Employee Training Management in Microsoft Teams

Applies to: Employee Training Management for Office 365/SharePoint online


In this article:

Employee Training Management in Microsoft Teams – Overview

Connects your teams with your SharePoint|sapiens Employee Training Management sites.

Create teams for organizers and let them manage curriculums, courses and training events, assign them to learners and track their completion. Let them create course pages for classroom and self-paced training, promote courses, send out notifications, keep track of attendees and achievements in one place.

Teams for organizers

Create teams for learners and display assignments and achievements. Team members can view course material, complete courses and sign up for training events they are interested in or they have to attend.

Teams for learners

If you want to see Employee Training Management and the Microsoft Teams integration in action first, we can show you how the app works.




Install the Employee Training Management app on a SharePoint site

Please note that Employee Training Management for Teams requires the SharePoint|sapiens Employee Training Management add-in to be installed on one of your SharePoint sites. Learn how to install the SharePoint|sapiens Employee Training Management app.

Add tabs to your team channel

Display your Employee Training Management pages and list views as a tab in your team channel.

Open a team channel in Microsoft Teams, click on the + sign to add a new tab.

Add a new tab

Search for ‘Employee Training Management’, click on the app…

Add a new tab - Search for Employee Training Management

…and then on ‘Add’.

Add a new tab - Add Employee Training Management

This opens the configuration dialog for the Employee Training Management tab.

In the configuration dialog you first have to select the SharePoint site where the Employee Training Management is installed. If you have not yet added the app to one of your SharePoint sites, please follow the installation guide.

Once you selected an Employee Training Management SharePoint site in the configuration dialog, select the site page or list view you want to display in the Teams tab.

Select an Employee Training Management site

You can create various tabs to show different pages and views of your employee training management site in a team channel. In the following section we want to focus on two examples:

  1. For learners: Display the ‘For Learners’ page to allow users to search training events and self-paced courses and enroll and to view their current enrollments and achievements.
  2. For organizers: Display the training catalog view to allow organizers to create and manage courses, either instructor-led or self-paced.

For learners

First, create a new team for your learners, or use an existing team if you already have one, and add a new tab. In this example we use the ‘All Users’ team.

Create tab for learners

Now select the ‘Event Management’ app to open the configuration dialog.

Select your Event Management site and then the site page ‘For Learners’ and click on ‘Save’.

Create tab for learners - select list view

This will show the ‘For Learners’ page in the Teams tab. Team members can click on ‘All upcoming events’, ‘All self-paced Courses & Exams’ or ‘All curriculums’ to view what’s available and enroll. They can click on ‘My Enrollments’ or ‘My Achievements’ to view what they are enrolled in and what they have already completed.

Teams tab for learners

You can of course also change the ‘For Learners’ page in SharePoint if you want to change the links or background images, or if you want to add other web parts.

For organizers

First, create a new team for your organizers, or use an existing team if you already have one, and add a new tab.

Create tab for organizers

Now select the ‘Employee Training Management’ app to open the configuration dialog.

Select your Employee Training Management site and then the view ‘All Courses & Exams’ in the ‘Training Catalog’ list and click on ‘Save’.

Create tab for organizers - select list view

This will show the list of courses in the Teams tab. Team members can create new courses, schedule training events, enroll users, manage enrollments, etc.

Teams tab for organizers

You can also create other tabs in the organizer team to show for example All Training Events, Curriculums, All Enrollments, All Achievements etc. Also take a look at the user guide to learn how to use the Employee Training Management app. You can use all the functionalities also in Microsoft Teams.

In the tab’s configuration dialog, you can choose from all the site pages and list views you have in your Employee Training Management SharePoint site. If you change a page or view in SharePoint, this will also affect the tab in Microsoft Teams.