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Courses: How to Create a Digital Onboarding
Courses: How to Create a Digital Onboarding

Your Step by Step Guide to Creating a Course

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Courses are an easy way to create and deliver a digital type of training or process for your team to perform from anywhere and at any time. These can be onboarding new employees, training for new positions, and any other needs you can think of.

In this article, we will go on how to use all the objects in the connecteam courses feature and the steps you should take to create an effective onboarding. This article will use the example of creating an onboarding course for servers in a restaurant, but the principles discussed here can be applied to any other industry or course created.

Now let’s get started!

Step 1: Planning

The most important part of creating any kind of course, especially an onboarding for new employees is the process of planning. This happens before creating the courses in the connecteam platform and involves deciding what information you want to include in your course. The next step is to decide the format you want to convey this information to your new team members. Whether it is through text, videos, quizzes, or forms employees need them to fill out, etc. Connecteam gives you all the options.

Below you can see that before creating my course I created a list of the information I want to include in my Waiters onboarding and the format this information is in.

Step 2: Creating a New Course

Once you are done planning it is time to create the course itself. To get started enter your courses feature on the left sidebar, then select + add new and name the course. In the example below you can see I named the Course Onboarding for Waiters. Now simply add sections and objects.

Step 3: Adding Sections

Sections serve as the categories that the course will be broken down into. To add sections simply select + Add a section button and name the sections.In the example below you can see I created four sections: Welcome, Roles and Responsibilities, Menu, and Customer Service.

Step 4: Adding Objects

Objects are the actual material you will include in the course such as files, text, videos courses, etc. Below you can see an example of each type of object you can add to a course.

Now we will build our server’s onboarding course using an example from each object type.

Example 1: Text

Below you can see I used the text message to create a welcome message for all the waiters beginning this onboarding.

Example 2: File

Below you can see I added a file with all the information about shifts that new serves will need to know.

Example 3: Form

Next, I used a form to create a checklist for my users to complete on the first day of their onboarding process. Forms include a variety of customizable capabilities and can be made either from scratch or from a template.

Example 4: Youtube Video

Then I added a video showing all the day-to-day duties and responsibilities of a server. In your case, this could be any video you want your users taking the course to see

Tip: If your video is not on YouTube and is instead stored on a computer, that's ok. Use the Video object to upload your MP4 directly to the course.

Example 5: Link

Following the video I found an external website that had an article on the top 10 qualities to be a great server, and I used the link object to add this article to the course. In your case, it could be a page on your company website or any external website you want users to visit.

Example 6: Audio

As part of the onboarding I wanted my users to hear a talk on the importance of customer service, so I used the Audio object to upload an audio link containing a talk.

Example 7: Knowledge Base

In the onboarding, I wanted a way to include a file folder with all the restaurant's menus for the new waiters to study. To accomplish this I used the knowledge base object and added a folder with all the restaurant's menus.

Example 8: Quiz

When it's all said and done, as a manager I need to measure how my users did in the onboarding, so I created a quiz for my users to take when finishing the course.

The quiz can be customized to include text answers or images. You can even adjust the quiz settings to include a passing score, randomize the question order, and much more.

Tip: Looking to set a due date for your course or ensure that users don’t skip parts of a course check out our Courses Settings article.

Step 5: Publishing and Assigning your Course

Once you have finished designing your course you can save it as a draft, or publish it and assign it to users. To publish select save changes, and assign it to either select users or smart groups. Thats it, your course is ready to go

Tip: If you want to monitor your user's progress throughout the course Connecteam gives you that option too. Check out this article to learn more.

Sharing Your Course

Once, you have finished creating the course and published it to the relevant users, you can share the course in company emails or presentations using the course link. When a logged-in employee clicks on the link the course will automatically open. If you assign employees to multiple courses this is a foolproof way to make sure they complete the correct one.

To copy the course link enter the relevant course and click on the hyperlink icon next to the course title.


In this article, we went over creating a course step by step from planning to publishing. Although the example was for onboarding, the courses feature is incredibly flexible and there are an unlimited number of ways to use courses such as uploading your company policy or creating a document for users to read and sign.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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