HealthcareSource University provides free online courses and one-hour, instructor-led sessions that cover the specific functionality of our solutions.

A number of courses are offered on a rotating schedule every month, and students who complete the full set of courses receive the equivalent of a full system training. The following courses are available to all administrative users. 

If you are registered for HealthcareSource University, you can see updated dates and times and enroll here.


Register for HealthcareSource University


Browse Courses by Solution

Course Title

Audience

Format

Details

***Quick Start Guide - HealthcareSource Hiring System

All

eLearning

Take this online course to view an outline of all HealthcareSource Hiring System classes and courses, along with a suggested order of completion.

Adding Users in HealthcareSource Hiring System

Beginner/Admin

eLearning

This online course explains how an Admin user can add other users to the system, including selecting User Groups and modifying visibility of jobs.

Applicant Process in the HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

Review this video to see how an applicant begins the process of applying for a job at your facility.

HealthcareSource Hiring System - Adding Requisitions/Posting Jobs

Beginner/Admin,Recruiter,Hiring Manager

Instructor-led

Attend this instructor-led class to learn how to add requisitions and post jobs in HealthcareSource Hiring System.

HealthcareSource Hiring System - Admin Tab

Advanced/Admin

Instructor-led

This instructor-led class reviews the Admin tab in HealthcareSource Hiring System.

HealthcareSource Hiring System - Analytics

Advanced/Admin, Recruiter

Instructor-led

Attend this instrutor-led class to learn about analytics & reporting in HeatlhcareSource Hiring System.

HealthcareSource Hiring System - Working with Applications

Beginner/Recruiter, Hiring Manager

Instructor-led

Take this instructor-led class to learn how to manage applications in the HealthcareSource Hiring System.  Includes hiring applicants and onboarding.

HealthcareSource Hiring System Admin Tab 1: Communications

Beginner/Admin

eLearning

This online course is for Admin users and explains the configuration availability for email templates and invitations under the Communications section of the Admin tab.

HealthcareSource Hiring System Admin Tab 2:  Configurations

Advanced/Admin

eLearning

This course is for Admin users and explains the configurations for approvals and disqualifications under the Configurations section of the Admin tab.

HealthcareSource Hiring System Admin Tab 3: Organizations

Advanced/Admin

eLearning

In this course you will learn about managing settings for Organizations.   This includes: Job Postings, Managing Roles, Managing Users, Managing User Groups

HealthcareSource Hiring System Admin Tab 4:  Tasks

Advanced/Admin

eLearning

This online course reviews the Admin Tab - Tasks section of the HealthcareSource Hiring System, including manually adding applicants and managing Job Templates.

HealthcareSource Hiring System- Overview

Beginner/Admin,Recruiter,Hiring Manager

Instructor-led

Attend this instructor-led class to receive a basic overviewtraining of the HealthcareSource Hiring Application.

HealthcareSource Hiring System Reporting and Analytics

Advanced/Admin, Recruiter

eLearning

This online course reviews Analytics – Pipeline Report & the Compliance Report, Classic Reports and Custom Reports.

HealthcareSource Hiring System View Audit History (Admin)

Advanced/Admin

eLearning

This online course reviews the View Audit Trail section of the Admin Tab.  Admin users of HealthcareSource Hiring System can use View Audit History in the Admin Tab to view detailed records of several types of edits made to data in the system, along with which users made those changes.

Hiring Applicants in HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

This online lesson explains offering a job, the Onboarding Dashboard and the Offer Pending Checklist.

Interview Guides in HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

In this online course you will learn how to assign user(s) to the interview stage, prepare the Interview Guide, use Templates, score interviews and print Interview Guides.

Interview Self Scheduling for HealthcareSource Hiring System HHS (Video)

Beginner/Recruiter, Hiring Manager

eLearning

This online lesson explains setting up the Self-Scheduling feature, scheduling your availability, finding the applicant, sending the Self-Scheduling Invitation, what the candidate sees, and Scheduled Interview Confirmation.

Interview Self Scheduling in HealthcareSource Hiring System (HHS)

Beginner/Recruiter, Hiring Manager

eLearning

This online lesson explains setting up the Self-Scheduling feature, scheduling your availability, finding the applicant, sending the Self-Scheduling Invitation, what the candidate sees, and Scheduled Interview Confirmation.

Pipeline Analytics in HealthcareSource Hiring System

Beginner/Admin

eLearning

The Pipeline chart gives you a visual representation of how applicants flow through your hiring process. Each bar on the pipeline corresponds to a checklist item on the Applicant Profile page.  In this online lesson you will learn how to modify the report, share the report with another user and save the report.

Post Jobs (Requisitions) in HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

In this online course, you will learn how to create a requisition for a new job opening or renew an existing requisition. This includes selecting a location for the Position Opening, selecting a job title for the Position Opening, renewing requisitions, creating new requisitions, and posting a job (both internally & externally).

