Configure Harassment Training Campaigns

This article will help you plan and deploy the right anti-harassment training for your workforce so that your organization meets its city, state, and country-mandated requirements.

Review our Resources

We recommend familiarizing yourself with the mandated requirements, particularly if you are new to harassment training or if your organization has employees in multiple regions.

Laws change frequently and our resources cover the latest updates. Training requirements will vary depending on where your employees are based geographically. Use these resources to review region-specific training mandates:

• Answering Reporting and Litigation Concerns about Harassment Training (webinar)
• Global, US, and Canadian Sexual Harassment Training Requirements (PDF)
• US and Canadian Harassment Training Requirements (interactive visual guide)
  • Harassment Training Amendment for California (article)

Decide on Your Training Cadence

Before setting up your campaigns, give thought to how often you want to run training and the specific training needs of the segments of employees that comprise your workforce.

Frequency

First, consider the training frequency that will work best for your organization. For example, has your organization historically run training biennially? Perhaps you’re considering moving from a biennial to an annual training schedule. 

We recommend annual training because it keeps the learning fresh for your employees and it is more manageable for employees to fulfill shorter time requirements—such as managers who need 60 minutes per year rather than 120 minutes every other year.

Workforce Needs

Next, identify the specific training requirements by employee type, such as managers, non-manager, as well as region-specific requirements. For example, a manager in a city that has specific mandates will need different training than a non-manager in another region. You may want to assign less training to employees who aren’t supervisors, like a shorter time requirement and less content—whereas managers will require more.

Create the Campaigns

Once you’ve decided on your training cadence, it’s time to create groups and campaigns to support your harassment training plans. Use our planning charts to understand what content is required for your training and how to set up the rules.

While we recommend that organizations do annual training of 60 minutes, these charts cover biennial training schedules. Additionally, they cover training setups for both US and non-US locations, as well as how to set up different requirements for managers vs. non-managers to fulfill your required minutes.

• We recommend that you train all of your US employees annually. However, if your region has legislated requirements for additional training, follow those recommendations.

  If you have an Emtrain-hosted account, configure Dynamic groups, applying the rules below. Then set up Campaigns containing the content below and connect the Dynamic groups that you configured.

  If you have an LMS-connected account, access the Content Library to download the content you need. Create your employee groups and distribute training via your Learning Management System (LMS).

  Content	Dynamic Group Rules	Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB	CA Supervisors Hired this Year US State IS CA Supervisor? IS true Hire Year IS [This Year] CA Supervisors Promoted this Year US State IS CA Supervisor? IS true Promotion Date IS AFTER 12/31/[Last Year] Promotion Date IS BEFORE 1/1/[Next Year] CT Hired this Year Country IS USA US State IS CT Hire Year IS [This Year]	Create a CA Sup New Hire/CT New Hire Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B	CA Non-Supervisors Hired This Year Country IS USA US State IS CA Supervisor? IS false Hire Year IS [This Year]	Create a CA Non-Sup New Hire Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB Bystander Training	Chicago Managers Country IS USA City IS Chicago Supervisor IS true	Create a Chicago Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B Bystander Training	Chicago Non-Managers Country IS USA City IS Chicago Supervisor IS false	Create a Chicago Non-Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B	CA Supervisors Hired Before This Year Country IS USA US State IS CA Supervisor? IS true Hire Date IS BEFORE 1/1/[This Year] Promotion Date IS BEFORE 1/1/[This Year] CA Non-Supervisors Hired Before This Year Country IS USA US State IS CA Supervisor? IS false Hire Date IS BEFORE 1/1/[This Year] CT Employees Hired Before This Year Country IS USA US State IS CT Hire Date IS BEFORE 1/1/[This Year] NY/IL Employees Country IS USA US State IS NY, IL City is NOT Chicago ALL other US Employees Country is USA US State IS NOT CA, CT, IL, NY	Create an ALL other US Employees Campaign

  Only Emtrain-hosted accounts will set up Dynamic groups. If you have an LMS-connected account, these group rules are for reference; set up your groups and assign content via your LMS.

• To create separate training assignments for Managers and Non-Managers, you will first create the standard groups and campaigns which covers all of the legislated requirements. Then create two individual managerial-level groups, which will differentiate managers’ assignments by their required minutes.

  Emtrain-hosted accounts: Configure Dynamic groups, with the rules below. Then set up Campaigns containing the content below and connect the Dynamic groups.

  LMS-connected accounts: Access the Content Library to download the content you need. Create your employee groups and distribute training via your Learning Management System (LMS).

