Purpose: Step-by-step instructions for managing employees and training courses in the Zywave Learning Management System, including adding employees, assigning courses, sending welcome emails, managing certificates, and running status reports.

Last updated: July 2026

1. How to Add an Employee

Log in to Zywave. This will take you to the company dashboard.

On the dashboard, select either “Employee management” or “Manage employee.” Either option will take you to all employees enrolled within the company.

Select “Add employee” in the upper right.

Enter the employee’s first name, last name, and email address, then click “Save.”

2. How to Assign a Course to an Employee

From the employee list, select “Manage” to the right of the employee’s name.

In the Assignments section, select “Assign course.”

Select the course from the course menu, toggle “No due date required” on, and select “Assign.”

3. How to Send a Welcome Email After a Course Is Assigned

From the employee’s profile, once the course has been assigned, click “Send welcome email.”

4. How to Download a Certificate of Completion or Reassign a Course

From the employee’s profile, scroll to the bottom of the page where assignments are listed.

Click the three-dot menu next to the assignment.

From this menu you can download the completed certificate, reassign the course if it needs to be renewed, or email a copy of the certificate.

5. How to Run Status Reports

Navigate to the company dashboard and select “Run assignment report.”