Reviewing Applications in HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

In this online course, you will learn how to review & search for jobs, review applications, communicate with applicants, place applicants "On Hold" for a position, and disqualify applicants from consideration for a position.

Sharing Job Links in HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

Sharing a link to a job posting can be a great way to increase applicants. Whether you are sharing the link on social media or sending the link directly to people, this is another great way to make sure you are getting the best hires.

Sourcing Candidates in HealthcareSource Hiring System

Advanced/Recruiter

eLearning

Use HealthcareSource Hiring System to source inactive or disqualified candidates for reconsideration.  This can be helpful during a particularly difficult recruiting time and with hard to fill positions.

Text Messaging in HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

Review this video to see how to use the text messaging functionality to communicate with applicants from within the HealthcareSource Hiring System.

Video Interviewing using HealthcareSource Hiring System

Beginner/Recruiter, Hiring Manager

eLearning

Video Interviewing is an optional feature in HealthcareSource Hiring System but can be a useful tool when interviewing candidates remotely. Take this online course to learn more about this feature.

What's New & What's Next - HealthcareSource Hiring System: April 2020

All/Admin

eLearning

This online course reviews recent enhancements to HealthcareSource Hiring System and a product roadmap of upcoming features.

Course Title

Audience

Format

Details

***Quick Start Guide - HealthcareSource Recruitment Marketing

All

eLearning

Take this online course to view an outline of all HealthcareSource Recruitment Marketing classes and courses, along with a suggested order of completion.

Text Messaging in HealthcareSource Recruitment Marketing

Beginner/Recruiter

eLearning

This course reviews the text messaging feature of HealthcareSource Recruitment Marketing (HRM) including how to subscribe/unsubscribe, send messages and set up templates.

Reviewing New Talent Network Candidates in HealthcareSource Recruitment Marketing

Beginner/Recruiter

eLearning

These steps are intended to help users review NEW candidates that have “Joined Your Talent Network” set up within Recruitment Marketing. 

Managing Your Import Folder and Adding New Candidates in HealthcareSource Recruitment Marketing

Advanced/Recruiter

eLearning

This “how-to” guide will walk you through the process of managing the import folder and adding new candidate(s) into Recruitment Marketing.

Managing Search Guides in HealthcareSource Recruitment Marketing

Beginner/Recruiter

eLearning

This “how-to” guide will walk you through the process of creating, managing and saving a search inside the Recruitment Marketing system.

Managing Folders in HealthcareSource Recruitment Marketing

Beginner/Recruiter

eLearning

This step-by-step “how-to” guide will walk you through the process of creating, managing and saving a Folder inside the Recruitment Marketing system. 

Job Broadcast in HealthcareSource Recruitment Marketing

Advanced/Recruiter

eLearning

This course provides a look at the Job Broadcast function. 

HealthcareSource Recruitment Marketing Overview

All

Instructor-led

This session provides an introduction to HealthcareSource Recruitment Marketing and how to utilize the solution in recruiting. 

HealthcareSource Recruitment Marketing - Sourcing

Beginner/Recruiter

eLearning

The course is intended to help lay the foundation for your sourcing process and can be used as a “cheat sheet” reference during your sourcing processes. 

HealthcareSource Recruitment Marketing - Source and CRM Guide

Beginner/Recruiter

eLearning

This course provides an abbreviated version of how to get started with Source and CRM. 

Desktop Tools for HealthcareSource Recruitment Marketing

Advanced/Recruiter

eLearning

The Recruitment Marketing Desktop Tool allows you to “scrape” someone found on the internet or in a nonintegrated resume database and import them as a Candidate into Source & CRM. 

Creating Email Templates in HealthcareSource Recruitment Marketing

Advanced/Recruiter

eLearning

This “how-to” guide will walk you through the process of creating and managing candidate email templates inside the Recruitment Marketing system.  

Creating Email Campaigns and Mass Email Management in HealthcareSource Recruitment Marketing

Advanced/Recruiter

eLearning

This course focuses on how to use Mass Email when you are sending an email campaign out to more than 500 candidates. 

Creating an Auto-Search in HealthcareSource Recruitment Marketing

Beginner/Recruiter

eLearning

This “how-to” guide will walk you through the process of creating and managing an Auto-Search inside the Recruitment Marketing system. 

Creating an Auto-Email in HealthcareSource Recruitment Marketing

Beginner/Recruiter

eLearning

This “how-to” guide will walk you through the process of creating and managing an Auto-Email inside the Recruitment Marketing system. 

Course Title

Audience

Format

Details

***Quick Start Guide - NetCompetency

All

eLearning

Take this online course to view an outline of all NetCompetency classes and courses, along with a suggested order of completion.

NetCompetency Validation

Beginner/Admin

eLearning

Validating competencies is a way to verify that a learner has successfully proven their ability to perform a skill or set of skills. Review this course to learn about the validation process.

NetCompetency User Guide

Beginner/Admin

eLearning

Review this course to get an overview of the NetCompetency application.

