Courses: Creation and Managing

What is a course

A course is the core learning unit of the Onboarding.team platform: it lets you deliver the knowledge and skills your employees need, step by step.

Every course consists of one or more lessons. Lessons can hold training materials in a variety of formats: text, video, SCORM, instruction files, policies, documents, images, and anything else an employee needs to do their job.

Any lesson can also include a homework assignment. Assignments help you check understanding, get detailed feedback from the employee, or assess how they handle practical tasks. Assignments are optional — you decide at which points in the training they're needed.

Here's what a course structure looks like:

There's no limit on the number of lessons and assignments in a course. You can build anything from a short course of a few lessons to a complete training program for new employees.

Creating a course

To create a new course, open the «Courses» section and click «Create course» in the middle of the page, or click «Create» in the top-right corner.

On the course creation page, fill in the following fields:

• Course name – the name employees will see.
• Course cover – optional. Upload an image to give the course a visual identity if you like.
• Description – briefly describe the goal of the course and what employees will learn from it.

Setting up course access

At this stage you also decide who can take the course.

Choose one of the following options:

• Available to all employees – the course is assigned to every user on the platform.
• Available to selected groups – the course is available only to the selected group.
• Custom access settings – lets you combine groups and individual employees.

Access settings can be combined. For example, you can give a specific group access to the course and also assign it to individual users at the same time.

If you've set up access for individual employees and want to switch to group access, clear the current employee selection first, then pick the group that should have access to the course.

Once you've filled in all the required fields, click «Create course».

The new course will also appear in the course list.

Creating course lessons

After creating a course, you land in its editor. This is where you fill the course with training materials.

A course is made up of lessons.

A lesson is a single step in an employee's training that holds materials for learning and knowledge checks. Depending on your goals, a lesson can contain text, files, videos, or assignments.

The platform supports the following lesson types:

• Text – for instructions, policies, work standards, and other written materials.
• Assignment – for checking knowledge, collecting feedback, or assessing an employee's practical skills (homework).
• File or video – for uploading documents, presentations, images, videos, and other materials.

Creating a Text lesson

To add a text lesson, click the «Text» button in the «Add lesson» block on the course editing page.

A lesson creation form opens below, with the following fields:

• Session title – the lesson name employees will see.
• Study time (min.) – roughly how long the employee will need to work through the material.
• Description – optional. A short note on what the lesson is about.
• Lesson content – the main text field where the training material goes.

Once you've filled in all the required fields, click «Save lesson».

Creating an Assignment Lesson

An assignment is the employee's homework — a way to check that the material has sunk in after a lesson.

An assignment can be added after any lesson in a course. Assignments are optional — you decide where in the training you want to double-check an employee's knowledge or collect their feedback.

When completing an assignment, the employee submits an answer and can attach files as proof of completion if needed.

For each assignment you set:

• Maximum score – the highest grade an employee can receive.
• Passing score – the minimum number of points needed to pass the assignment.

When an employee submits their answer, the assignment goes into the review queue. You'll need to grade it:

• If the employee scores at or above the passing score, the assignment counts as completed.
• If the employee scores below the passing score, the assignment is sent back for another attempt.

To add an assignment lesson, click the «Assignment» button in the «Add lesson» block on the course editing page.

An assignment creation form opens below, with the following fields:

• Assignment name – the name employees will see in the course.
• Assignment description – a detailed description of what needs to be done.
• Maximum grade – the highest grade for the assignment.
• Passing mark – the minimum grade needed to pass.

Once all the fields are filled in, click «Save assignment».

Creating a File or video lesson

To add a lesson with a file or video, click the «File or video» button in the «Add lesson» block on the course editing page.

A lesson creation form opens below, with the following fields:

• File name – the lesson name employees will see.
• File – the field for uploading a file or video. Each lesson can hold only one file or one video.
• Description – extra information or instructions for employees on how to work with the material.

Once all the fields are filled in, click «Save file».

Publishing a course

Once you've added all the materials and finished setting up the course, click «Save changes». The button sits above the «Course content» block.

You can open the course you've just created and see exactly how it looks to employees on the platform. This helps you make sure the materials are in the right order and the training looks the way you intended.

AI Assistant for Content Creation

The AI assistant can build a course for you automatically using artificial intelligence.

It's handy when you don't have ready-made training materials or need to put a course together for your employees quickly.

The AI assistant analyzes the course's name and description, then builds the course structure and fills it with training materials on its own.

To create a course with AI, click the AI icon next to the «Course content» block.

Generating a course takes up to 2 minutes.

Editing a course

To edit an existing course, open the «Courses» section, pick the course you need, and click «Edit».

The course editor opens, where you can change both the basic settings and the course content.

In the basic settings you can change:

• the course name;
• the course cover;
• the course description;
• course access for groups or individual employees.

In the «Course content» block you can:

• reorder lessons;
• delete a lesson;
• add a new lesson — text, assignment, file, or video.

When you're done, click «Save changes».

How course changes affect employees

Every change you make to a course applies to all the employees the course is assigned to.

That covers both the settings and the content:

• the course name;
• the description;
• the cover;
• access settings;
• lessons and assignments;
• the order of lessons.

Changes apply no matter where an employee is in the course:

• hasn't started yet;
• is currently taking it;
• has already finished it.

To delete an existing course, open the «Courses» section, pick the course you need, and click «Edit».

The course editor opens. Click «Delete course» above the «Course content» block.

Confirm the action by clicking «Delete» again in the window that appears.

Still have questions?

For your convenience, every section of the platform includes a built-in «How to use this section» block with answers to the most common questions and short how-to guides.

If you've forgotten how to do something, check there first — chances are the answer is already waiting for you.

If you've hit a technical issue or can't find the answer in the Help Center, write to us at hello@onboarding.team.

We'll look into your request carefully and do our best to help as quickly as possible.