I just got set up as a team training leader. What's next?

You just got set up as a team training leader on HeatSpring. Here's a quick orientation to help you get started.

Navigate to Your Team Dashboard

Login to HeatSpring and click My Team in the top right corner. This is your home base for everything related to managing your team's training.

Find Your Team Discount

Your team discount is displayed on the dashboard landing page. Discounts are tiered based on the number of seats purchased, up to 40% off. You'll also see your current discount reflected automatically any time you browse courses while logged in.

Add and Remove Teammates

Go to the Teammates tab in the left side menu. From here you can invite new teammates by email, remove teammates who have left, and see a separate tab for pending invites so nothing falls through the cracks. You can also promote any teammate to a team training leader from the teammate's page.

Monitor Your Team's Learning Activity

The dashboard landing page includes an interactive learning activity chart so you can see training momentum at a glance. For a deeper look, use the Reports tab to filter activity and completion data by teammate, course, status, enrollment date, and more. You can email yourself a report directly from that page

Manage Course Seats

The left side menu has two tabs dedicated to seat management:

• Available Seats shows seats that have been purchased but not yet assigned. If your team has bought courses that haven't been assigned, this is where you'll find them.
• Idle Seats shows enrollments where a teammate hasn't visited in 30 days and is under 10% progress. You can Transfer the seat to someone else, Reclaim it to reassign later, or Hide it and check back in 30 days.

Purchase Courses for Your Team

There are two ways to buy courses. You can go to the Buy Course Seats tab in the left side menu, which lists all courses your team has ever purchased and makes it easy to buy more seats. Or you can browse the course catalog while logged in and click Buy for Your Team on any course page. Either way, your team discount is applied automatically.

Track Certifications

Go to the Certifications tab to track credentials for your whole team. There are two sections: one for external certifications like OSHA, NABCEP, FAA, or any other credential regardless of where it was earned, and one for HeatSpring certificates of completion. For external certifications you can log the credential name, certification date, expiration date, a link to the certificate, and upload a PDF or JPG. You'll receive alerts before any credential expires.

Manage Your Credit Balance

If your organization has prepaid for training, you can find your credit balance on the dashboard landing page and in the Credit Balance tab. Credits can be spent down on course enrollments over time.

If you still have questions, reach us at support@heatspring.com or call 800-393-2044 x0.