Onboarding and playbooks
Compliance training plan
A plan for required training, like harassment prevention: assigned on one date, a reminder after a week, and managers chase anyone not done.
New playbook. Opens a new playbook with these steps and timings. Each person’s steps wait for your approval before they send.
Required training is easy to assign and hard to finish. A clear deadline, one reminder and a nudge from the manager close most of the gap.
This plan counts from the day the training is assigned. Everyone gets the course, a reminder after a week, and their manager checks at two weeks.
Shuffl · HR by the numbers
Training that sticks
Training that sticks. 3 in 4 people who experienced harassment never told a supervisor (EEOC task force, 2016) (U.S. Equal Employment Opportunity Commission, June 2016). 29% of UK workers experienced workplace sexual harassment in the past 12 months (2020 survey) (Government Equalities Office (GOV.UK), with IFF Research, July 2021). 15% of UK workers who experienced workplace sexual harassment reported it formally (2020) (Government Equalities Office (GOV.UK), with IFF Research, July 2021).
Training to finish in the next two weeks
To each person, on the date you pick.
**Training to finish in the next two weeks** A required training is assigned to you. It takes about an hour, and you can do it in parts. - [ ] Complete the training
A reminder about your training
To each person, 7 days after the date you pick.
**A reminder about your training** If you have already finished it, there is nothing more to do.
Check each person finished their training
To their manager, 14 days after the date you pick.
**Check {{hire}} finished their training**
- [ ] Ask them to finish it this week if notHow to adapt it
- Shuffl fills in {{hire}} and {{manager}} for each person. Replace them by hand if you send the message yourself.
- Link the course to the first step, so it opens in one tap.
- Check which states or countries set their own training rules.
What the research says
Most harassment goes unreported. The EEOC’s task force found roughly three in four people who experienced harassment never talked to a supervisor about it, and only 6% to 13% filed a formal complaint.1
In a UK government survey of 12,131 people, 29% of those in employment had experienced some form of sexual harassment at work in the previous 12 months, and only 15% of them reported it formally.2 Training that shows people how to report, and managers how to respond, is part of closing that gap.
What the law requires
In the UK, all employers must take reasonable steps to prevent sexual harassment of their workers, a duty that came into effect on 26 October 2024.3 In the US, an employer’s defense to some harassment claims rests on showing it took reasonable care to prevent and correct the behavior.4 Some states set their own training rules.
Common mistakes
- Assigning training with no deadline.
- Counting completions and never training managers on how to respond.
- Forgetting new hires who join after the assignment date.
- Treating training as the whole of prevention.
Common questions
- Is harassment training required?
- It depends on where you are. The EEOC encourages training as part of preventing harassment, UK employers must take reasonable steps to prevent sexual harassment, and some US states require training by law. Check each place you employ people.
- How do you get everyone to finish required training?
- Give a clear deadline, send one reminder, and ask managers to follow up with anyone not done. Make the course open in one tap.
- Does training on its own prevent harassment?
- Not on its own. The EEOC’s task force found most people who experience harassment never report it, so training works alongside a clear policy, several reporting routes and managers who act.
Sources
Read on . Laws change, so check the source before you act. This page is general information, not legal advice.
- U.S. Equal Employment Opportunity Commission, Select Task Force on the Study of Harassment in the Workplace: Report of Co-Chairs Chai R. Feldblum and Victoria A. Lipnic, June 2016.
- Government Equalities Office (GOV.UK), with IFF Research, 2020 Sexual Harassment Survey, July 2021. Nationally representative online survey of 12,131 people in the UK.
- Acas, Preventing sexual harassment, Current page, read October 2026.
- U.S. Equal Employment Opportunity Commission, Harassment, Current page, read October 2026.