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Getting started as an Admin

A checklist for setting up a new property on Paddl.

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Written by Support

Set up Paddl in eight steps, so every team member knows what training they need and you can see who is job-ready.

Set up

  1. Connect your HRIS. In the sidebar, select Add connection at the bottom of the Connections list, then connect your HRIS. Any Admin can do this. Your team members' profiles sync into People, and their training can be sent back to your HRIS. See How connections work.

  2. Create your Groups. Use Groups for teams such as housekeeping or front of house, so you can assign training and report on each one. See Create a Group.

  3. Create your Activities. Add courses from a connected library, or build your own Activities from content blocks. See Create an Activity.

  4. Create your Programs. Set requirements once and assign them to your Groups. Paddl tracks Activity Records and expiry for you. See Create a Program.

  5. Choose your notifications. Decide how you hear about what's happening, by email or SMS.

  6. Customise your Experience. Add your property's image, accent colour and quick links, so team members recognise the Members App as yours. See Customise your Experience.

Pro tip: When you connect your HRIS, use a group account, such as [email protected], rather than a personal one. The connection keeps running when people change roles, as long as your HRIS allows group accounts.

Go live

Invite your People. This is when your team first sees Paddl. See Invite your People.

Pro tip: Before you invite anyone, check your homepage is customised and your Programs are assigned to the right Groups. Team members then see their own training from the first time they log in.

After you go live

Check your Dashboard. Member rings show your members, how many are active and how many are ready. The 30 Day Outlook shows who is at risk. See Read your Dashboard.

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