R365 Employee Training Implementation Checklist

The R365 Employee Training Implementation Checklist guides administrators through a six-week rollout of training modules, admin setup, and learning-track configuration to ensure operational readiness. It outlines tasks like setting up company admin roles, creating locations and users, assigning courses, building learning paths, launching quizzes, testing integrations, and launching full employee training.

Week 1 - Kickoff & Foundations (Admin Setup + Core Features)

Goal

Set up admins, roles, locations, users, and review Marketplace Courses so training content can be assigned immediately — especially important for restaurants who don’t yet have their own training.

Week 1 Checklist

If you plan to integrate with an existing software system to bring employees into ExpandShare, complete the steps below as soon as possible.

• Training Integrations

• R365 Employee Training Integration Guide.pdf

• At least 1-2 Company Admin

• Roles and role-based permissions aligned to your org structure

• Locations added (or at least a test location) if applicable

• Core users/admins added

• Library structure decided (top-level folders)

• First Newsfeed post sent (even if test-only)

• Identify and add Marketplace Courses to your Course List

Week 2 - Course Builder, Learning Tracks & Assignments

Goal

Start building structured training content and paths.

Week 2 Checklist

• At least 1–3 Courses created

• At least 1 Learning Track created (e.g., “New Hire Onboarding”)

• Assignments configured for at least one role/position or location

Week 3 – Quiz Builder & Assessments

Goal

Add knowledge checks and assessments to your training.

Week 3 Checklist

• Quizzes added to key Courses

• Quiz settings (Submit & Score, Missed Question Review, Review Questions with Immediate Feedback)

• At least one Learning Track includes a Course with a quiz

• You’ve tested taking a course + quiz as a learner

Week 4 – Checklists & Audits (Training + Ops)

Goal

Build checklists for training tasks and operational workflows, plus audits.

Week 4 Checklist

• At least one Training Checklist created and added to a Learning Track

• At least one Daily Ops Checklist created

• At least one Audit Checklist created

• Complete and review a checklist

• Reporting checked to verify submissions look correct

Week 5 – Reporting, Tracking & Launch Prep

Goal

Invite managers first - make sure they know how to track employee progress; prepare for full rollout.

Week 5 Checklist

• Managers invited and have logged in

• Location managers know where to check their team’s training status - (Location Manager How To Videos)

• You’ve tested tracking: assign → complete → confirm in reports

• Final Learning Tracks & Assignments aligned with your roles/locations

• Confirm Library folder permissions (hide any folders not meant for all employees)

• Decide how you will invite your team (mass import, Team Code, integration, manual/individual invites)

• Ready list of users/locations for full rollout

• Launch date agreed internally

Week 6 - Ready to Launch

Week 6 Checklist

• Create your Welcome Newsfeed Post

Optional Configurations

• Set up Badging

• Set up AI Knowledge Base

• Create Custom Library Folders

• Create Learning Track Banners

• Create Course Banners

Go Live & Post Launch Review

Goal

Employee adoption; manager engagement.

Go Live

• Invite all team members

• Monitor login activity, engagement and course starts

• Answer team questions as they begin using the platform

• Reinforce manager engagement

Post Launch Review Checklist

• Re-invite users who have not accepted their invite

• Review engagement:

  • Who has logged in

  • Who has read the Newsfeed Post

  • Who has started training

  • Who has completed required courses/tracks

• Review completion by location (if multi-unit)

• Check integration status (if applicable):

  • Sync is running

  • New hires are appearing

  • Roles and locations are mapping are correctly

Manager Follow Up

Manager engagement is the key to adoption and success.

Have Them Watch These Videos

Getting Started for Managers/Location Admins

Have them:

• Follow up with staff who haven’t logged in and send re-invites

• Ensure new hires are added and assigned correctly

• Ensure employees are completing training, operational checklists, etc.

Additional Resources

• Knowledge Base Articles

• Getting Started With R365 Employee Training - Admin Videos

• Getting Started for Managers (aka Location Managers, Location Admins)