First Steps for Employees

Getting started with Done Desk!

Your employer will provide you with an invitation to join Done Desk via email.

Once you login with a new password, you’ll land on the dashboard

There are three areas you should begin to work with:

Complete your Profile with your location, job title, employment type, and emergency contact info.
Load your employee documents
Review your assigned courses (if any)

Done Desk magically tracks your documents so you don’t have to! CE, Licensing, CPR, whatever you need to track you can with Done Desk.

The flagged items are documents either you or your employer need to upload into Done Desk.

Click + New Document
Select the document type you wish to upload
Type in a short summary of the document (ex: 2022 CE Course)
Choose the file to upload
Enter in expiration date IF the document has an expiration (ex: Licensing, CPR, etc).
Click Save
Done!

Note: You can upload documents into Done Desk but you will not be able to review the documents.

Ask your employer for access to these files via an employee records request.

Click on the left menu item "Assignments"

Here you will see the courses you need to take, and the courses you have already completed.

You can always come back and review any completed courses

Some courses will expire and require you to re-take/re-test. (ex: OSHA is annually required)

Your employer may produce and upload custom courses. You will receive notifications of new assignments via email so keep an eye out!

From the Assignments page, Click "Take Course"

Once you have reviewed the course you may be asked to take a quiz

Done Desk provides you with a completion certificate that will be stored in Done Desk for future reference.

You may also want to download the certificate and then upload it into your employee files.