Holographic Training LMS Corporate – Features


Corporate Training Management For Companies, Clients, Staff Groups And Compliance Records

Holographic Training LMS Corporate is the add-on for organisations that need more than individual learner access. It is designed for business training, staff training, client training, compliance evidence, corporate reporting, and larger managed learning operations.

Corporate requires Holographic Training LMS Core and Holographic Training LMS Pro. Core provides the main LMS structure. Pro provides the professional course delivery tools. Corporate adds the organisation, manager, reporting, compliance, risk, evidence, and staff management features needed for business-to-business and internal training workflows.

The features below are ordered in a practical setup order. Start by creating corporate accounts and organisation structures, then add managers, seats, courses, rules, documents, evidence workflows, reports, exports, and risk monitoring.

Who Corporate Is For

Corporate is for training providers, employers, consultants, compliance teams, internal training departments, client-facing education providers, and organisations that need to manage training across staff groups rather than single learners.

It is especially useful where managers need visibility, learners need to be assigned by role or department, certificates expire, policies need acknowledgement, and training records must be available for audit or compliance review.

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Corporate Feature List

Use this list to jump to a specific Corporate feature.

Corporate Accounts

Corporate Accounts let you create separate training records for companies, clients, departments, branches, or other managed groups. Each account can hold its own learners, seats, managers, assigned courses, training records, and compliance information.

This is the foundation of the Corporate add-on. Instead of treating every learner as a separate individual with no wider structure, Corporate Accounts let you manage training in the same way a real organisation is usually arranged.

You can use a Corporate Account for one employer, one client, one school, one department, one external business customer, or one internal staff group. This makes the system suitable for both internal company training and training providers who deliver courses to multiple business clients.

How To Use Corporate Accounts

Create a Corporate Account for each organisation or managed training group. Give the account a clear name, then add or assign learners, managers, seats, courses, and reporting rules to that account.

Use one account per client if you sell training to different companies. Use one account per department or branch if you are managing training inside your own organisation. Keep the structure simple at first, then add departments, teams, roles, and permissions where you need more detailed reporting.

Client-Branded Training Portals

Client-Branded Training Portals let each corporate client have a more tailored training experience. A portal can include the client’s logo, colours, welcome text, assigned courses, and manager dashboard access.

This is useful when you deliver training to external businesses and want the experience to feel more personal to each client. It also helps internal departments or branches feel that their training area is relevant to their own team rather than a generic course catalogue.

Branding does not replace the main website design. It adds a corporate layer so the client or staff group can see relevant courses, messages, records, and dashboard links in a more focused way.

How To Use Client-Branded Training Portals

Open the relevant Corporate Account and add the client branding details. Upload the client logo, choose the portal colours, write the welcome text, and assign the courses that should appear for that client.

After the portal is configured, give the relevant managers or learners the correct portal link or dashboard access. Use the portal as the client’s main training entry point, especially where the client should not need to browse every course on the wider site.

Learner Groups, Departments And Roles

Learner Groups, Departments And Roles let you organise people in a structure such as Company, Department, Team and Learner. This makes the system much easier to manage when you have more than a small number of learners.

This structure improves reporting, enrolment, manager visibility, risk checks, training needs analysis, and audit exports. It also helps you avoid managing all learners as one large flat list.

Roles are especially useful because training requirements are often linked to job function. For example, managers may need leadership or compliance courses, technical staff may need specialist training, and customer-facing staff may need induction or safety training.

How To Use Learner Groups, Departments And Roles

Create the corporate account first, then add departments, teams, and roles where needed. Assign each learner to the correct company, department, team, and role.

Do not overcomplicate the structure. If your organisation only needs company and department reporting, start there. Add teams and roles when you need more accurate enrolment rules, manager permissions, or training needs analysis.

Corporate Manager Permissions

Corporate Manager Permissions let you control what each manager can see and manage. A company-level manager can view all staff in the corporate account, while a department manager can be limited to one department.

This is important for privacy, security, and practical management. Not every manager should see every learner. A department manager may only need their own team’s progress, while a senior training manager may need the full company view.

Permission scoping helps keep the manager dashboard useful without exposing unnecessary learner records.

How To Use Corporate Manager Permissions

Add the manager to the Corporate Account, then choose the permission level that matches their responsibility. Use company-level access for managers who need full visibility across the account. Use department-level or team-level access where the manager should only see a smaller group.

Review manager access whenever a person changes role, moves department, or leaves the organisation. This helps keep learner records protected and reduces the chance of outdated manager access being left in place.

Corporate Seats

Corporate Seats let you assign training access to a fixed number of learners within a company or client account. This is useful when an organisation has purchased a block of training places or when an internal team has a defined training allowance.

Seats make corporate training easier to control because you can see how many places are available, how many are in use, and which learners are assigned. This is more practical than managing every learner manually without any seat structure.

Historical records are kept separately from active seat use, so a person leaving a seat does not have to mean losing their training history.

How To Use Corporate Seats

Create or open a Corporate Account, then set the number of seats available for that organisation. Assign learners to seats when they need access to the relevant training.

