Compliance Rollout
HR assigns a quiz on the updated harassment policy to all people managers. Completion is tracked, and everyone finishes by Friday with an audit trail behind it.
Assign anything in your Knowledge Center to one person, a team, or the whole company, then track who's finished and confirm they actually passed. It's how teams run compliance, onboarding, and product launches.
Compliance deadlines, new-hire cohorts, product launches, recertifications: sometimes the organization needs everyone through the same material, by a set date, with proof they finished. Chasing that through spreadsheets and reminder emails is nobody's job description.
Assigning is easy. The hard part is knowing exactly who's done, who's at risk, and who already completed it last quarter.
There's a better way.This is the Tasks view in Joy: what you've been assigned and what you've assigned to others, tracked from not-started to completed. Watch it fill in, then switch views, open the assign flow, and tap the glowing points.
If it's in your Knowledge Center, it can be a task. Send one asset or a bundle, each with its own rules.
Policies, handbooks, FlexDocs. Assign the source itself when reading it is the requirement.
Walkthroughs and recordings, tracked to completion like everything else.
A configured AI conversation: instructions you define, delivered in a chat. Assign one like any other asset: an intake interview, a policy walkthrough, a coached sign-off.
Full courses from Course Studio, with quizzes and passing scores where completion has to mean mastery.
A single batch assignment can include several assets at once, and each one keeps its own due date, warning period, and acceptance window.
Assign natively in Joy, or export any of these assets to SCORM, upload it to the LMS you already run, and launch it from there. Either way, Joy tracks the learner's progress (and so does your LMS, if you have one).
Tasks, due dates, warnings, acceptance windows, and progress, all in one board.
One-click SCORM export. Upload to your LMS and launch from there, with no re-authoring.
Batch assignments have a classic problem: some people already did the training. The acceptance window fixes it. If someone completed the same asset within the timeframe you set, they're credited instead of assigned again.
Nobody sits through the same training twice; nobody slips through either.
Send a course to one person, a team, or all 500 employees, with a due date and the completion rules you set. Watch progress climb in real time, and see exactly who's on track, who's behind, and who's certified.
Pick the people or groups, set a deadline, and require a passing score to finish.
See completion by person and by group as it happens, with anyone falling behind flagged automatically.
Where a course has an assessment, completion means passing it, so a finish means the material actually landed, not just a click.
Design certificate templates once in the Management Center (variables, themes, backgrounds), then assign one per asset, starting with a default for every course. When a learner finishes, theirs is issued with their real data and lands in Tasks, ready to download.
A default for every course, plus named templates like Compliance Modern and Regulatory Achievement, assigned to the assets that need them.
The learner's name, avatar, course, and completion date fill in automatically when the certificate is issued, so there's nothing to fill out by hand.
The certificate shows up right where learners already track their training, ready to view and download.
These are the programs that keep an organization compliant and its people ready to work. You assign each one once and track it all the way to the finish.
HR assigns a quiz on the updated harassment policy to all people managers. Completion is tracked, and everyone finishes by Friday with an audit trail behind it.
A sales lead assigns objection-handling roleplay to the entire team before launch. Every rep practices the same scenarios, and you can verify readiness rep by rep.
Every new-hire class gets the same onboarding path on day one: policies, tools, and a knowledge check, so nobody starts a week behind.
Anything in the Knowledge Center: docs, videos, Custom Chats, courses. One or several at a time.
Assign to people or teams, give each asset its own due date and warning period, and set an acceptance window so past completions still count.
Follow progress, AI notes, and completion records in Joy, and in your LMS too if that's where the course ran.
Our annual compliance rollout used to be three weeks of spreadsheet chasing. This year I assigned it to all 500 in one batch. The acceptance window credited everyone who'd already done it, and I watched the rest close out on one board.
Roll out compliance, onboarding, or launch readiness and see for yourself who finished. Schedule a demo and we'll walk through it with your own content.