Knowledge Base
Employee Guides
Author Guides
Admin Guides
Release Notes
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Introduction
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Learning
- How do I use the My Learning page as an employee?
- How do I navigate an online course?
- How do I navigate a Program?
- How do I begin an online course?
- How do I download file attachments for my course or live training?
- How do I view comments in a course?
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Live Trainings
- How do I view my live trainings?
- How do I register for a live training?
- How do I use the Live Training Calendar?
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Surveys
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General Information
- What are the computer specifications for Paychex Learning?
- How do I clear my browser cache on a Mac?
- How do I clear my browser cache on a PC?
- How do I change the language in my user profile?
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Introduction
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Checkpoints
- How do I create a checkpoint?
- How do I edit a checkpoint?
- How do I add an attachment to checkpoint instructions?
- How do I find a user to add to a checkpoint?
- How do I find a group to add to a checkpoint?
- How do I delete a checkpoint?
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Courses
- How do I use the Courses page as an author?
- How do I view course details?
- How do I add a course?
- How do I add a file attachment to a course or live training?
- How do I add course content?
- How do I add a cover slide?
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Groups
- How do I create a group?
- How do I find a user to add to a group?
- How do I delete a group?
- How do I edit a group?
- How do I create a smart group?
- Where can I find Smart Group attributes in Paychex Flex?
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Live Trainings
- How do I add a live training?
- How do I edit or delete a session in a live training?
- How do I add a session to a live training?
- How do I find a user to add to a live training?
- How do I find a group to add to a live training?
- How do I take attendance for a live training?
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Programs
- How do I add a program?
- How do I edit a program?
- How do I find a user to add to a program?
- How do I find a group to add to a program?
- How do I publish a program?
- How do I delete a program?
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Quizzes
- What quiz types can I add to a course?
- How do I add a Vocabulary quiz?
- How do I add a Steps in a Process (ordered list) quiz?
- How do I add a Factoid quiz?
- How do I add a Multiple Choice quiz?
- How do I add a Multiple Answer quiz?
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Surveys
- How do I add a survey?
- How do I edit survey content?
- How do I preview a survey?
- How do I distribute a survey?
- How do I view survey results?
- How do I delete a survey?
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Journeys
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Importing Data with CSV Files
- CSV Requirements and Best Practices
- How do I format a CSV file to upload in Bridge?
- How do I add or update users to an account with a CSV file?
- How do I add or update users to a course via CSV?
- How do I bulk import worker transcripts?
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Account Settings
- How do I manage tags in an account?
- PLE Roles and Permissions
- How do I create and manage categories in an account?
- How do I provision user access?
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Courses
- How do I add a tag to a learning content item in an account?
- How do I add a category to a learning content item in an account?
- How do I set an expiration and re-enrollment date for a course in an account?
- How do I delete a course?
- How do I review catalog subscriptions requested by users?
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Live Trainings
- How do I set an expiration and re-enrollment date for a Live Training as an admin?
- How do I enable Open Enrollment for a live training as an admin?
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Purchases & Upgrades
- PLE Purchases & Upgrades
- Paychex Learning Enhanced vs. Paychex Learning Essentials
- Courses Included by Product Bundle
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Analytics
- Analytics Overview Dashboard
- Analytics Transcripts View
- What type of reports are available - Analytics Widgets
- What type of reports are available - Details View and Learner Transcripts
- How do I download Analytic data
- Scheduling Analytics Reports
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Previous Releases
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