Tracking Employee Trainings Provided by a Third-party

  • Updated

Vanta supports monitoring the completion status of various training courses for various standards. These include General Security Training, CCPA Security Training, GDPR Security Training, HIPAA Security Training, and PCI DSS Security Training. The product does not allow an administrator to monitor a different type of training given outside of the Vanta platform; a user can create a custom onboarding task and have the users upload a screenshot of the completed training. 

  • Navigate to the Checklist Page and select a group; you cannot set this globally; it must be enabled at the group level
  • Select the group you want to view, and scroll down to Custom Tasks. If it is not enabled, hit the toggle (gray) to allow it to (should turn purple):

    Screenshot 2024-03-27 at 4.24.25 PM.png

  • From here, you can click the drop-down arrow and then click +Add custom task to create the task for the users to complete
  • You will need to provide a link to the training and some kind of instruction, such as uploading a screenshot of the completed training or uploading a certificate. This is up to the administrator's discretion; once finished, hit the purple create button

Screenshot 2024-03-27 at 4.26.12 PM.png

  • Once this is done, scroll down to find the task you created and click the checkbox next to the task name.
  • Click Save checklist 
  • If you want this task to start at a future date, click the No start date calendar icon and specify the date.
  • Click Save checklist 

    Screenshot 2024-03-27 at 4.28.20 PM.png