How to track other types of employee trainings in Vanta

  • Updated

This is a guide on how to track other types of employee training in Vanta.

Vanta supports monitoring the completion status of various different pieces of training for various standards. These include General Security Training, CCPA Security Training, GDPR Security Training, HIPAA Security Training, and PCI DSS Security Training.  You can view these once you enable the Security awareness training setting in your checklist setting for a particular group:


If an administrator wishes to monitor a different type of training, such as Sexual Harassment training this is not possible in the product at the moment.  A workaround would be to create a custom onboarding task and have the users upload a screenshot of the completed training. 

Prerequisites

  • You must be an administrator in Vanta

 

Procedure

  1. Navigate to the Checklist Page and select a group, you cannot set this globally, it must be enabled at the group level.

    mceclip0.png

  2. Once inside a group scroll down to 'Custom Tasks', if it is not enabled, hit the toggle (gray) to enable it (should turn purple):

    mceclip4.gif




  3. From here you can click the drop-down arrow and then click '+Add custom task' to create the task for the users to complete: 

    mceclip5.gif

    You will need to provide a link to the training, and some kind of instruction such as upload a screenshot of the completed training, or upload certificate. This is up to the administrators discretion, once finished, hit the purple create button:

    mceclip6.png




  4. Once this is done, scroll down to find the task you just created and click the checkbox next to the task name. You can then click Save checklist to have this task take effect immediately. 

    mceclip14.gif

    You will be taken back to the checklist overview page once the changes take effect. 



  5. If you want this task to start at a future date click the 'No start date' calendar icon and specify the date. You can then click  Save checklist for these changes to take effect:

    mceclip13.gif

    You will be taken back to the checklist overview page once the changes take effect. 



  6. Once your checklist is live, you can verify this by going to the people page and looking at the onboarding tasks for one of the users in the group you added the custom task too:

    mceclip11.png


  7. This is how their onboarding page will appear:

    mceclip15.png

 

Additional Resources

Was this article helpful?

Have more questions? Submit a request