WorkStep Training Sessions

WorkStep offers two training sessions, free to all WorkStep users. These sessions cover various topics and best practices to help you listen to and engage with your frontline through the WorkStep platform.

WorkStep 101: The Basics: Platform Navigation + Alert Management

Master the most essential features of WorkStep, ensuring you can navigate the platform and can pull insights quickly and effectively. We'll also focus on closing the loop with your frontline employees. This section of the training covers alert management best practices, important tools for responding to and resolving alerts and comments, and a demonstration of how to draw valuable insights and begin action planning to identify areas of opportunity, and improve employee retention.

Click the calendar icon below to RSVP for an upcoming WorkStep 101 session!

July 21, 2026 @ 10:00 AM ET  🗓️ 

August 25, 2026 @ 10:00 AM ET  🗓️

WorkStep 102: Beyond the Basics - 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. Come ready to dive in! We strongly encourage you to bring any current reports or data challenges you're facing, and we'll dedicate time to help you troubleshoot and ensure you leave the session with actionable steps and a customized report ready to go.

Click the calendar icon below to RSVP for an upcoming WorkStep 102 session!

July 22, 2026 @ 9:30 AM ET  🗓️

August 26, 2026 @ 9:30 AM ET  🗓️