OpenBlend offers a few options on for how you can send the welcome emails to your employees and managers. This article walks you through the process of managing your welcome emails via the manager training area, to invite your employees and managers to register.
 | This option is great for managing a staged roll-out to your managers and employees, to ensure that everyone has been trained before getting access to OpenBlend; however, once you have completed your launch, we strongly recommend that you change the setting to "Send Automatically" to ensure every new user created gets their log-in straight away. |
Set-up Training Sessions
- Navigate to the Admin area in OpenBlend
- Click on 'Training' from the left-hand navigation bar
- Click on the "Book new training" button
- Fill out the relevant details in the pop-up
- Select the Date of the training session
- Add the Time of the training session
- Add the Trainer's name
- Add the Location for the training, if online you can add the meeting link here.
- Add any relevant Notes
- Click the "Save" button.
Assign Managers to the Training Session
Once you have created your training session in OpenBlend, you need to assign your managers to the session. You can do this by clicking on the number under 'Participants', as highlighted above.
You will see the eligible managers for training within the 'Leaders eligible training' section and any already assigned managers will be shown in the section above, labelled 'Leaders attending training'.
To assign managers to the session simply click on their names in the red boxes and this will apply them to the session.
Once you are done, click the "Save" button.
What Happens Next?
After the managers have been applied to the training session, upon saving, they will be sent their welcome email with the details for the training session.
48 hours after the manager training date has taken place, the manager's direct reports, will be sent their log-in details.