How to review employee compliance training after a promotion
A promotion can change a person's responsibilities and the training question you need to ask. Check the actual new role, work location, employer coverage and prior training rather than automatically assigning the same course again. This is a review checklist, not an enrollment tool or a determination that every promotion creates a new legal deadline.
Why does the employee's role matter?
California CRD's employer guidance distinguishes supervisory from nonsupervisory harassment-prevention training and addresses new supervisors. That makes a change to supervisory duties a reason to check the role-specific requirement and timing, including the guidance for prior training. Do not substitute a job-title change for checking the person's actual duties and the employer's coverage. CRD employer training FAQ
New York's official employer guide describes annual sexual-harassment prevention training for employees. An annual requirement is a different question from whether a particular promotion changes the applicable content or next due date. These California and New York examples do not establish one rule for all 30 selected states or replace applicable local requirements. New York employer guide
What should the person responsible for training verify?
- Role and date: What duties changed, when did they change, and is the person now a supervisor under the applicable rule?
- Coverage and location: Which employer, workplace, state and locality rules apply? Do not infer coverage from a course's state label.
- Prior training: What content, format and completion evidence already exist? Check whether the current rule recognizes that prior training before repeating or replacing it.
- Next action: Which current source supports the required content and timing? Who will arrange any qualified training and resolve a technical problem?
A course assignment, an opened lesson and verified completion are different stages. Keep the actual private completion evidence; do not label someone trained merely because an invitation was created.
How should we preserve completion evidence?
Check the chosen provider's actual instructions before starting. For its own course, CRD tells learners to save, print or otherwise capture the certificate at the end and says it cannot email a replacement. That is a CRD-specific instruction, not a promise of a GoodState certificate vault or provider integration. Do not reproduce or import CRD's course into another platform; its page states restrictions on third-party reuse. CRD course instructions
GoodState training is not available yet. Working course access and completion records still need to be verified. This guide does not assign courses, start training or promise a certificate. See the training selection guide and Compliance Calendar for related planning.
Sources checked November 11, 2026. No universal training duration, promotion deadline or certificate retention period is calculated here.