Use the seat list to check who currently holds a place. If the organisation replaces a staff member, use the seat reset and staff replacement tools rather than deleting records manually.

Seat Reset And Staff Replacement Tools

Seat Reset And Staff Replacement Tools let corporate managers remove a staff member from an active seat and assign that seat to a replacement. This keeps current seat usage accurate while preserving historical records.

This matters because staff change over time. People leave, move roles, or no longer need access. A replacement may need the active training place, but the previous learner’s completion records, certificates, acknowledgements, evidence, and audit trail still need to remain available.

The feature is designed to support normal staff turnover without damaging compliance history.

How To Use Seat Reset And Staff Replacement Tools

Open the Corporate Account and find the learner currently occupying the seat. Use the seat reset or replacement action to release the active seat from that learner, then assign the seat to the new staff member.

Use this process instead of deleting the old learner. Deleting or manually editing learner records can weaken the audit trail. Seat replacement keeps the active seat list clean while preserving previous training history.

Assignment And Enrolment Rules

Assignment And Enrolment Rules let you automatically enrol learners based on company, department, role, team, or required training profile. This reduces manual administration and helps make sure the right people receive the right courses.

This is useful when training requirements are predictable. For example, all new staff may need induction training, all managers may need leadership training, and all technical staff may need specialist security or safety training.

Rules help prevent missed enrolments and make the system more scalable when learner numbers grow.

How To Use Assignment And Enrolment Rules

Create the organisation structure first, including companies, departments, teams, and roles. Then create rules that connect those groups to the courses they should receive.

For example, create a rule that assigns a cyber security awareness course to all learners in a company, or a management course to anyone with the manager role. Review rules before activating them, especially if they affect a large number of learners.

Training Needs Analysis

Training Needs Analysis lets you define required skills or courses for each role, then see what each person, team, department, or company is missing. This turns the LMS into a planning tool as well as a delivery system.

The feature helps answer practical questions. Who has the right training for their role? Which department has the biggest training gaps? Which courses need to be assigned next? Which staff are missing required evidence?

This is useful for compliance planning, staff development, onboarding, internal audits, and management reporting.

How To Use Training Needs Analysis

Define the required courses or skills for each role. Make sure learners are assigned to the correct roles, departments, and teams. The system can then compare required training against current learner records.

Use the results to assign missing courses, chase overdue training, prepare management reports, and plan future training campaigns. Review the requirements regularly so role profiles stay accurate as the organisation changes.

Staff Competency Matrix

The Staff Competency Matrix gives managers a clear view of staff training status. It can show completion, missing training, expired training, failed assessments, certificate status, and evidence gaps across learners and groups.

This is useful because managers often need a quick answer rather than a long list of individual learner records. The matrix helps identify who is ready, who is overdue, and where the organisation has training risk.

It is especially useful for workplace training, regulated training, compliance courses, client training, and professional development programmes.

How To Use The Staff Competency Matrix

Set up the corporate account, learner groups, roles, courses, and training requirements first. Then open the matrix to review training coverage across the organisation.

Use filters such as company, department, team, role, course, or status to focus the view. Use the results to assign missing training, follow up with learners, prepare reports, and support compliance checks.

Course Expiry And Retraining Manager

The Course Expiry And Retraining Manager lets you define when training should expire and when learners should repeat it. This is important for any training that should not be treated as valid forever.

Examples include safety training, cyber security awareness, compliance courses, operational procedures, internal policies, and professional refresher training. When training expires, managers need a clear way to identify who needs retraining.

This feature helps keep training records current rather than only recording one-time completion.

How To Use The Course Expiry And Retraining Manager

Open the expiry or retraining settings and define the validity period for each course or training requirement. For example, a course may need repeating every 12 months.

Use reporting and risk tools to identify learners whose training has expired or is close to expiry. Assign retraining before the old record becomes a compliance problem.

Regulated Document Acknowledgement

Regulated Document Acknowledgement lets you upload policies, procedures, handbooks, safety documents, or other controlled documents and require staff to confirm that they have read and understood them.

The system tracks the document version, acknowledgement date, and user. This is important because policy compliance is not only about publishing a document. You often need evidence that the correct people were given the correct version and confirmed acknowledgement.

This feature is useful for health and safety documents, staff handbooks, cyber security policies, data protection procedures, operational processes, and client-specific working rules.

How To Use Regulated Document Acknowledgement

Upload the document, give it a clear title, and set the version number or version label. Assign the document to the relevant company, department, team, role, or learners.

When the document changes, upload or register a new version rather than overwriting the old record without a version trail. Ask staff to acknowledge the new version so the system can keep a clean history of who acknowledged which document and when.

Practical Skills Sign-Off

Practical Skills Sign-Off lets a manager, tutor, supervisor, or assessor confirm that a learner has demonstrated a skill outside the normal online lesson screen.

This is useful when online learning is only part of the process. Some skills need to be observed, checked, or verified in the workplace. A learner may understand the theory but still need someone authorised to confirm practical competence.

The sign-off record helps build stronger evidence for workplace training and role readiness.

