Training your team can use on a busy day.
Your team needs training they can use in the middle of a working day, particularly when a customer situation needs a closer look.
Whoeverly connects practical learning with the jobs people actually do, and gives managers a clear record of progress.
The introductory courses are free for anyone in Learn. Protect adds team tracking, training records and training built around your own operation.
Good morning, Tom
Front of house · Leeds
2 of 5
Courses complete
1
Certificate issued
12 days
Until refresher
- AML awareness for workspace teams100%Foundations · 25 min
- Customer due diligence in practice70%Onboarding · 30 min
- Spotting and escalating concerns40%Judgement · 20 min
- Mail handling done right0%Front of house · 15 min
- Keeping your workspace secure0%Physical security · 15 min
Less jargon. More “I know what to do.”
The topics are built around the situations workspace teams actually face. Short explanations and practical scenarios help turn a policy into a useful action.
Introductory courses free in Learn · team tracking and records part of Protect
AML awareness
What the rules ask of a workspace business, in plain English.
Customer due diligence
Knowing who your customers are, and what to collect and check.
Recognising and escalating concerns
What to look out for, and who to tell when something doesn’t feel right.
Mail handling
Handing over post and parcels to the right people, every time.
Physical workspace security
Keeping your building, your members and their information safe.
The policy is on the shared drive. Has anyone read it?
A 40-page PDF shows an auditor you have a policy. It doesn’t tell you whether the person on reception knows what to do on a Tuesday afternoon.
The old way
The Whoeverly way
- Certificate issuedAisha Rahman · Workspace security
- Policy acknowledgedCustomer onboarding procedure v4 · 22 of 24
- Refresher dueGrace Mensah · AML awarenessDue
- Scenario completedMail handling · front of house team
Team training is built around short courses, real scenarios and a record of who has done what. The basics are free in Learn, and Protect keeps the record.
Make the next real situation easier.
Short explanations come with practical scenarios, so people practise the decision before they meet it at reception.
The answers point back to your own procedures, so the training and the way you work stay the same thing.
Scenario 2 of 4
Someone at reception asks to collect a parcel for a customer company. They’re not on the customer’s record. What do you do?
- AHand it over, it’s their company
- BCheck the authorised collectors list first
- CPost it back to the sender
Right. Only release items to people the customer has authorised, and check their ID at first collection.
Give every role the right starting point.
A new centre colleague and an experienced compliance reviewer have different needs. Assign relevant learning by role and see where people need support.
Front of house
AML awarenessMail handlingWorkspace securityCentre manager
AML awarenessCustomer due diligenceEscalating concernsCompliance reviewer
Customer due diligenceEscalating concernsYour policies
Stop hunting for training records.
See who has completed the required learning and who needs a reminder. Each record identifies the course version, with certificates available alongside it.
Head office can see training across every location, with access controlled by staff responsibilities and permissions.
Team training records
4 locations · 24 people
- Priya Shah · ManchesterCustomer due diligence · v2.1Certificate issued
- Tom Okafor · LeedsAML awareness · v3.0Certificate issued
- Grace Mensah · BirminghamAML awareness · v2.4Refresher due
- Dan Hughes · BristolMail handling · v1.2Refresher due
- Aisha Rahman · LeedsWorkspace security · v1.0In progress
Your own procedures belong in the picture.
Staff can find the policies relevant to their work in the document library. You can track which version they’ve acknowledged and when a document needs review.
- Customer onboarding procedure v422 of 24 acknowledgedReview in March
- Mail handling instructions v224 of 24 acknowledgedReview in June
- Escalating a concern v319 of 24 acknowledgedReview due
Never miss a refresher or a review.
The compliance calendar keeps refreshers, policy reviews and other recurring tasks in one place, with reminders before they fall due.
- 4 NovAML awareness refreshers due · 3 people
- 12 NovEscalating a concern · policy review
- 1 DecAnnual training review · all locations
- 15 JanNew starter paths · Leeds
Protect is built around your team.
The introductory courses are free for everyone in Learn. Protect adds team tracking, training records and training built around your own operation, alongside onboarding, compliance, mail and Address Health.
- Team progress tracking
- Staff certificates and records
- Training for your own operation
- Compliance calendar
- Document library
- Compliance tools and templates