NetCompetency - Editing an Active Competency

Beginner/Admin

eLearning

Review this course to learn how to edit an active competency in NetCompetency. 

NetCompetency Overview

All

eLearning

Review this course to see how NetCompetency works. 

NetCompetency - Utilities, Competencies & Competency Library

Beginner/Admin

Instructor-led

This session outlines notifications and widgets, an overview of competencies and the competency library.

NetCompetency - Train the Trainer

Advanced/Admin

Instructor-led

This session focuses on NetC validator training.

NetCompetency - Reports & Troubleshooting

Beginner/Admin

Instructor-led

This session focuses on reporting within NetCompetency and how to troubleshoot common challenges.

NetCompetency - General Overview

Beginner

Instructor-led

This session provides a basic overview to NetCompetency and is ideal for a new administrator.

NetCompetency - Enrollment, Skills Functions & Groups

Beginner/Admin

Instructor-led

This session covers how to assign competencies, system validation and learner generated evidence, how to revise or update competencies and an overview of groups and ways to use them.

NetCompetency - Basics, Roles & Building Blocks

Beginner/Admin

Instructor-led

This session provides an overview of tab and functionality; system overview; competency status; competency/terminology overview; types of roles; standards/directives; validation methods and skills.

Best Practices for NetCompetency

Beginner/Admin

eLearning

Review this course to learn the best practices for managing a competency program with NetCompetency

Course Title

Audience

Format

Details

What's New & What's Next - NetLearning: March 2020

All/Admin

eLearning

Review this online course to see a Product Road Map for NetLearning demonstrating newly released and upcoming features.

Virtual Classes in NetLearning

Advanced/Admin

eLearning

In this online course you will learn how to provide learners with login information when using virtual classes in NetLearning.

Video Streaming / Manage Video in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to use the NetLearning Video Streaming functionality for online courses.

Utilities in NetLearning

Beginner/Admin

Instructor-led

Learn how to setup roles, email notifications, and system and myNetLearning preferences. Also learn how to perform imports, report uploads, and exports.

Using YouTube as a Direct Link in NetLearning

Advanced/Admin

eLearning

This online lesson explains how to insert the YouTube link in the Course URL field.

Using the Wait List in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to use the Wait List settings, add a learner to the wait list as an admin, enroll learners from the wait list manually/automatically, and how learners can add themselves to the wait list in NetLearning.

Using Report Templates in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to set groups to be excluded from reports, create a report template, load a template, and schedule a report template in NetLearning.

Using Prerequisites and Post-requisites  in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to specify courses that must be taken before or after completing a given course in NetLearning.

Using iSpring Free in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to install iSpring Free, saving a powerpoint, and uploading the files for links in Powerpoint.

Using Communication Tiles in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to add, edit, and save Communication Tiles for the NetLearning login pages. Communication Tiles display to the right  of the user login/password on the sign-in page.

Uploading SoftChalk 11 Courses in NetLearning (Printable)

Beginner/Admin

eLearning

This online course explains how to upload a new SoftChalk course in the NetLearning Administrator, how to update an existing SoftChalk course, and how to create a NetLearning test to issue with a SoftChalk course.

Uploading eLearning Content & Managing Videos in NetLearning

Beginner/Admin

Instructor-led

Learn how to correctly upload course content that will be used for eLearning. This instructor-led class includes an overview of content authoring tools, saving the content and zipping a folder, and importing the content into NLA8.  Additionally, the use of the Manage Video function and and the Manage Content function will be covered.

Testing in NetLearning

Beginner/Admin

Instructor-led

Using NetLearning to create tests and surveys as a conclusion to an eLearning course, or as a stand-alone exam.

Test and Survey Options in NetLearning (Printable)

Beginner/Admin

eLearning

This online course explains how to add a new test or survey, edit/delete an existing test or survey, and run reports on tests and surveys in NetLearning.

Setting up Admin Users in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to create a role, add Admin Rights to existing learners, and view Admin Users in NetLearning.

Self-adding Completions in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to set up a course/curriculum for Self Add and how to Self Add as a learner in NetLearning

Running Reports in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to run the Curriculum Assessment, Enrollments & Completions, and the Transcript Report for your staff in NetLearning.

Running Reports as a Manager/Supervisor in NetLearning (Printable)

Beginner/Supervisor

eLearning

This online course explains how to access Reports, run the Curriculum Assessment Report, the Enrollments & Completions Report, and the Transcript Report in NetLearning.

RQI Course Enrollment Options

Beginner/Admin

eLearning

Learn best practices for assigning RQI 2020 courses to your learners.

Restricting a Class using Curriculum in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to use a curriculum to restrict a class to specific groups.

Reports in NetLearning

Beginner/Admin

Instructor-led

A review of the reports in NetLearning, with an in-depth review of the most commonly used ones, including the transcript, enrollments & completions, usage detail, and the class roster.

Recording a Curriculum in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to record several courses that are part of a curriculum at once.

