WorkStep Training Sessions
Updated
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WorkStep's Customer Support team offers several training sessions, free to all WorkStep users. These training sessions cover various topics and best practices to help you listen and engage with your frontline through the WorkStep platform. Below is a list of training sessions available, their purpose, and frequency. Use the links listed to RSVP!
WorkStep 101: Basics
Hit the ground running! This bi-weekly training session teaches new users how to use WorkStep. It's also great for existing users who need a refresher. WorkStep 101 addresses the most essential features to help users get the most out of WorkStep's holistic listening solution. Whether you're brand new to our platform, or are looking for a quick refresher course, you're sure to gain a better understanding of the WorkStep platform.
Bi-weekly on Tuesdays at 1p EST/10a PST
WorkStep 102: Alert Management and Insights
Closing the loop with your frontline is key. WorkStep Admins and Editors will find this training session valuable for improving alert management metrics, learning best practices, and discovering important tools to help you respond to, resolve, and manage alerts and comments from your employees. You'll also see how to begin drawing insights and action planning as we demonstrate all the tools available in WorkStep to help users identify areas of opportunity and start taking action.
Bi-weekly on Tuesday at 3p EST/12p PST
WorkStep 103: Reports
Learn the ins and outs of WorkStep's Reports feature. Mastering Reports enables users to build custom reporting and easily share WorkStep data more broadly across your organization. This session will cover report building and exporting, including export to PowerPoint and other presentation tools.
Bi-weekly on Thursday at 1p EST/10a PST
