SUNZ Insurance
NAPEO
SHRM
ZayZoon
SwipeClock
Absorb LMS
E-Verify
HiringThing
quickbooks
NatPay
U.S. Bank Card
Transamerica 401(k)
Your Team of Specialists

The specialists who build your learning tracks.

HR advisor scopes competency model. Client success lead runs course rollouts and manager enablement. L&D specialist builds custom content.

  • Jena Glazier, Client Success Lead
    Jena Glazier
    Client Success Lead
  • Jenifer V, HR Advisor
    Jenifer V
    HR Advisor
  • BG
    Becca G
    HR & Payroll Specialist

From role-based paths to leadership tracks. Built, assigned, tracked.

Four-phase L&D workflow. You scope the outcomes; your specialist configures the platform.

  1. Phase 1

    Competency model

    Scope role-level competencies. Map skills to career bands. Define what 'ready for promotion' looks like per role.

  2. Phase 2

    Course-path assembly

    Role-based learning paths from our catalog + your custom content (SCORM-compliant authoring). Leadership tracks, technical skill trees, functional academies.

  3. Phase 3

    Assign + track

    Auto-assigned based on hire date, role, or promotion trigger. Manager dashboards show progress per direct report. Reminders automatic.

  4. Phase 4

    Certs + career ladders

    Completed certs tie back to payroll (optional pay steps). Expiration alerts to employee + manager. Promotion-readiness surfaced in performance reviews.

Questions about the process? Let’s talk →

Every piece of the L&D system, configurable.

You own the outcomes; we run the platform. Catalog, authoring, certification, reporting.

ROLE-BASED PATHS

New hire, manager, leadership tracks

Different roles get different paths. New hires learn culture + policies + role basics. Managers get discipline + discrimination + documentation. Leadership gets strategy + finance + talent.

3 tracksNew hire + manager + leadership

SCORM AUTHORING

Custom content + standards-compliant hosting

Build your own courses or import from any SCORM-compliant authoring tool. We host the content, track completion, and manage versioning. Your SOPs become trainable.

SCORMStandards-compliant · bring or build

THIRD-PARTY LIBRARY

LinkedIn Learning, Coursera, industry platforms

Native integration with major libraries. Assign specific courses from LinkedIn Learning, Coursera, edX, Udemy Business, or industry-specific platforms directly in your employees' LMS queue.

IntegratedMajor libraries · native assignment

CERTIFICATIONS

Expiration alerts + renewal workflow

Forklift cert. OSHA 10/30. Bloodborne pathogens. CDL endorsements. Every cert tracked with expiration date. Alerts fire 30/14/7 days out to employee + manager. No expired cert caught on a Monday.

30/14/7Expiration alerts · before it lapses

CAREER LADDERS

Competency tracking tied to reviews + comp

Map skills to career bands. "Ready for promotion" becomes a trainable set of competencies. Performance reviews reference completion. Optional payroll steps unlock when certs land.

Ladder-linkedReviews · comp · promotion readiness

AUDIT-READY REPORTS

Completion, date, score, signature: exportable

Manager dashboards show completion + engagement + time-to-complete. Audit exports by employee, course, date, score, signature. Admissible for EEOC, OSHA, state DOL on demand.

ExportableAny employee · any course · any date

Scope a role-based learning path in 15 minutes.

Send us one role and one development outcome. Your specialist drafts a 3-month learning path (competencies, courses, milestones) on the call.

THE TRACK RECORD

Learning that ties to performance, pay, and promotion.

0+
active learners
0+
employers with L&D tracks
SCORM
content spec
<1 hr
course assignment turnaround

“Running HR for a 120-person nonprofit, I was a one-person department drowning in compliance changes and a handbook untouched in five years. VertiSource HR rebuilt our handbook and stood up a training calendar. Now I feel confident when our board asks about HR risk.”

J.L. · HR Director 120-employee 501(c)(3) nonprofit, Utah

L&D ties into onboarding, performance, and payroll.

Onboarding triggers the new-hire path. Performance reviews reference completion. Certs unlock payroll steps. Everything on one record.

Role-based path auto-assigned on day one. First 90 days mapped with milestones.

PIPs trigger remediation courses. Promotion readiness surfaces training gaps.

Certification-triggered pay steps post to payroll on effective date. Merit + pay bands aware of training.

Completion records stored on the employee profile; career ladder progress visible to manager + employee.

Want this for your team? Let’s talk →

FAQ

Learning management questions employers ask us

Still have a question? Let’s talk →

L&D that develops people, not just checks a box.

Talk to specialists who’ve built role-based learning for 500+ employers. Custom paths, certifications, career ladders, tied to your HRIS and payroll.