Download Trainual

Go to a single, all-in-one place to learn everything about their company. But, we know that sometimes you need to share your company resources elsewhere (AKA, outside of Trainual). Which is why we enhanced several areas of the app that’ll boost your ability to share Trainual content, your company org chart, and reports (by subject, by employee, or for your whole team) outside the app.Company branding on public share.Did you know that all new Trainual plans come with public share — a way to share Trainual subjects with people outside of your account? With public share, you can do things like:Send freelancers and contractors your brand and voice guidelines.Give interviewing candidates access to resources like your core values and benefits.Prepare new hires with your dress code, parking info, and a first-day schedule before they’re officially onboarded.Share your mission and vision with potential investors.And now, your public share content is branded with your logo and brand colors (instead of Trainual’s). So it’s extra-clear to your recipients that the content belongs to your company.Export your org chart.Your company org chart shows who reports to who, helping your employees understand team structure. When you view your org chart in Trainual, you get an interactive experience where you can click on any employee to see their bio, the groups they’re a part of (like their role, department, and so on) and their responsibilities.But you might want your chart to be available outside of Trainual. Maybe to post a hard copy up in the office for quick reference, add it to a presentation deck, or email it to someone outside of your organization. Now that’s possible with org chart exporting! Just click “Download chart” on the org chart page to save the file to your computer in PDF or PNG format.Report exporting enhancements.Now let’s talk about the subject-based employee progress reports you can export in CSV format. These exports are now much more comprehensive — showing additional data like subject titles, individual completion percentages, user emails, and more! And remember: You can even filter to only show employees with certain completion rates, subjects with specific requirements, select groups, and more — and export the report that populates.For example, you can filter to show a team-wide report of everyone who has less than 50% of their Trainual assignments completed, an individual’s progress report of assignments that require an e-signature, or just your marketing department’s progress report for your Brand Styles subject. Then you can export any of those to a CSV.Being able to export one of these reports can be useful if you want to send employees their reports for accountability, or if you want to store a hard copy of reports in a file for

Responsibilities better.Keeping Trainual Up-to-dateKeeping our small business Trainual account up-to-date is important for a number of reasons:Accuracy: Processes, protocols, and procedures can change over time, and having the most recent information is essential to ensuring employees are operating accurately and effectively.Efficiency: With up-to-date information, new hires or existing team members can quickly find the information they need without wasting time searching for it or asking others.Consistency: Keeping all training materials, policies, and procedures in one place ensures that everyone is on the same page and there's consistency in how tasks are executed.Compliance: If there are changes in regulations that affect your business, it's crucial to update this information in Trainual. This helps maintain compliance and mitigates risks associated with non-compliance.Training: When information is updated, you can track who has seen and understood the new material. This helps to ensure all team members are trained on the latest procedures.Empowerment: An up-to-date Trainual account allows team members to self-serve information when they need it, which empowers them to work more autonomously and confidently. And you can say goodbye to those pesky new hire questions that you've gotten over and over (and over) again.Business growth: As our business grows, roles may evolve, new positions may be created, and strategies may change. Keeping Trainual updated reflects these changes and supports your business growth.Remember, the usefulness of Trainual as a tool is only as good as the information it houses. It's therefore critical to ensure that your Trainual account is regularly updated and maintained for the benefit of your team and the success of your business. Always update Trainual when there are changes in processes, tools, or responsibilities. Involve the team in keeping Trainual updated and encourage them to suggest any improvements.Adding New Hires to TrainualAs soon as the new hire is set up with their official email, invite them to Trainual. When inviting them, be sure to head to the "Advanced settings" dropdown and:Add them to roles. That way, their teammates can see their position, manager, and responsibilities — on the employee directory, org chart, and role chart. Plus, this allows them to access

Provide a space for communication between team members about individual projects they’re working on.Track project completion. Project Management System dashboards and reports provide a way to track project progress and status.How Trainual works with Project Management Systems.Think of your Project Management System as the tool that houses your to-dos — whereas Trainual houses your how-tos. While working on projects, an employee can reference the Project Management System to see the specific tasks they need to accomplish and then head to Trainual to see how to do it.Let’s say you’re a member of leadership and it’s time to submit quarterly reviews for your team members. You create a project task for yourself to remember to do this — and subtasks that remind you about each member of your team that you need to submit a review for. Then, you assign a deadline to these subtasks so you’ll get it all done by the deadline your organization has set for you. You decide to get started. But wait — how do you conduct an employee review, again? Which system do you use? What does it entail and what do you need to include in your review? Those answers are all stored in Trainual — your one-stop shop for process need-to-knows.Why you need all four tools.Integrating Trainual with an HRIS, CRM, and Project Management System will help your businesses leverage the strengths of each, creating a system that propels business operations forward — by not only maximizing efficiency and productivity, but also fostering a culture of continuous improvement and innovation.TLDR: Trainual ensures that employees are adequately trained and aligned with company procedures.Your HRIS provides a solid framework for managing employee data and HR processes.Your CRM enhances customer engagement and sales strategiesYour project management tool streamlines the execution of projects. And while each software serves a distinct and vital role in enhancing organizational productivity, they all revolve around Trainual. The one system that overlaps with the others — providing the blueprint that ensures that the other systems are used correctly and in the most efficient ways.Need a Trainual account? Get a demo.

