Learn & Grow Setup
This SOP provides the documented process for setting up Learn & Grow by completing the isolved Certified Network Partner Add-On Services Agreement and configuring the client's isolved University LMS Subscription Options for Content Library.
Part 1 – Complete the Add-On Services Agreement
Step 1: Enter Partner Legal Name
In the Partner Legal Name field, enter HR Butler.
Step 2: Enter the date
Enter today's date in the Date field.
Step 3: Enter the HR Butler contact name
In the Name field, enter Courtney Adgate.
Step 4: Enter the HR Butler phone number
Enter 614-923-4000 in the Phone Number field.
Step 5: Enter the HR Butler email
Enter cadgate@hrbutler.com in the Email field.
Step 6: Enter the HR Butler address
Enter 5115 Parkcenter Avenue in the Address field.
Step 7: Enter city, state, and ZIP
Enter Dublin, OH, 43017.
Step 8: Select the Learn & Grow service
Check LMS with Content Library on the agreement.
Step 9: Enter the client name
Enter the client's name in the Client Name field.
Step 10: Enter the client address
Enter the client's business address in the Client Address field.
Step 11: Enter the client city, state, and ZIP
Enter the client's city, state, and ZIP code in the applicable fields.
Step 12: Enter the Company ID
Enter the client's code from isolved in the Company ID field.
Step 13: Enter the primary contact name
Enter the client's primary contact name.
Step 14: Enter the primary contact email
Enter the primary contact's email address.
Step 15: Enter the primary contact phone number
Enter the primary contact's phone number.
Step 16: Enter the number of employees
Enter the number of employees currently within isolved. (send the add-on agreement to Zachary Fox at zfox@isolvedhcm.com.) He will send the agreement back to you for signature. Forward that email to me to sign and submit.
Part 2 – Configure Learn & Grow in isolved
Step 17: Locate the client
In isolved, search for the client by client name or client number, then select the correct client.
Step 18: Navigate to Legal Services
Search for “legal ser” or navigate to Client Management > Client Maintenance > Legal Services.
Step 19: Edit isolved University
Click the pencil icon beside the isolved University legal service, then click Edit.
Step 20: Select the LMS subscription option
Open the LMS Subscription Options dropdown and select Content Library.
Step 21: Save
Click Save to complete the configuration.
Final Validation
Confirm the Add-On Services Agreement contains the required HR Butler information, the LMS with Content Library option is selected, all client and primary contact information is complete, the Company ID matches the client code in isolved, and the employee count reflects the number of employees within isolved. In Legal Services, confirm the isolved University record was edited, Content Library was selected under LMS Subscription Options, and the record was saved.