Skip to main content

Sexual Harassment Prevention Training Configuration

Learn how to set up Sexual Harassment Prevention training in Opus, so each team member gets the right state version and stays certified.

Written by Ben Brunken

Set up Sexual Harassment Prevention (SHP) training once, and Opus gives each team member the right version for their state and Role, then keeps them certified.

SHP is a premium Module. Your Customer Success Manager can walk you through setup on a quick call.

✅ Before you start:

Admins can set up SHP training. Managers can too if they have the Manage Premium Content permission.

Sexual Harassment Prevention needs to be in your Library.

Open it from Training > Library > Sexual Harassment Prevention.

Table of Contents:


Content Details

Fill in Content Details on the Overview tab before you assign anything. These details apply to every version.

  • HR Email: required.

  • Anti-Harassment Policy: required. Upload your business's anti-harassment policy as a PDF.

  • Complaint form location: where team members can find your complaint form, for example the breakroom.

  • Complaint hotline: the phone number team members can call.

  • Days to finish course: how many days team members have to finish, from 1 to 30.

⚠️ Required first: Until HR Email and Anti-Harassment Policy are filled in, Assign and Automate show a Can't assign yet message.


State Versions

Add a version for each state where you have team members. Each version has a Supervisor card and a Non-Supervisor card.

  1. On the Overview tab, click Add Version next to Versions.

  2. Click Add next to each version you need. Click Preview Content to see a version first.

Opus offers state-specific versions for:

  • California

  • Connecticut

  • Delaware

  • Illinois & Chicago

  • Maine

  • New York & NYC

  • Washington, D.C.

For other states where SHP is not required, the Fundamentals module is available, also with versions for supervisors and non-supervisors.

To remove a version, click the three dots next to its name, then Remove version. New assignments and Automations for it stop, and existing assignments stay.


Assign SHP Training

Assign each version from its Supervisor or Non-Supervisor card.

  • Assign: choose team members for a one-time assignment.

  • Automate: assign the version automatically by Location and Role.

Your team can't be assigned SHP training without being attached to a location and role. Because various states have specific requirements for their SHP training, this is necessary information for assignment automation. When you automate a version, choose the Locations in its state.


Automatic Recertification

Set Auto reassign to Yes on a version card to reassign the version before certifications expire. In each version's assignment configuration, you can enable automatic recertification to ensure your team never falls out of compliance.

Opus reassigns the version to team members in its Automation whose certification expires by the end of the following month. It checks right away when you turn it on, then on the first of every month.

🎯 Example: If you turn on Auto reassign on November 4, anyone whose certification expires on or before December 31, 2025, gets a new assignment right away.

Each version card shows how long its certification lasts, for example Compliance duration lasts 2 years. When team members are due for reassignment, a banner on the card shows how many and when.

Compliance renewal periods are determined by state regulations and vary as follows:

  • Annual: New York, Maine, Illinois, Fundamentals

  • Every 2 years: California, Delaware, Washington, D.C.

  • Every 10 years: Connecticut


Compliance Tracking

Track your team's certifications on the Sexual Harassment Prevention page, or across all your compliance training in Reporting > Compliance.

  • Overview: a compliance summary, your versions, and Content Details.

  • Assignments: who's assigned each version and how far they've gotten.

  • Certificates: each team member's version, type, Certified Until date, and certificate.

Import Existing Certificates

If team members finished SHP training before your business started using Opus, import their certificates to keep every record in one place.

  1. Open the Certificates tab and click Import Certificates.

  2. For each team member, choose the User, User type, Version, and Training completion date. Click Add user for another row.

  3. Click Create certificate, then confirm.

Opus calculates each expiration date automatically.


FAQ

Why can't I assign SHP training yet?

Fill in HR Email and Anti-Harassment Policy in Content Details first. Until both are saved, no version can be assigned or automated.

Can I turn off automatic recertification later?

Yes. Set Auto reassign to No on the version card anytime.

Do Supervisors and Non-Supervisors need separate setup?

Content Details are shared by every version. Each Supervisor and Non-Supervisor card has its own Assign, Automate, and Auto reassign.

Can I remove an imported certificate?

Yes. On the Certificates tab, open the three dots on an imported certificate and click Remove Certificate. Only imported certificates can be removed.

Did this answer your question?