This step-by-step guide will walk you through how to design, organize, and deliver effective upskilling training using EducateMe with built-in automation, analytics, and tag-based enrollment to help you reach every employee with the right content.
Step 1: Create upskilling courses
Start by going to the Courses page and clicking Create course. Give your course a clear name and begin adding content.
Each course can include:
Lessons: with text, videos, images, or embedded tools like Google docs, Vimeo, Loom, Figma, and more.
Quizzes: perfect for knowledge checks at the start or end of each module.
For a full walkthrough, visit the How to Create and Manage Courses guide.
Step 2: Group courses into a Course Library
Once your upskilling courses are ready, the next step is to organize them into dedicated Course Libraries for different departments or roles.
Go to the Course Libraries page.
Click Create library and name it by department or skill focus (Marketing Essentials).
Use Attach a course to add relevant training to each library.
Set deadlines for mandatory courses to ensure timely completion.
You can also use step-by-step progression if courses should be completed in a specific order.
This setup helps learners move through curated learning experiences at their own pace or within defined timeframes.
Please read our Course library article to learn more.
Step 3: Enroll employees using tags
EducateMe allows you to enroll employees automatically into the right content based on their tags, like department, job role, or office location.
After creating a course library, click Share access.
Choose Custom rule, then click Add filter rule.
Select the tag (for example, L&D).
Head to the Learners page to assign relevant tags to your employees.
Once a user is tagged, they’ll automatically gain access to the course, no manual steps required.
For more, check out How to use Tags.
Step 4: Track learner progress and performance
Once your employees begin training, it's easy to track how they’re progressing:
Go to any Course Library and open the Progress tab.
View detailed course completion data by user or by course.
Export reports to share results with your team.
Click on any learner to open their Learner Profile, where you’ll see:
Assigned courses and course libraries;
Completion progress of activities, learning paths, course libraries and assigned courses;
Deadlines;
Activity log.
This makes it easy to identify high performers or employees who may need extra support.
Step 5: Review the Activity Log
To get a great view of learner activity, visit the Activity Log. Here, you can monitor:
New enrollments;
Course completions;
Invitations and new profiles creation;
Suspension and deletion of users.
Next Steps: Expand into Onboarding and Compliance Training
Once your upskilling program is running smoothly, consider setting up structured onboarding for new hires using similar tools.
Read our Onboarding Training Use Case to learn how to create onboarding paths, automate enrollments, and track new employee progress and Compliance Training to find out .