New Administrator Overview in NetLearning (Video)

Beginner/Admin

eLearning

Upon completion of this online course, you will have received a very high level overview of the NetLearning Administrator and its functionality. While it is not a full system training, it is a great place to start gaining understanding of how the Admin site works.

NetLearning - Utilities - Preferences

Beginner/Admin

eLearning

This online course provides information about setting preferences in the Utilities section of  NetLearning Administrator 8.

NetLearning - Utilities - Imports

Beginner/Admin

eLearning

This online course provides information about running imports in the Utilities section of  NetLearning Administrator 8.

NetLearning - Utilities - Admin Users

Beginner/Admin

eLearning

This online course provides information about creating and editing Admin Users in the NetLearning Administrator 8.

NetLearning - Uploading CBLs

Beginner/Admin

eLearning

This online course provides information about Uploading CBLs in NetLearning Administrator 8.

NetLearning - Student Interface/My Team

Beginner/Admin

eLearning

Learn how to customize and use the Student Interface. Also learn how managers use the My Team tab to enroll, record, and report on the learners they manage.

NetLearning - Student Interface - Student Perspective

Beginner/Admin

eLearning

Learn how to login and logout of the NetLearning learner interface, how to enroll in an Online Course and Instructor-led Class and how to run reports on yourself in this online course from the learner's perspective.

NetLearning - Reports

Beginner/Admin

eLearning

This online course provides information about running reports in the NetLearning Administrator 8.

NetLearning - Learners - People

Beginner/Admin

eLearning

This online course provides information about the People in the Learners section of the NetLearning Administrator.  The purpose of this lesson is to learn how to use the People Tab of the Learners section, view the assigned groups a learner belongs to from the "Assigned Groups" tab, and enroll a learner in Instructor-Led classes and online CBLs.

NetLearning - Learners - Overview

Beginner/Admin

eLearning

This online course provides information about the Learners section of the NetLearning Administrator.  You will learn how to add and manage Organizations and Departments; add, manage and assign People Groups; add and assign Job Titles; and create Licenses and Certificate Types.

NetLearning - Learners

Beginner/Admin

Instructor-led

Review the people in NetLearning: How did they get there & what information is stored. Review education records & assignments; use the "Impersonate" feature to get a learner's-eye-view of myNetLearning.

NetLearning - eLearning - Testing

Beginner/Admin

eLearning

This online course provides information about Testing in the eLearning section of NetLearning Administrator 8.  The purpose and benefit of this lesson is to learn how to add a test composed of Multiple Choice, True/False, Fill-in-the-Blank and Open Ended questions; link a test to an existing course, and edit an existing test.

NetLearning - eLearning - Curricula

Beginner/Admin

eLearning

This online course provides information about Cirricula in the eLearning section of NetLearning Administrator.  The purpose of this lesson is to learn how to identify different types of curricula: Open; Open with assigned groups; Closed Mandatory; create a curriculum for each of these types; record an entire curricula; and understanding copying, deleting, and changing the status of a curriculum.

NetLearning - Customizing Reports

Advanced/Admin

Instructor-led

This instructor-led class will present users with the opportunity to learn about basic report (and certificate) editing functionality, as well as to request instruction on specific report editing procedures.

NetLearning - Curricula

Beginner/Admin

Instructor-led

Using curricula to group courses, assign to collections of people, and setting an automatic enrollment schedule. Using curricula to record courses on learner's transcripts. Setting up a "self add" curriculum to allow learners to manage specific courses on their own transcripts.

NetLearning - Courses, Course Groups, Credit Types

Beginner/Admin

Instructor-led

Learn the functions of the eLearning screen including adding and editing courses, course groups, and credit types.

NetLearning - Courses

Beginner/Admin

eLearning

This online course provides information about Courses in the eLearning section of NetLearning Administrator.  Learn how to add/edit courses, course groups and credit types.

NetLearning - Classroom - Scheduling and Recording Classes

Beginner/Admin

eLearning

This online course will help you learn how to schedule an instructor-led class, enroll individuals or groups of people in a class, useg the grid, record a previously scheduled class, record a class that was not previously scheduled and about restricting learner class enrollment access.

NetLearning - Classroom - Resources

Beginner/Admin

eLearning

The purpose of this online lesson is to learn how to manage facilities and rooms, manage equipment types and equipment, manage task groups and tasks and add class types.

NetLearning - Classroom

Beginner/Admin

Instructor-led

Review the building blocks of managing instructor-led training, including setting up facilities & classrooms, equipment, & instructors. Learn the basics of scheduling & recording classes.

My Team Access in NetLearning (Printable)

Beginner/Supervisor

eLearning

This online lesson explains how to login to My Team and use the additional widgets.

Merging SCORM Courses in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to merge SCORM courses when the imsmanifest file has changed.

Merging Courses When the Tests Don't Match in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to merge courses when the test associated to them do not have the same number of test questions.

Manual Curriculum Enrollments in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to manually enroll a learner into a curriculum.

