eFrontPro Tutorials - Organizing teams & employees

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eFrontPro Tutorials - Organizing teams & employees

Video Transcript

Speakers in this video: Jimmy (GetApp) and Chris (eFront)

Chris: "These options allow us to determine or reflect the hierarchy over our organization onto a front and it's very flexible to allow in case for a variety of needs. For example, we can have branches reflect in-house employees and departments. I'll show you this on the organization charts.

So, here for example, I have two companies. I have Company A and Company B. Within Company A, I have then created subsections or we can call them sub-branches. In this case, I've reflected regions so this company has locations in Europe, North America, and Oceania. So if I open up the Europe branch, I then split it up into specific departments within that location. We have the finance department, the IT department and so on within Europe. If we want, we can also open this up further and see the specific users within this particular department. You can have up to as many different branches and sub-branches as you want. So, you can go, you know you can really get down to the team level that you need.

The good option here, the good feature here, is that you can also assign branch administrators. So, these two users here that you see in bold, Daniel and Helena. These are branch administrators. They then have rights on the users within their branch. For example, they can view reports on their users to determine how they're doing on the training and the performance they have, the progress within all of the pieces of training they're enrolled on, and so on.

They can also add users to training. They can also add users to their branch as well. These are all options determined by the main administrator which we can call a super admin so we can easily determine who we're talking about. So, the branch admin has all of the various options available that the super admin allows them to.

You can really pass on a lot of the administration to those team leaders within each department or location or region as, you know, they can then manage their own users and the trainer then wants to deliver. eFront Pro can also be used to reflect different companies. In this case, I also have another company, Company B. We can see here some users associated to this company. It can be used for both scenarios. So, in-house training. There's regions and departments, but also, if we have multiple corporate clients that we want to deliver training to their users, we can also do this through branches.

Now, going into a branch to see some of the options we have available. First of all, we can have a unique URL. This allows the users of each branch to access their section directly. So, in cases where it's different corporate clients, we can have different branding and the look and feel. We can determine this from the settings options here where we can upload a different logo per branch. We can associate a different language as well. If this is customized in a different country or if we have departments in different regions and different countries, we can associate a different default language so that when users log on to their branch, they see the space in the language that they need.

We can also associate a different them per branch. This is useful in cases where we do have multiple corporate clients on one portal, and we can, you know, really reflect the branding of each customer, so that when their users log on, they have their own familiar environment.

We have some more advanced options here as we can limit the number of users associated to each branch and so on and on. Under the courses tab here, we can also associate courses to a branch. This will essentially create the branch specific course catalog. So, the reason for this is because we can determine a different set of courses available to different departments if we're using it for in-house training, or for different corporate clients. So, for example, if we want, we can have the specific courses assigned to the finance team compared to a different set of courses assigned to the IT team, or likewise. If we have multiple corporate clients, we can have a different set of courses assigned to Company A compared to Company B. These are the courses that the end user will then be able to self enroll on to."