If you want to make sure your team is taking the right training at the right time, use the Enroll function. This is especially helpful for new employees who need to start with specific content.
There are two ways to enroll someone.
Option 1: Impersonate User
Use this when you need to enroll someone without them being present.
- Go to Admin
- Select the user you want to enroll
- Click Impersonate
- From their homepage, navigate to the course or curriculum
- Click Enroll
For more detailed information on how to impersonate a user, visit the Trek U Admin: Impersonating a user article
Once enrolled, the course will appear in their My Courses: Currently Enrolled Courses section.
Important
Any changes you make while impersonating a user, including enrollments and completions, are permanent on their account.
Option 2: Over-the-Shoulder Enroll
Use this when the employee is with you.
- Have the user log in to Trek U
- Direct them to the course or curriculum
- Have them click Enroll
The course will appear in their My Courses: Currently Enrolled Courses section.
When to Use Each Option
- Use Impersonate if the employee is not available
- Use Over-the-Shoulder if you are coaching them in person
Both methods achieve the same result.