Limiting the Wait List for Classes in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to limit the use of the Wait List functionality.

Importing CBLs in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to save your CBL content, zip and import the content, and set up your course with a test.

Enhancing Tests in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to enhance the text, add images, sound, video, and hyperlinks to your test questions.

Customizing Reports in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains the basic functionality of Customizing Reports (and certificates).

Creating Custom Confirmation Emails for Classes in NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to run the confirmation email for a class, create a new template, and associate the new template to a specific class.

Course Manager Plus Reports in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains the Course Manager Plus report functionality. Learn how to see the available credits/usages for purchased courseware.

Course Imports in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to use the Course Import function.

Course Enrollment Options in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to manage several course enrollment options, including manual enrollment and automatic assignments via curricula.

Changing a Test Grade in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to change a test grade for an online CBL course.

Best Practices for Heartcode Courses in NetLearning (Printable)

Beginner/Admin

eLearning

Best practices for assigning AHA / RQI Heartcode courses for BLS, ALS, and PALS.

Archiving a NetLearning Course (Printable)

Beginner/Admin

eLearning

This online lesson explains how to "retire" a course that is no longer in use in NetLearning.

Adding Links to Course Notes in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to upload a document and link to it in your Course Notes in NetLearning.

Adding Links to Class Notes in NetLearning (Printable)

Beginner/Admin

eLearning

This online lesson explains how to upload a document and link it to your course notes in NetLearning.

Adding a Logo to the Learner Interface Login Page for NetLearning (Printable)

Advanced/Admin

eLearning

This online lesson explains how to upload a picture to the NetLearning server and connect it to the Student Interface Login page.

***Quick Start Guide - NetLearning

Beginner/Admin

eLearning

Take this online course to view an outline of all NetLearning classes and courses, along with a suggested order of completion.

Course Title

Audience

Format

Details

Performance Manager- Goals: Session 1 (Overview)

Advanced/Admin

Instructor-Led

This session provides an overview of Development Goals and Performance Goals allowing Administrators to understand how users across the system can participate in goal setting and management.  Pre-requisite: Completion of Administrator training is recommended.

Performance Manager- Feedback

Beginner/Admin

Instructor-Led

This session will provide an overview of Feedback functionality.  Includes a demo of manager notes and the feedback form and a review of setting options available.

Performance Manager- Compensation

Advanced/Admin

Instructor-Led

This session will provide an overview of the compensation module: comp cycles, worksheet setting options and worksheet functionality.

Performance Manager Schedules (Updated Version)

Advanced/Admin

eLearning

This course provides information on using the updated scheduling wizard feature.  The scheduling wizard can be used for appraisals, checklists and documents.  The course uses an appraisal schedule to demonstrate.

Performance Manager Registration

Beginner/All

eLearning

Before your first login to Performance Manager, you need to register an account in the system. This video walks through the registration process so you can access Performance Manager and begin managing your profile and tasks.

Performance Manager Overview

Beginner/All

eLearning

Performance Manager is a powerful talent management tool designed to help managers and employees alike plan and track their career paths. This overview video shows the features and views available to each type of user.

Performance Manager Editing a Job Description - Managers

Beginner/Manager

eLearning

Job descriptions are an important aspect of Performance Manager. They help employees understand their role and set appropriate goals, and can be used to feed into appraisal forms for evaluation purposes. These videos show how managers and administrators can edit job descriptions.

Performance Manager Editing a Job Description - Admin

Beginner/Admin

eLearning

Job descriptions are an important aspect of Performance Manager. They help employees understand their role and set appropriate goals, and can be used to feed into appraisal forms for evaluation purposes. These videos show how managers and administrators can edit job descriptions.

Performance Manager Checklists - how to complete as a manager or validator

Beginner/Admin, Manager

eLearning

This video demonstrates the checklist completion process for managers and validators.

Performance Manager - Admin Toolkit

Advanced/Admin

Instructor-Led

 This session is ideal for Performance Manager Administrators who want to assess system usage and get an overview of what the system can offer. Topics include Document Sign-Off, Succession Planning and quick tips for navigation.

Performance Manager - Train the Trainer (Manager)

Advanced/Admin

Instructor-Led

This session is intended for internal client trainers who will be responsible for providing Performance Manager training to Manager users (new and refresher).  Provides recommendations for setting up test users and data and leading Manager users through the site and tasks they may receive.

Performance Manager - Recognition

Beginner/All

eLearning

Provides an overview of the Recognition and Remarks feature within Performance Manager including a discussion of settings options and journal.

Performance Manager - Performance Vitals (Printable)

Advanced/Admin, Managers

eLearning

This course reviews Performance Vitals, including configuration and comparing employees using Performance Vitals.

Performance Manager - Performance Goals - Overview & Setup (Printable)

Advanced/Admin

eLearning

This lesson explains what Performance Goals are, Performance Goals workflow, Goal Settings, Pillars, Assessment Lists, creating Performance Goal Forms and Performance Goal Task Types.