Growth over the past year, doubling its YoY revenue. To date, the company powers the ops behind more than 5,500 businesses across countless industries in 177 countries."I wish Trainual was around when I was starting and scaling my company. It's a game-changer that is going to save growing businesses a ton of time, allowing them to focus on the most crucial aspects of building their companies,” said Daymond John, CEO of The Shark Group. “The team at Trainual gets what it takes to scale a small business. For me, their shared passion for empowering entrepreneurs make this partnership a natural fit."To better serve its rapidly growing customer base of savvy entrepreneurs, Trainual plans to fill more than 50 new roles across all departments over the next year. Interested candidates can access more information and apply online at trainual.com/careers.About Trainual:Trainual transforms the way small businesses onboard, train and scale teams. With its affordable and easy-to-use platform, organizations can dramatically reduce the time it takes to get employees up to speed while making every need-to-know instantly accessible, from anywhere in the world. Thousands of small businesses in over 177 countries build their business playbooks and grow their teams with Trainual.For more information, please visit trainual.com and download the app on the App Store or Google Play. Jump into the conversation on Instagram, Facebook, Twitter, YouTube, and LinkedIn.

Of 4 key elements: Company Profile (who the company is and how it got there)People (the who’s who and who does what)Policies (the need-to-knows)Processes (the how-tos)But more importantly, I’m beyond thrilled to announce that Trainual now perfectly reflects this framework for how small businesses actually get work done. Rest assured that this latest version of Trainual was created specifically with your goals in mind. We poured ourselves into creating the easiest and most intuitive platform out there when it comes to building your playbook, training your team, and scaling your company. And it all starts with these new features.What’s new with Trainual?The latest and greatest version of Trainual has several new features, built especially for small businesses like yours - and it's all available starting today! These updates include a reimagined navigation experience, an org chart, roles and responsibility capabilities, and more!👉 Experience the new Trainual for yourself. Sign in now.New navigationInside Trainual, you’ll now notice a brand new experience as soon as you log in. In the left-side navigation bar, you’ll find the 4 elements of a playbook (company, people, policies, and processes), along with your tried-and-true MyDesk and Reports tabs.Your Company tab houses all of the general information your team needs to know about who your company is and what it does. Then, your People tab breaks down where each employee fits into this larger company picture by giving a snapshot of individual roles and easy access to team members’ profiles. Right now, all of your existing Trainual subjects are filed under the Processes tab. But you can move your documented policies to the Policy tab at any time and leave processes under the Process tab to make things easier to find. With this new nav flow, you and your team can move through the Trainual app the same way your small business actually operates in real life. This means moving naturally from a larger picture of your company to how individuals fit in and, finally, to exactly what your team needs to know. All while saving time and ensuring a more organized experience! A new org charts featureGrowing businesses, like yours, want to know who’s who within their organizations, especially as they scale. So, manage your company’s organizational structure quickly and efficiently, right inside Trainual, using the new org chart feature.With this feature, admins can easily map out who reports to whom by simply assigning each team member a manager. Each person will then automatically get plugged into the chart, so you can view your entire organization at a glance. That way, you can plan for future growth!Revamped roles and responsibilitiesSmall business owners are always trying to identify who does what and how their jobs can (potentially)

Happy Birthday to… us! Trainual has been rolling for six amazing years, and that calls for a celebration. To mark the occasion, we present to you: The 5 Days of Trainual. Where we're dropping updates you recommended (yes, you!) for five days in a row — helping you document your business with more automation, control, and customization than ever before in 2024. Internally, the Trainual product, design, and engineering (PD&E) squads competed against each other to see who could make the most (and biggest) changes in the Trainual app by the beginning of 2024. And while we don’t like to toot our own horn, the competition proved to be wildly successful! Not only did it make the last couple of months a little more interesting for our incredible PD&E teams, but we couldn’t be happier with the result: over 50 impactful app changes to give our customers at the beginning of the new year.These 50+ changes include both new features and enhancements — that range everywhere from smaller design changes (raise your hand if you’ve got that attention to detail and appreciate the little delights in Trainual — we see you!) to absolutely game-changing artificial intelligence (AI) implementation. (Spoiler alert: We’re talking features that automatically generate ready-to-publish tests out of your subject material — and even outline, translate, and finish up your content for you!)But we don’t want to give too much away right off the bat. So let’s get into the top five changes that are live in your account today: additions and enhancements to tests, content creation, invitations, account customization, branding, and exporting.Day 1: Tests Testing is one of the best ways you can ensure your team is retaining what they learn. When the average person forgets 50% of what they learn within an hour of learning it, you know you need to: 1) Document training in one centralized place so your team can go back and reference the material (ahem — Trainual), and 2) Hone in on the most important bits of information — and make sure your team has retained them — using tests. AKA, knowledge-retention checks, quizzes, exams — whatever you want to call them!Here are just a couple of the improvements we’ve added to in-app testing in Trainual:Create new test question types.Previously, you had two test question types: multiple-choice and written response. Now, we’ve added three new test types to the existing options! Multi-select questionsFirst, let’s talk about multiple-choice questions. These provide a structured format that helps employees narrow down their choices and select the correct answer — making them ideal for testing basic facts and concepts. (Plus, Trainual automatically grades multiple-choice questions for quick and accurate employee knowledge check reports. Huzzah!) Now, you