Trainual content editor and SOP creation tools
The content editor is Trainual's primary interface for creating SOPs, training manuals, process documentation, and onboarding content.
The content editor is Trainual's primary interface for creating SOPs, training manuals, process documentation, and onboarding content. The editor supports rich text formatting, embedded images, video uploads, screen recordings, external content embeds (YouTube, Loom, Google Docs), and downloadable file attachments.
Content is organized into 'subjects' — logical groupings of related topics. Each subject contains multiple 'steps' that present content in a structured, sequential format. This organization ensures training content follows a logical progression rather than being a collection of disconnected documents.
AI content generation and drafting assistance
The AI feature generates draft content from text prompts. Users describe the process or topic, and the AI produces a formatted draft with sections, steps, and placeholder content. The draft requires editing and customization, but it provides a starting framework that accelerates content creation for routine processes.
Screen recording and video integration
The built-in screen recorder captures video walkthroughs of software processes directly within Trainual. Recordings are automatically embedded in the relevant content step. External videos from YouTube, Loom, or Vimeo can also be embedded, providing flexibility for teams that already have video content.
Trainual role-based content assignments and onboarding paths
Every piece of content in Trainual can be tagged with roles, departments, and locations.
Every piece of content in Trainual can be tagged with roles, departments, and locations. When a new employee is added to the platform and assigned their role, they automatically receive the training subjects relevant to their position. The assignment is automatic — no manual selection required.
Onboarding paths are constructed by combining role-specific subjects (sales processes, engineering workflows), department subjects (team norms, tool configurations), and company-wide subjects (policies, culture, values) into a comprehensive training curriculum unique to each hire's context.
Automatic assignment on role creation
When an employee is added to Trainual with a specific role, all content tagged with that role is automatically assigned. Adding a new 'Account Manager' automatically assigns sales processes, CRM training, client communication standards, and company policies — without any manual selection by HR or the manager.
Role and department content tagging
Content can be tagged with multiple roles and departments, which means cross-functional content (like company policies or communication guidelines) is assigned once but visible to all relevant employees. Role-specific content (like engineering deployment procedures) only appears for employees in that role.
Trainual completion tracking, quizzes, and knowledge verification
The completion tracking dashboard shows training progress at the individual, role, department, and organization level.
The completion tracking dashboard shows training progress at the individual, role, department, and organization level. Each employee's progress through assigned subjects is tracked step-by-step, showing what has been completed, what is in progress, and what has not been started.
Quizzes can be embedded within training content to verify comprehension. Quiz questions support multiple-choice, true-false, and free-response formats. Quiz results appear in the tracking dashboard, providing data on whether employees are absorbing the content or just clicking through.
Manager visibility into team training progress
Managers can view their direct reports' training progress from a single dashboard. The view shows which employees have completed their assigned training, which are in progress, and which have not started. This visibility enables managers to follow up on incomplete training without asking employees directly.
Quiz formats and scoring
Quizzes support multiple-choice questions with single or multiple correct answers, true-false questions, and free-response questions for more nuanced assessment. Pass/fail thresholds can be set to require minimum scores before marking content as completed.
Trainual knowledge base search and reference functionality
Beyond onboarding, Trainual functions as a searchable knowledge base that employees access whenever they need to reference a process, policy, or procedure.
Beyond onboarding, Trainual functions as a searchable knowledge base that employees access whenever they need to reference a process, policy, or procedure. The search functionality covers all content — subject titles, step content, and embedded text — providing fast access to specific information.
The knowledge base utility extends the platform's value beyond the initial onboarding period. Employees use it as an ongoing reference when processes change, when they take on new responsibilities, or when they simply need to remember how something works.
Full-text search across all content
The search function indexes all content in the platform — titles, body text, and descriptions — enabling employees to find specific procedures or policies quickly. This is a meaningful improvement over unstructured wikis or document folders where finding the right file requires knowing where it was stored.
Mobile access for on-the-go reference
Trainual is accessible on mobile devices, which means employees can reference SOPs and procedures from anywhere. This is particularly useful for field workers, retail employees, or any role where desktop access is not always available.
Trainual integrations with HR and business tools
Trainual integrates with popular business tools including Slack, Microsoft Teams, Zapier, BambooHR, Gusto, and others.
Trainual integrates with popular business tools including Slack, Microsoft Teams, Zapier, BambooHR, Gusto, and others. Integrations support automated user provisioning (adding new employees to Trainual when they are added to your HRIS), notification delivery through messaging apps, and workflow triggers via Zapier.
The integration ecosystem is smaller than what Process Street or enterprise onboarding tools offer, but it covers the core connections that SMBs need — HRIS for user management, messaging apps for notifications, and Zapier for custom automation.
HRIS user provisioning integrations
Integrations with BambooHR, Gusto, and other HRIS platforms automatically create Trainual user accounts when new employees are added to the HRIS. The integration pulls role and department data to auto-assign the correct training content without manual setup.
Slack and Teams notification delivery
Trainual sends notifications through Slack and Microsoft Teams for new training assignments, completion reminders, and quiz results. The messaging integration keeps training visible in the tools employees use daily.
Trainual reporting and training analytics
The reporting module tracks training completion rates, quiz scores, content engagement, and overdue assignments across the organization.
The reporting module tracks training completion rates, quiz scores, content engagement, and overdue assignments across the organization. Reports can be filtered by individual, role, department, and time period to identify patterns and gaps.
The Scale plan adds advanced reporting with custom dashboards and deeper analytics. The Train plan provides standard reporting that covers the core metrics most SMBs need — who has finished training and who has not.
Completion rate reporting by role and department
Reports show training completion rates segmented by role and department, highlighting which teams consistently complete training and which fall behind. This data helps HR and operations leaders identify training program gaps and allocate follow-up resources.
Overdue training alerts and reminders
The platform identifies employees with overdue training assignments and sends automated reminders. Managers receive notifications when their direct reports have incomplete training, enabling accountability without HR having to chase individuals.