Performance Manager - Performance Goals - Completing Goal Forms (Manager)(Printable)

Advanced/Admin, Managers

eLearning

This lesson explains about adding Goals, copying Goals, distributing Goals, applying Weights to Goals, sending Goals to the Employee, adding/Viewing Goal Notes, and assessing Performance Goals.

Performance Manager - Performance Goals - Completing Goal Forms (Employee) (Printable)

Advanced/All

eLearning

This lesson explains to the employee how to add Goals, copy Goals, send Goals for approval, employee access of Approved Goals, and add/view Goal Notes.

Performance Manager - Performance Goals - Assigning Goal Forms (Printable)

Advanced/Admin

eLearning

This lesson explains how to assign Performance Goal form using appraisal schedules.

Performance Manager - Goals: Session 3 (Performance Goal Tasks)

Advanced/Admin

Instructor-Led

An overview of goal task and accessibility for non-Administrator users related to the Performance Goal Module.  Pre-requisite(s): Completion of Goals: Session 1 (Overview) is recommended.

Performance Manager - Goals: Session 2 (Performance Goals Admin)

Advanced/Admin

Instructor-Led

An overview of Administrator goal set up and management options related to the Performance Goal Module.  Pre-requisite(s): Completion of Goals: Session 1 (Overview) is recommended.

Performance Manager - Development Goals (Printable)

Advanced/Managers

eLearning

This lesson explains What are Development Goals, Development Goals Workflow, Adding Development Goals – Individual Employees, Adding Development Goals – Multiple Employees, Printing Development Goals, Completing Development Goals, and Deleting Development Goals.

Performance Manager - Checklists

Advanced/Admin

Instructor-Led

This session will provide a demonstration of Checklist functionality and a review of the process for creating forms.  Includes an overview of scheduling and settings options.

Performance Manager - Admin 6: Reports

Advanced/Admin

Instructor-Led

This session provides a general overview of reporting available within Performance Manager and touches on the custom report builder access for Administrators.

Performance Manager - Admin 5: Job Descriptions/Templates

Advanced/Admin

Instructor-Led

Description:  General discussion about link between templates and appraisals and/or Job descriptions.  Review of creating a job description and optional features for use.  Designed for use in conjunction with job description editing video available via Help.

Performance Manager - Admin 4: Appraisal Workflow

Beginner/Admin

Instructor-Led

Description: This session provides a demonstration of all appraisal workflow available within Performance Manager to include completing appraisals, routing, and employee comments.  Includes overall rating or merit options as well as hiding and display of document details.  Ideal for new Administrators or those considering changes to their internal process.

Performance Manager - Admin 3: Schedules

Advanced/Admin

Instructor-Led

This session provides an overview of schedule functionality within Performance Manager with a focus on Appraisal schedules.  Ideal for all Administrators responsible for assignment of appraisal and other scheduled tasks

Performance Manager - Admin 2: System Settings (Admin Menu)

Beginner/Admin

Instructor-Led

This session provides an overview of Performance Manager settings and configuration options available to system Administrators.  Ideal for new Administrators or those interested in reviewing functionality which may be available but currently unused.

Performance Manager - Admin 1: Employee and User Records

Beginner/Admin

Instructor-Led

This session will provide Administrators with instruction for accessing user records, assigning user roles, and assisting users with login issues.  Includes tips for user task management and configuring email notifications.  Ideal for new Administrators.

Performance Manager - 360 Reviews

Advanced/Admin

Instructor-Led

Join this session to learn about 360 Review functionality and how it differs from the use of multi-rater feedback.  The session will review scheduling options and tasks assigned to Facilitators, Managers and Subjects.

5 - Admin Tab Basics in Performance Manager

Beginner/Admin

eLearning

The Admin tab contains most of the areas for system-wide configuration settings.  This course is an opportunity for you to learn about all of the functions and consider utilizing features that haven’t been used in your organization in the past.

4 - Job Descriptions in Performance Manager

Beginner/Admin

eLearning

Explore this course to learn more around your responsibilities in managing job positions and their related job descriptions, templates, and special forms that are used within Performance Manager.

3 - Employees Tab in Performance Manager

Beginner/Admin, Manager

eLearning

This course will briefly share the Employees tab functionality in HealthcareSource’s product, Performance Manager.  Although full functionality shown in this course applies to Manager users, you will be able to explain what you can find here regardless if you supervise other employees.

2 - My Folder Tab in Performance Manager

Beginner/All

eLearning

During this course on Performance Manager, you’ll be able to explain what the My Folder Menu role is and use the Tasks page to complete important functions.

1 - Navigation Basics in Performance Manager

Beginner/All

eLearning

Walk through the Performance Manager Application to see what features and functions are available to you.

***Quick Start Guide - Performance Manager

All

eLearning

Take this online course to view an outline of all Performance Manager classes and courses, along with a suggested order of completion.

