---
title: First Steps for Employees
description: Getting started with Done Desk!
---

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1. [Help Center](https://info.donedesk.com/migration/knowledge?hsLang=en)
2. [Getting Started](https://info.donedesk.com/migration/knowledge/getting-started?hsLang=en)
3. [Employees](https://info.donedesk.com/migration/knowledge/getting-started?hsLang=en#employees)

# First Steps for Employees

## Getting started with Done Desk!

### This document reviews:

1. How to get started
2. How to upload your documents
3. How to take courses

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

- Click on the registration link to start the registration process.

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

 

There are three areas you should begin to work with:

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

### Employee Documents

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.

1. Click + New Document
2. Select the document type you wish to upload
3. Type in a short summary of the document (ex: 2022 CE Course)
4. Choose the file to upload
5. Enter in expiration date IF the document has an expiration (ex: Licensing, CPR, etc).
6. Click Save
7. 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. 

### Assigned Courses

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!

### **Taking Courses**

From the Assignments page, Click "Take Course"

- Courses are provided in three formats: Video, Word Documents, PDFs.

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

- Complete the quiz. Done!

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.

- [Getting Started](https://info.donedesk.com/migration/knowledge/getting-started?hsLang=en#main-content)

    - [Employees](https://info.donedesk.com/migration/knowledge/getting-started?hsLang=en#employees)
    - [Admins](https://info.donedesk.com/migration/knowledge/getting-started?hsLang=en#admins)
- [Onboarding](https://info.donedesk.com/migration/knowledge/onboarding?hsLang=en)
- [About Done Desk](https://info.donedesk.com/migration/knowledge/about-done-desk?hsLang=en)
- [Features](https://info.donedesk.com/migration/knowledge/features?hsLang=en#main-content)

    - [updates](https://info.donedesk.com/migration/knowledge/features?hsLang=en#updates)
    - [Fillable Docs](https://info.donedesk.com/migration/knowledge/features?hsLang=en#fillable-docs)
- [Admin Guide](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#main-content)

    - [Library Documents](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#library-documents)
    - [Employees](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#employees)
    - [Documents](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#documents)
    - [Offices](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#offices)
    - [Training](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#training)
    - [Services](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#services)
    - [Time Keeping](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#time-keeping)
    - [HR](https://info.donedesk.com/migration/knowledge/admin-guide?hsLang=en#hr)
- [Employee Guide](https://info.donedesk.com/migration/knowledge/employee-guide?hsLang=en#main-content)

    - [Documents](https://info.donedesk.com/migration/knowledge/employee-guide?hsLang=en#documents)
    - [Assignments](https://info.donedesk.com/migration/knowledge/employee-guide?hsLang=en#assignments)
    - [Library Documents](https://info.donedesk.com/migration/knowledge/employee-guide?hsLang=en#library-documents)
    - [Time Card](https://info.donedesk.com/migration/knowledge/employee-guide?hsLang=en#time-card)
    - [Profile Setup](https://info.donedesk.com/migration/knowledge/employee-guide?hsLang=en#profile-setup)
- [UPDATES](https://info.donedesk.com/migration/knowledge/updates?hsLang=en#main-content)

    - [Courses](https://info.donedesk.com/migration/knowledge/updates?hsLang=en#courses)

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