Skip to main content

What Is the LMS?

The Learning Management System (LMS) enables companies to create training courses, assign them to workers or candidates, and track completion. Courses consist of lessons and quizzes built using the platform’s form builder, and can include certificates with configurable validity periods.

Courses

Course Properties

PropertyDescription
TitleThe course name
Cover ImageA thumbnail image displayed in course listings
DescriptionA rich-text overview of the course content
StatusDraft, Active, or Inactive
Allowed LanguagesLanguages the course is available in
Certificate ValidityHow long the certificate remains valid (in months or years)
Landscape PromptOptionally prompt mobile users to rotate their device for a better experience

Course Statuses

StatusDescription
DraftUnder construction — not visible to learners
ActivePublished and available for enrollment
InactiveDisabled — no new enrollments accepted

Course Content

Course content is built using the same Form Builder that powers hiring flows, with terminology adapted for learning:
Hiring Flow TermLMS Term
PageLesson
QuestionQuiz question or content element

Lessons

Each lesson can contain:
  • Content blocks — Text, images, videos, and other media for instructional content
  • Quiz questions — Multiple-choice questions with defined correct answers
  • Open-ended questions — Text responses for reflection or feedback
  • Any standard form element — File uploads, selections, dates, etc.

Quizzes

Quiz pages evaluate the learner’s understanding:
  • Each question has a designated correct answer
  • Scores are calculated as a ratio of correct responses
  • If the score falls below a passing threshold, the learner sees a retry page with their score and can attempt the quiz again

Enrollment

How Learners Are Enrolled

MethodDescription
ManualAdmin selects workers and assigns them to a course
AutomationAn “Assign Courses” automation action enrolls candidates automatically based on events or conditions
Compliance RuleAn assignment rule can enroll candidates in courses based on data evaluation

Enrollment Management

Admins can:
  • Assign courses to individual workers
  • Change enrollment due dates
  • Reschedule enrollment start dates
  • View enrollment status and progress per learner

Learner Experience

Starting a Course

  1. The learner opens their course enrollment
  2. A course details page shows the title, description, and a “Start Course” button
  3. Lessons are presented one at a time

Completing Lessons

Each lesson is displayed as a form page. The learner reviews content, answers questions, and submits. The system advances to the next lesson.

Quiz Retry

If a quiz score is below the passing threshold:
  1. The learner sees a results page showing their score, the required passing score, and the count of correct vs. incorrect answers
  2. A “Try Again” button returns them to the quiz

Course Completion

When all lessons are completed, the learner sees a status page confirming completion. If a certificate is configured, it is generated with the specified validity period.

Worker Management

Admins can view all workers and their training progress:
  • Worker list — Shows all workers with overall course status
  • Worker detail — Shows the individual worker’s course assignments, separated into completed and incomplete tabs
  • “Assign a Course” button — Quick enrollment from the worker detail view

Integration with Other Modules

Hiring Flows & Onboarding

Courses can be assigned as part of the hiring or onboarding process. When a candidate reaches a certain stage or a worker begins onboarding, automations or rules can automatically enroll them in required training.

Automations

The Assign Courses action is available in automations scoped to any context (hiring flow, onboarding, or check-in forms). Course enrollment can also serve as a trigger for downstream automations.

Compliance Rules

Assignment rules within the form builder can include course enrollment as an action — automatically assigning training based on candidate data evaluation.

Certificates

When a course is configured with a certificate validity period:
  • A certificate is generated upon successful completion
  • Validity is tracked in months or years
  • Expired certificates can trigger re-enrollment or recollection workflows