How to Edit Training Modules en masse on Employee Plans

It is now easier than ever to edit Training Modules on multiple or all of your Employees’ Plans.

  1. In BalancedResults, click Plans, then click Training Modules
    1. TM Edits Plans
  2. Using the search feature, type the name of the Training Module you want to edit. This will allow you to see all of the Employees with that Training Module.
    2. TM Edits Plans
    You can also scroll through each Employee Plan to locate the Training Modules you wish to edit.
  3. Once you’ve located the Training Module you want to edit, you can update it on specific Employee Plans by selecting the checkbox next to each one, or edit it en masse across all shown plans by clicking the Select All checkbox at the top of the table.

  4. Next, click the Admin Actions button at the top of your screen. From the drop-down menu that appears, select Edit Training Modules
    4. TM Edits Plans
  5. A modal titled “Mass Edit Training Modules” will appear. Title and Description fields are provided where you can type or paste new Core Competency content. 

    To copy content from another Training Module:
    1. Minimize the modal using the trigger in the top right corner. 
      5. TM Edits Plans
    2. Find the title/description you wish to use, then copy that text.
    3. Reopen the modal from the bottom center of your browser window. 
      6. TM Edits Plans
    4. Paste the content you copied into the appropriate field. 
  6. Once you have completed those steps, click Submit to apply those edits to the Training Modules you selected. 7. TM Edits Plans