Course Title

Audience

Format

Details

***Quick Start Guide - Assessments

All

eLearning

Take this course to view an outline of all HealthcareSource Assessments classes and courses, along with a suggested order of completion.

What's New & What's Next - Staff Assessment: May 2020

All

eLearning

This online course reviews recent enhancements to Staff Assessment and a product roadmap of upcoming features.

What's New & What's Next - Reference Assessment: May 2020

All

eLearning

This online course reviews recent enhancements to Reference Assessment and a product roadmap of upcoming features.

Suite Login for Assessments

All

eLearning

Between assessing your staff, grooming future leaders, and educating nurses, it’s safe to say you’ve got a lot
going on. With the introduction of Suite Login for HealthcareSource Assessments, we’ve made it easier for you
to work a little quicker and smoother.

Staff Assessment Training Kit

Beginner

eLearning

This is a high-level overview of the Staff Assessment Solution.

Staff Assessment Toolkit Training Video

Beginner/All

eLearning

This video provides an overview of the Staff Assessment survey from the applicant perspective as well as the Staff Assessment Feedback Report. 

Staff Assessment Enterprise Features

Beginner/Admin

eLearning

This video provides an overview of the Staff Assessment Enterprise Report including the Dashboard, Development Report and Nursing Critical Thinking Assessment.

Retention Dashboard in Assessments

Advanced/Admin

eLearning

HealthcareSource Staff Assessment includes the Retention Dashboard. This new feature offers
expanded turnover reporting capabilities, making it easier than ever to determine common factors that could be
contributing to your employees leaving (or staying). After identifying these elements, you can then work on
reinforcing the departments, people, or roles needing it most.

Nursing Critical Thinking Assessment

Beginner/Admin

eLearning

This video reviews why the Critical Thinking Assessment is important, the design of the assessment, the Developmental Feedback Report and best-practice uses for the report.

Leadership Assessment Training Kit

Beginner

eLearning

This is a high-level overview of the Leadership Assessment Solution.

Introduction to the HealthcareSource Staff Assessment

All

eLearning

This video provides background information on the Staff Assessment, an overview of the Staff Assessment Survey from an applicant's perspective and the Staff Assessment Feedback Report.

Introduction to the HealthcareSource Reference Assessment-Position Manager 11 Integration

Beginner

eLearning

This course demonstrates how Reference Assessment works within Position Manager 11

Introduction to the HealthcareSource Reference Assessment

All

eLearning

This video provides background information on the Reference Assessment, a look into the Reference Assessment from the perspective of HR users, candidates and references and reviews additional Reference Assessment features including analytics and sourcing. 

Introduction to the HealthcareSource Leadership Assessment

All

eLearning

This video provides background information on the Leadership Assessment, an overview of the assessment from the staff perspective and a review of the Leadership Assessment Selection & Development Reports.

Interactive Interview in Assessments

All

eLearning

HealthcareSource Staff Assessment's Interactive Interview aims to provide a more efficient and accurate way to conduct applicant interviews. Instead of printing hard copies of the Feedback Report for taking notes, a mobile-optimized online version allows you to capture notes and log feedback electronically during the interview process.

HealthcareSource Staff Assessment Turnover Reporting Video

Advanced/Admin

eLearning

This video reviews how to use the Staff Assessment to identify candidates more likely to stay with your organization including how to import turnover files, mapping fields, exporting turnover summary reports and viewing/interpreting the reports. 

HealthcareSource Staff Assessment Interactive Interview

All

eLearning

This course defines the Interactive Interview, using the Interactive Interview form during the applicant interview process and applicant scores. 

HealthcareSource Staff Assessment Enterprise Features Overview

All

eLearning

This video provides an introduction to the Staff Assessment Enterprise Report including the Dashboard, Staff Assessment Development Report and the Nursing Critical Thinking Assessment. 

HealthcareSource Reference Assessments Overview

All

Instructor-led

This session offers a comprehensive look at the HealthcareSource Reference Assessment tool. 

HealthcareSource Leadership Assessment Overview

All

Instructor-led

This session offers a comprehensive look at the HealthcareSource Leadership Assessment tool.   

HealthcareSource Staff Assessment Overview

All

Instructor-led

This session offers a comprehensive look at the HealthcareSource Staff Assessment tool. 

HealthcareSource Staff Assessment Reporting Overview

Advanced/Admin

Instructor-led

This session offers a comprehensive look at the reports available in HealthcareSource Staff Assessment.

HealthcareSource Assessments - Turnover Summary Report

Advanced/Admin

eLearning

HealthcareSource Staff Assessment includes Turnover Summary reporting capabilities. With this report, your organization receives a clear picture of how many employees are staying, how many are going, and can help you determine if there’s any correlation of these departures with their Staff Assessment survey
results.

Candidate Pool in Assessments

All

eLearning

HealthcareSource Staff Assessment provides some relief to those lengthy application workflows with the introduction of Candidate Pool, which aims to strategically reduce the amount of time candidates spend completing online applications.

