Getting Started with the LMS

Create courses, run assessments, and issue completion certificates — all linked to employee profiles in HCM.

Step 1: Create a course

1. Go to HCM > Training & LMS in the sidebar.
2. Click New Course.
3. Fill in: Title, Description, Category, Estimated duration.
4. Click Save.

Step 2: Add lessons

Inside the course editor, click Add Lesson:

• Choose type: Video, Document, or Text
• Paste a YouTube/Vimeo URL for video lessons
• Upload a PDF or paste markdown for text lessons
• Set a Passing score if the lesson has a quiz

Tip: Break large topics into 5–10 minute lessons. Progress is auto-saved.

Step 3: Add an assessment

1. Click Add Assessment.
2. Write multiple-choice questions with correct answers and point values.
3. Set a Minimum pass score (e.g. 80%).
4. Employees who pass receive a completion certificate automatically.

Step 4: Assign the course

1. Click Assign on the course card.
2. Select employees by name, department, or job role.
3. Set a Due date (optional) — employees receive a reminder email 3 days before.

Assigned employees see the course under My Learning on their home screen.

Step 5: Track completion

The LMS dashboard shows Enrolled, In Progress, and Completed counts. Click any course for a per-employee breakdown with completion dates and scores.

Suggestions

• Onboarding compliance: Create a New Starter Pack course bundle and assign it automatically when an employee is added in HCM.
• Certifications: Add renewal reminders by setting an expiry date — Plenix notifies the employee and manager before expiry.
• GDPR training: Reference LMS completion records as evidence in your GDPR data processing register.

Where to go next

• Next in this module → Issuing and Managing Certificates
• See where this fits in the bigger picture → How a New Hire Becomes a Paid Employee