How To Use Practical Skills Sign-Off

Create the practical skill or sign-off requirement, then link it to the relevant course, role, learner, or training profile. When the learner has demonstrated the required skill, the authorised person records the sign-off.

Use clear evidence notes so the sign-off is meaningful later. A useful record should explain what was checked, who checked it, when it was checked, and whether the learner met the required standard.

External Assessor Portal

The External Assessor Portal gives selected assessors or reviewers controlled access to relevant learner records, evidence, certificates, sign-offs, and completion information.

This is designed for review and verification, not general WordPress administration. It helps support external quality checks, client audits, training reviews, and evidence-based assessment workflows.

The portal is useful when someone outside the main admin team needs to review training evidence without being given full control of the website.

How To Use The External Assessor Portal

Create or assign an external assessor and give them access to the relevant company, learner group, course, assessment, or evidence set. Keep access as narrow as practical.

Use the portal when evidence needs to be reviewed by someone independent, such as an external assessor, client reviewer, compliance checker, or quality assurance person. Remove or update access when the review is complete.

Training Risk Dashboard

The Training Risk Dashboard shows corporate risk indicators such as expired certificates, missing training, departments below target, repeated assessment failures, overdue evidence, and incomplete requirements.

This gives managers a quick view of where training risk exists. Instead of waiting for a problem to appear during an audit or incident, managers can see issues earlier and act on them.

The dashboard is useful for compliance monitoring, operational oversight, staff readiness, client reporting, and internal training governance.

How To Use The Training Risk Dashboard

Make sure learners, departments, roles, course assignments, expiry rules, evidence requirements, and assessments are set up correctly. The dashboard becomes more useful when the underlying training structure is accurate.

Review the dashboard regularly and use it as a management action list. Prioritise expired certificates, missing mandatory training, repeated failures, and overdue evidence because these usually represent the highest operational risk.

Corporate Scheduled Reports

Corporate Scheduled Reports let managers receive regular reports on staff completion, expiry dates, missing training, compliance gaps, and other corporate training activity.

This reduces the need for managers to manually check the LMS every day. It also helps keep training visible, especially in organisations where managers are busy and training gaps can be missed.

Scheduled reports are useful for monthly compliance reviews, weekly training follow-ups, client updates, department summaries, and internal management checks.

How To Use Corporate Scheduled Reports

Create a report schedule, choose the audience, select the report type, and define how often the report should be sent. Use manager permissions and account scope so each manager only receives information they are allowed to see.

Start with a simple monthly summary for senior managers and a more frequent report for people responsible for chasing training. Review the report schedule regularly so old recipients and outdated report rules do not remain active.

Corporate Audit Export

Corporate Audit Export lets you export a complete evidence pack for a company, department, role, learner, or date range. This is useful when training records need to be reviewed outside the LMS.

An audit export can support client reviews, compliance checks, internal investigations, management reporting, regulator requests, contract evidence, and training quality assurance.

The value of this feature is that it brings related records together instead of forcing an administrator to collect learner details, course completions, certificates, acknowledgements, and evidence manually.

How To Use Corporate Audit Export

Choose the scope of the export first. For example, export one learner, one department, one company, one role, or a date range. Then choose the records that should be included in the evidence pack.

Use the smallest export scope that answers the audit question. This keeps the export easier to review and avoids sharing unnecessary learner data. Store exported evidence securely because it may contain personal training records.

Corporate Reporting

Corporate Reporting gives administrators and authorised managers clearer visibility over corporate training activity. Reports can help show completion status, learner progress, expired training, failed assessments, missing evidence, seat use, and account-level training performance.

This is important because corporate training is usually measured as a business process. Managers need to know whether staff are compliant, whether clients are completing training, and whether training gaps are being resolved.

Reporting also helps training providers show value to business clients.

How To Use Corporate Reporting

Open the relevant report area and filter by company, department, team, role, learner, course, status, or date range. Use the report to identify missing training, overdue learners, completion trends, and possible compliance issues.

Use reports before meetings, audits, client reviews, and training follow-ups. For best results, keep learner groups, course assignments, and role requirements accurate.

Corporate Exports

Corporate Exports let administrators export useful training data for offline review, management reporting, client communication, or wider business records.

Exports are useful when data needs to be sent to a manager, checked in a spreadsheet, stored in a compliance folder, or combined with other business systems.

Corporate export tools are designed to support real operational use, where training records often need to exist beyond the LMS dashboard.

How To Use Corporate Exports

Select the export type, choose the company or learner group, apply any needed date or status filters, then generate the export.

Only export the data you need. Training data may include personal information, completion records, assessment results, certificates, and evidence status, so exported files should be stored and shared carefully.

Ready To Manage Training At Corporate Level?

Holographic Training LMS Corporate adds the business training layer on top of Core and Pro. It is designed for organisations that need structured learner groups, manager visibility, compliance tracking, training evidence, corporate reporting, and audit-ready records.

Install Core first, then Pro, then Corporate. Corporate features depend on the LMS foundation and the professional delivery tools provided by the other plugins.

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