Course Title

Audience

Format

Details

***Quick Start Guide - Position Manager 11

All

eLearning

Take this online course to view an outline of all Position Manager classes and courses, along with a suggested order of completion.

Position Manager 11 - Interview Self-schedule

Beginner/Recruiter, Hiring Manager

eLearning

This lesson explains the following: Setting Up Your Calendar, Self-Scheduling Invitation Form, Scheduling an Interview, and What the Applicant Sees. 

Position Manager 11 - Interview Self Schedule (Video)

Beginner/Recruiter, Hiring Manager

eLearning

This lesson explains the following: Setting Up Your Calendar, Self-Scheduling Invitation Form, Scheduling an Interview, and What the Applicant Sees. 

Position Manager 11 - HR 2

Beginner/Admin, Recruiter

Instructor-led

This session continues where HR 1 stopped and focuses on applicant management and onboarding of new hires. An overview of reporting is also incorporated. 

Position Manager 11 - HR 1

Beginner/Admin, Recruiter

Instructor-led

This session provides an overview of the site layout and help options, requisition routing (manager creation to posting a job) and managing requisitions. The applicant experience is also incorporated.

Position Manager 11 - Hiring Manager Train the Trainer

All

Instructor-led

Best practices for HR to use when training hiring managers users for Position Manager v11.

Position Manager 11 - Administrator Review A

Beginner/Admin

Instructor-led

This session provides a review of hierarchy, Users and User Roles, settings, questionnaires, documents and templates.

Position Manager 11 - Administrator Review B

Beginner/Admin

Instructor-led

This session continues the review where Session A stopped and provides a review of the Career Site and onboarding options and settings.   

6.1 Position Manager 11 - Reports

Advanced/Admin

eLearning


There are several reports that come prepackaged with every Position Manager 11 installation. This course covers several of those reports and how to modify them in order to pull the data you need.

5.5 Position Manager 11 - Communication Templates

Advanced/Admin

eLearning

This course covers common communication templates, including Email and document templates, which can be sent to your applicants and other users in Position Manager 11.

5.4 Position Manager 11 - Customization of a New Hire Form

Advanced/Admin. Recruiter

eLearning

This course will review HealthcareSource's capability to customize your new hire form in Position Manager 11.

5.3 Position Manager 11 - Hiring an Applicant *Including Onboarding

Beginner/Recruiter

eLearning

This course will take you through the hiring process of an applicant.  Onboarding is an optional feature also covered in this course.

5.2 Position Manager 11 - Applicant Details within the People Tab

Beginner/Recruiter

eLearning

This course will take you through key features of an applicant under the Applicant Details page. The Applicant Detail page provides access to current information for the selected applicant and is divided into areas to help provide quick access to information.

5.1 Position Manager 11 - Search Results of the People Tab

Beginner/Recruiter

eLearning

This course will take you through key features of the Search Results of your applicants under the People tab.

4.2 Position Manager 11 - Applicant How to Apply

Beginner/Recruiter

eLearning

This course provides detailed instructions which can be given to applicants using the career site. Includes information for applicants who began the process using Indeed's Quick Apply feature.

4.1 Position Manager 11 - Mobile Career Site

Beginner/Recruiter

eLearning

This course reviews the applicant friendly, mobile career site, providing any applicant an easy way to search, save, add favorites and apply for job postings.

3.4 Position Manager 11 - Posting a Job

Beginner/Recruiter

eLearning


This course covers how recruiters can post jobs to job boards, including the internal and external career site for the organization.

3.3 Position Manager 11 - Hiring Manager's Requisition Approval Process

Beginner/Admin. Recruiter, Hiring Manager

eLearning

Review the process hiring managers will use to add requisitions and send them for approval.

3.2 Position Manager 11 - Updating the Requisition Form and Fields

Beginner/Admin

eLearning

In this course learn how to update the requisition form. By the end of the session you will be able to: Find and edit lists needed for your Requisition Form. Also how to add, edit and delete the most common drop down field choices.

3.1 Position Manager 11 - Overview of the Requistion & Jobs tab

Beginner/Admin. Recruiter

eLearning

In this lesson you will learn how to create, edit and manage requisitions and job postings.

2.2 Position Manager 11 - Job Templates

Beginner/Admin

eLearning

This course reviews where to find templates and how to fill out details when creating a new job template.

2.1 Position Manager 11 - Hierarchy

Beginner/Admin

eLearning

This lesson explains the following: What the hierarchy is, How the hierarchy applies to your organization, and How to apply the hierarchy knowledge gained with this course to your own system

1.2 Position Manager 11 - Help Functionality

Beginner/Admin. Recruiter

eLearning

This course provides a brief overview of the help functionality and provides instruction on where to find help using product features.

1.1 Position Manager 11 - Navigation Basics

Beginner/Admin. Recruiter

eLearning

This course provides a brief walk-through of key areas of Position Manager 11.


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