  Content	Dynamic Group Rules	Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB	CA Supervisors Hired This Year US State IS CA Supervisor? IS true Hire Year IS [This Year] CA Supervisors Promoted This Year US State IS CA Supervisor? IS true Promotion Date IS AFTER 12/31/[Last Year] Promotion Date IS BEFORE 1/1/[Next Year] CT Hired this Year Country IS USA US State IS CT Hire Year IS [This Year]	Create a CA Sup New Hire/CT New Hire Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B	CA Non-Supervisors Hired This Year Country IS USA US State IS CA Supervisor? IS false Hire Year IS [This Year]	Create a CA Non-Sup New Hire Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB Bystander Training	Chicago Managers Country IS USA City IS Chicago Supervisor IS true	Create a Chicago Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B Bystander Training	Chicago Non-Managers Country IS USA City IS Chicago Supervisor IS false	Create a Chicago Non-Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B	CA Supervisors Hired Before This Year Country IS USA US State IS CA Supervisor? IS true Hire Date IS BEFORE 1/1/[This Year] Promotion Date IS BEFORE 1/1/[This Year] CT Current Managers Country IS USA US State IS CT Supervisor IS true Hire Date IS BEFORE 1/1/[This Year] NY/IL Employees Country IS USA US State IS NY, IL City is NOT Chicago ALL other US Managers Country IS USA Supervisor IS true US State IS NOT CA, CT, IL, NY	Create an ALL Other US Managers Campaign
  Preventing Workplace Harassment - US Current Edition (30 min timed) Part A or B	CA Non-Supervisors Hired Before This Year Country IS USA US State IS CA Supervisor? IS false Hire Date IS BEFORE 1/1/[This Year] CT Current Non-Managers Country IS USA US State IS CT Supervisor IS false Hire Date IS BEFORE 1/1/[This Year] ALL other US Non-Managers Country IS USA Supervisor IS false; US State IS NOT CA, CT, IL, NY	Create an ALL Other US Non-Managers Campaign

  Only Emtrain-hosted accounts will set up Dynamic groups. If you have an LMS-connected account, these group rules are for reference; set up your groups and assign content via your LMS.

• To run training biennially, you will first create the standard groups and campaigns which covers all of the legislated requirements. Then create the two individual managerial-level groups to differentiate managerial-level groups by their required minutes.

  Emtrain-hosted accounts: Configure Dynamic groups with the rules below. Then set up Campaigns containing the content below and connect the Dynamic groups.

  LMS-connected accounts: Access the Content Library to download the content you need. Create your employee groups and distribute training via your Learning Management System (LMS).

  Content	Dynamic Group Rules	Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB	CA Supervisors Hired this Year US State IS CA Supervisor? IS true Hire Year IS [This Year] CA Supervisors Promoted this Year US State IS CA Supervisor? IS true Promotion Date IS AFTER 12/31/[Last Year] Promotion Date IS BEFORE 1/1/[Next Year] CT Hired this Year Country IS USA US State IS CT Hire Year IS [This Year]	Create a CA Sup New Hire/CT New Hire Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB Bystander Training	Chicago Managers Country IS USA City IS Chicago Supervisor IS true	Create a Chicago Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B Bystander Training	Chicago Non-Managers Country IS USA City IS Chicago Supervisor IS false	Create a Chicago Non-Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part A or B	NY/IL Employees Country IS USA US State IS IL, NY City IS NOT Chicago	Create a NY/IL Employees Campaign
  Preventing Workplace Harassment - US Current Edition (120 min timed) Part AB	ALL Other US Managers Country IS USA US State IS NOT CA, CT, IL, NY Supervisor IS true CT Current Managers Country IS USA US State IS CT Supervisor IS true Hire Date IS BEFORE 1/1/[This Year] CA Supervisors Hired Before This Year Country IS USA US State IS CA Supervisor IS true Hire Date IS BEFORE 1/1/[This Year] Promotion Date IS BEFORE 1/1/[This Year]	Create a US Managers Campaign
  Preventing Workplace Harassment - US Current Edition (60 min timed) Part AB	CA Non-Supervisors Hired This Year Country IS USA US State IS CA Supervisor? IS false Hire Year IS [This Year] CT Current Non-Managers Country IS USA US State IS CT Hire Date IS BEFORE 1/1/[This Year] ALL other US Non-Managers Country IS USA US State IS NOT CA, CT, IL, NY Supervisor? IS false	Create a US Non-Managers Campaign

  Only Emtrain-hosted accounts will set up Dynamic groups. If you have an LMS-connected account, these group rules are for reference; set up your groups and assign content via your LMS.

• Some countries require specific training content by law. For any employees located in Australia, Canada, India, or the UK, add the groups listed below. For employees located outside of the US or one of the aforementioned countries, they should be issued the Global version.

  Emtrain-hosted accounts: Configure Dynamic groups with the rules below. Then set up Campaigns containing the content below and connect the Dynamic groups.

  LMS-connected accounts: Access the Content Library to download the content you need. Create your employee groups and distribute training via your Learning Management System (LMS).

  Content	Dynamic Group Rules	Campaign
  Preventing Workplace Harassment - Australia Current Edition	Australian Employees Country IS AUS	Create an Australia Employees Campaign
  Preventing Workplace Harassment - Canada Current Edition	Canadian Employees Country IS CAN	Create a Canada Employees Campaign
  Preventing Workplace Harassment - India Current Edition	Indian Employees Country IS IND	Create an India Employees Campaign
  Preventing Workplace Harassment - UK Current Edition	United Kingdom Employees Country IS GBR	Create an UK Employees Campaign
  Preventing Workplace Harassment - Global Current Edition	All Other Countries Employees Country IS NOT USA, AUS, CAN, IND, GBR	Create an International Employees Campaign

  Only Emtrain-hosted accounts will set up Dynamic groups. If you have an LMS-connected account, these group rules are for reference; set up your groups and assign content via your LMS.