Rancho Mesa's Alyssa Burley and Media Communications & Client Services Coordinator, Emily Marasso, talk about the benefits of automated scheduling for employee training in the Risk Management Center.

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Director/Producer/Host: Alyssa Burley

Author/Guest: Emily Marasso

Editor: Emily Marasso

Music: "Home" by JHS Pedals, “News Room News” by Spence

© Copyright 2021. Rancho Mesa Insurance Services, Inc. All rights reserved.

Transcript

[Introduction Music]

Alyssa Burley: Hi, this is Alyssa Burley with Rancho Mesa's media communications and client services department. Thank you for listening to today's top Rancho Mesa news brought to you by our safety and risk management network StudioOne™.

Welcome back, everyone. My guest is Emily Marasso, Media Communications & Client Services Coordinator with Rancho Mesa. Today, we're going to talk about the benefits of using automated training scheduling in the Risk Management Center's Training Track application. Emily, welcome to the show.

Emily Marasso: Hi, Alyssa, it's nice to see you.

AB: Now, you and I have talked about Training Track in Episode 112. The application is one of eight that is available in the Risk Management Center platform, but we only touched on some of the features that are available. So, I wanted to talk specifically about how to implement automation with regards to scheduling trainings.

Will you give us a brief overview of the types of automation that are available in the Risk Management Center for scheduling employee trainings?

EM: Of course. So, the risk management center users can always hop into the platform and manually assign employees online training like anti-harassment or incident investigation. But, sometimes it might make sense to automate the scheduling of trainings that all employees or groups of employees will need to complete. There are two areas that allow for automation. The first would be set up trainings to be assigned based on an employee's specific details like department, position, classification, things like that. Another option is to identify training as recurring based on a specific time period.

AB: All right, let's talk a little bit about how automation can be used based on characteristics of the employee. How does that work?

EM: Well, when a risk management center user, like an HR specialist or office manager, adds a new employee to the platform, the system can automatically assign trainings to the employee based on information that has been completed about the employee, like their classification, department, site, or position. For example, if you've identified that all new office employees must be assigned both chair safety and ergonomics awareness online trainings, when a new employee is added who is assigned to the office department, they'll automatically be assigned both of the trainings. This can be done with all kinds of trainings as your new hire training process. Another example might be to use a specific position. For all new hires who are designated as carpenter, the Risk Management Center can automatically schedule them for heat stress prevention training when they are added to the platform. It's really endless as to how specific the automation could get.

AB: I could see how layering trainings based on a number of criteria could really create a level of automation that's usually only available to the large companies who have robust, you know, HR departments and technology. So, now that we can automate the scheduling of trainings for new hires, how about automating trainings that periodically reoccur for existing employees?

EM: So, that's actually pretty simple to set up. In the Risk Management Center's training track application, the user can identify the frequency that the specific training needs to be repeated. For example, let's say you have employees in California who need to take the non-supervisory, one hour, anti-harassment training every two years. So, you can tell the platform that this training reoccurs every two years. When the employee completes the training, the system will automatically reschedule them for the training in two years. If you had a training like fall protection that you wanted your employees to get every six months, you could set that up as well. Once the employee is assigned the training, the system will continue to reschedule the employee for that training based on the selected frequency.

AB: So, you could combine both the automated scheduling for new hires with recurring trainings to really have some sophisticated automation. For example, you could use the automated scheduling for new hires to assign anti-harassment training to a new employee, and then the system would automatically schedule the training every two years, and an HR specialist, or the office manager never has to remember to assign either training because the system will, it's already set up to do it for them.

EM: Exactly. It's designed to make scheduling employee trainings easy, efficient, and automated.

AB: Emily, thank you for taking a few minutes to talk to us about automating employee trainings in the Risk Management Center and joining me in StudioOne™.

EM: Thanks for having me back.

[Closing Music]

AB: This is Alyssa Burley with Rancho Mesa. Thanks for tuning in to our latest episode produced by StudioOne™. For more information, visit us at ranchomesa.com and subscribe to our weekly newsletter.