. Certificates and evidence
  8. 8. Reports and checks
  9. 9. LMS Studio
  10. 10. Export any course
  11. 11. Plans and credits
  12. 12. What runs on its own
Chapter 3 of 12 · 4 min read

Add your people, their jobs and what each job needs

Skills attach to the job, not the person. Say once what a role needs and everyone in it — including next month’s new starter — is assigned the training.

The People screen: tabs for people, roles, skills and managers, a spreadsheet import, and each employee’s site, role, language and PIN.
  1. 1People, Roles, Skills and Managers
  2. 2Set up the whole company from one spreadsheet
  3. 3Language decides which video they are taught in
  4. 4Each person needs a PIN to sign in

The order that makes it automatic

  1. Name the skills

    A skill is one thing a person must be able to do correctly — "Working at Height", "Handling Patient Data", "Cash Handling". You name them; nothing is preset. Each carries how long a certificate stays valid, how long a new starter has, and how early renewal opens.

  2. Add your job roles

    Use your own job titles. A role is what a job demands, so you say it once and it applies to everyone who holds it.

  3. Link roles to skills

    On the Roles tab, pick the skills each role needs. This is the step that makes everything else automatic — a role with no skills demands nothing, and the people in it see an empty screen.

  4. Add your people

    Name, employee number, site, role and the language they read. No email address needed — most of a workforce does not have a work one.

  5. Create PINs and share the link

    Create PINs for everyone who has none, hand them out, and share your team’s sign-in link from Settings. Each person picks their own PIN the first time they sign in.

Setting up from a spreadsheet

Import from a spreadsheet can create your people, job titles and what each job demands in one upload. Only name and employee number are required; language, role and skills are optional columns. Any role or skill you name that does not exist yet is created, and re-importing never removes anything.