USR LMS help

See the screens

Sample company data. Screens can change as the app improves; the steps stay the same.

Welcome to USR LMS

USR LMS gives your people short courses and learning paths, tracks mandatory compliance training and certificates for audits, handles requests for paid external training, and lets you turn a policy, SOP or slide deck into a course with a quiz using AI. Learners study on a phone or a computer, and managers see who is late.

OUR USP: One sign-in, one record, one bill. USR LMS is part of USR One, so your people, customers and numbers are never typed twice. AI helps in every app through USR Assist, and AI never takes a decision for you. ISO 27001, ISO 42001 and DPDP Ready.

• Courses and learning paths, with quizzes and pass marks
• AI studio that creates courses, quizzes and WhatsApp micro-lessons from your documents
• Assignments to departments, levels, locations or named people
• Compliance tracking and certificates that auditors can verify
• Training requests with approval, and reports for the management review

USR ONE: USR LMS takes its people list from USR HRIS (or your HRMS), gives the induction path to new joiners on its own, and shares skills built with USR PMS. Approvals appear in the same Approvals list as every other USR app.

A year in USR LMS

Learning follows the year. This is how a year looks in USR LMS.

Key ideas in simple words

CONCEPT: Course. A short set of lessons with a quiz.

CONCEPT: Lesson. One part of a course, a few minutes long.

CONCEPT: Learning path. An ordered set of courses, such as New joiner induction.

CONCEPT: Assignment. A course or path given to people, with a due date.

CONCEPT: Mandatory. Training that everyone given it must finish by the due date.

CONCEPT: Pass mark. The score needed to pass a quiz, for example 70%.

CONCEPT: Certificate. Proof of completion with a number and a QR code anyone can verify.

CONCEPT: Compliance. Mandatory training you need for audits, such as POSH, information security and data privacy.

CONCEPT: AI studio. A tool that drafts a course from your text or document. You review it before it is published.

Short, practical learning works best

People finish short lessons. Most USR LMS courses take 6 to 15 minutes. Keep your own courses short too, with a quiz at the end of each module and one practical task.

Compliance training is a legal and audit need

Auditors and clients ask for proof that your people completed POSH, information security, data privacy, code of conduct and safety training. A certificate counts until it expires, and renewals are assigned 30 days before. The Compliance page shows completion by department and gives the audit report.

AI helps, people decide

The AI studio drafts a course in about a minute. AI never publishes on its own. You review and edit everything, and mandatory courses also need the HR head's approval.

What each role sees

HR and admin guide: features step by step

5.1 Dashboard

What it is: Dashboard shows what needs you today and how learning is going.

#### How to do it

1. Open Dashboard.
2. Click Send reminders when people are late.
3. Click a card to go to its page.

#### Fields and buttons

TIP: Look at the Dashboard every Monday.

5.2 My learning

What it is: My learning is the learner's own page. It lists what to do, progress, certificates and courses to explore.

#### How to do it

1. Open My learning.
2. Click Continue or Start on a course.
3. Finish the lessons and pass the quiz.

#### Fields and buttons

TIP: Learners can also open it on a phone.

5.3 Courses

What it is: Courses is the library of all courses with filters and ratings.

#### How to do it

1. Open Courses.
2. Click a course to open it.
3. Click + Blank course to write your own.

#### Fields and buttons

WATCH OUT: A mandatory course needs the HR head's approval before it is published.

5.4 AI studio

What it is: AI studio drafts a course from your idea or your document. You review everything before it is published.

#### How to do it

1. Open AI studio.
2. Describe what people should learn, or add your material.
3. Click Create the course.
4. Review and edit the draft, then publish.

#### Fields and buttons

WATCH OUT: AI never publishes on its own. Check the facts, especially for compliance courses.

5.5 Learning paths

What it is: Learning paths put courses in order, for example New joiner induction.

#### How to do it

1. Open Learning paths.
2. Click Assign this path.
3. Choose who and the due date.

#### Fields and buttons

TIP: Use the induction path so every new joiner gets the same start.

5.6 Assignments

What it is: Assignments gives a course or path to departments, levels, locations or named people. New joiners from USR HRIS get the induction path on their own.

#### How to do it

1. Open Assignments.
2. Click + New assignment.
3. Choose what, who, due date and Mandatory or Recommended.

#### Fields and buttons

WATCH OUT: Mandatory training that is late is reported to managers.

5.7 Learners

What it is: Learners lists everyone with their training. Learners come from USR HRIS or your HRMS, and leavers are removed with their records kept.

#### How to do it

1. Open Learners.
2. Search for a person.
3. Open them to see their courses.

#### Fields and buttons

5.8 My team

What it is: My team shows a manager the learning of their own team.

#### How to do it

1. Open My team.
2. Look for overdue courses.
3. Remind the person.

#### Fields and buttons

5.9 Compliance

What it is: Compliance tracks mandatory training for audits: POSH, information security (ISO 27001), data privacy (DPDP Act), code of conduct and safety.

#### How to do it

1. Open Compliance.
2. Look for red departments.
3. Click Assign renewals now.
4. Click Download audit report (CSV) before an audit.

#### Fields and buttons

WATCH OUT: A certificate counts until it expires. Renewals are assigned 30 days before.

5.10 Certificates

What it is: Certificates lists every certificate issued. Clients and auditors can verify a number or scan the QR code.

#### How to do it

1. Open Certificates.
2. Type a number to verify.
3. Click View to open or print one.

#### Fields and buttons

TIP: Certificates carry your logo and colours from Branding & white-label.

5.11 Training requests

What it is: Training requests handles external courses, certifications and conferences that cost money.

#### How to do it

1. Open Training requests.
2. Click + Request training.
3. Give the training, the cost, the date and the reason.

#### Fields and buttons

WATCH OUT: A rejected request shows the reason so the person can ask again.

5.12 Approvals

What it is: Approvals shows training requests and mandatory courses that wait for a decision.

#### How to do it

1. Open Approvals.
2. Read the request.
3. Click Approve, Send back or Reject.

#### Fields and buttons

TIP: Approvers can also decide from the email or WhatsApp message.

5.13 Reports

What it is: Reports show learning for the management review.

#### How to do it

1. Open Reports.
2. Click Write the learning summary.
3. Click Export course report (CSV) if you need a file.

#### Fields and buttons

5.14 Settings

What it is: Settings holds the defaults for courses and the certificate.

#### How to do it

1. Open Settings.
2. Change a value and save.

#### Fields and buttons

5.15 Plan & billing

What it is: Plan & billing shows your plan, invoices and the plans you can choose. One bill covers every USR app through USR Billing.

#### How to do it

1. Open Plan & billing.
2. Choose a billing cycle and a plan.

#### Fields and buttons

WATCH OUT: If a payment fails, you get a reminder on the due date and 3 and 7 days later. After 21 days the account becomes read-only, never deleted, until it is paid.

If something is not working

Questions people ask

#### Courses

Can I make a course from my own policy?

Yes. Use the AI studio, add your policy, and review the draft.

Can learners study on a phone?

Yes. Starter and above include mobile learning.

#### Using the app

Is there a free plan?

Yes. Free allows up to 25 learners, 5 courses and the ready library.

How do auditors check a certificate?

They type the number on the Certificates page, or scan the QR code on the certificate.

Glossary: words you will see