How to set up Ethica in 3 steps

Add your training, add your team, then send it out with a Smart Assignment. The Complete Setup checklist on your dashboard walks you through each step, and from then on Ethica sends the reminders and keeps the record.

Steps

1. 1 Add your training. Launch a ready-made course, upload your own, add a policy to sign, or link to a course on another site.
2. 2 Add your team. Add people one at a time, or import everyone from a spreadsheet.
3. 3 Send it out. Create a Smart Assignment so everyone, including future hires, is assigned automatically and emailed a private link.
4. 4 Watch progress on your Dashboard. Reminders go out on their own.

Good to know

• The checklist on your dashboard shows which steps are done and links straight to the next one.
• Prefer to choose people one by one? Assign training manually instead of using a Smart Assignment.