5 benefits of the Employer account:

1. Register all your employees for the compulsory course in a single transaction
2. Register your employees for the online training courses available on ÉduChAD, purchased as a batch
3. Take advantage of cost-saving training programs you can also register your employees for
4. Check whether your employees have completed the courses you have registered them for
5. View the status of your employees’ training files and import reports to help them manage their professional development plan (subject to their consent).

How to access your employees’ training files

To access your employees’ training files, you will need:

• An Employer account*
• “Account manager” status on the Employer account
• Your employees’ consent to access their training files

Here’s how to do it:

• Log into the ChAD Portal 
• Click on “ÉduChAD”
• Click on “My team” under “Management” in the left-hand menu. You will see the names of your employees.
• Click on the triple bar icon in the “Options” column. You will have the option to view their training files.

* If you have not already done so, we recommend that you contact the ChAD professional development team at formation@chad.qc.ca to set up an Employer account for your firm.

Frequently asked questions by Employer account managers 

• ​​​​​​​​​​How do I log into my Employer account?  

• Will the list of professionals associated with my firm at the Autorité des marchés financiers be available in my Employer account?

• How do I register all my certified employees for the compulsory course?
• How do I transfer a training activity from one employee to another?

•  How do I consult the invoices linked to my Employer account?

• How long before my employees can start the training courses I have registered them for? ​

• How much time do my employees have to complete the training course they are registered for?

• Will my employees receive a confirmation of their registration?

•  How do my employees access the courses I have registered them for?

• How do I consult my employees’ training files?

• How do I obtain my employees’ consent to consult their training file?
• I am the manager of an employer account. Our firm will be merging with another firm soon. How do I ensure I have access to every employee’s training file following the merger?
• How do I create reports on the status of my employees’ training files and on training course registration? 

How do I log into my Employer account?

You may access the ChAD Portal—gateway to the ÉduChAD platform—by signing in using the following login information:

• Your personal email address (the one you use to receive ChAD communications, such as newsletters)
• The password you created specifically for the ChAD Portal

Make sure that your personal email address has been added as an Employer account manager.

Follow the steps to log into the Portal.

If you can’t remember your password, follow these steps.

Will the list of employees associated with my firm at the Autorité des marchés financiers be available in my Employer account? 

Yes, the employee list in your Employer account will be the one sent to the Autorité des marchés financiers. The list will be updated in your Employer account as new hires and departures are reported to the Autorité des marchés financiers. If you have any non-certified employees to add, please let us know by contacting us at formation@chad.qc.ca.

How do I register all my certified employees for the compulsory course? 

To register all your employees for the same course, be it the compulsory course or another online training course available on ÉduChAD, follow the steps on how to allocate spots in a training course to employees (to come).

How do I transfer a training activity from one employee to another? 

Here is how to transfer a training activity (or a spot) from one employee to another: 

1. Log into the ChAD Portal and click on “ÉduChAD.”
2. Click on “Registrations” under “Management” in the left-hand menu.
3. Click on the “Bulk purchases” button. Scroll to the training course for which you would like to transfer one employee’s spot to another.
4. Click on the “Manage” link in the “Manage” column.
5. Search for the employee whose spot you wish to revoke. 
6. Click on the triple bar icon in the “Options” column. You will have the option to revoke the employee’s spot (revoke the invitation) and assign it to another employee.

For more information, watch the tutorial on how to allocate the spots you have purchased as a batch for a training course.

How do I consult the invoices linked to my Employer account? 

Click on “ÉduChAD” on the ChAD Portal home page, then select “My file”  and then “Purchases”. This will allow you to view your invoices and pay any outstanding balances by credit card, by cheque or by bank transfer (fill out this form). 

How long before my employees can start the training courses I have registered them for? 

They may start at any time. Your employees can start a training course as soon as you assign them a spot. To do so, employees must:

• Log into the ChAD Portal;
• Click on “ÉduChAD”
• Click on “My courses and events”.
• Click on the name or icon of the course you have assigned them a spot in.
• They may now start the course.

How much time do my employees have to complete the training course they are registered for? 

There is no time limit. However, to fulfill their professional development obligations, they must earn PDUs before the end of a given reference period. Learn more about the PDUs to be earned and reference periods here.

Will my employees receive a confirmation of their registration?

Yes. The ChAD Portal will automatically generate a registration confirmation email. However, given that the email address on file for your employees could be their personal email address, we suggest that you also confirm their registration with them.

How do my employees access the courses I have registered them for?

Once they have been registered for a course, they must log into the ChAD Portal and click on the “ÉduChAD” button, then select “My courses and events” in order to view the courses they are registered for. They must then click on the icon of the training course to complete, which will take them to the course grid, and select “View ” in the “Overview” box in order to start the training session.

How do I consult my employees’ training files? 

1. Log into the ChAD Portal and click on “ÉduChAD.” 
2. Click on “My team” under “Management” in the left-hand menu.
3. You will see a list of all your employees. Scroll down to the name of the employee whose training file you wish to consult, or search for it using the search engine at the top of the page.
4. Click on the triple bar icon in the “Options” column and select “See user folder”. You will be directed to the employee’s training file.

How do I obtain my employees’ consent to consult their training file? 

Before consulting your employees’ training files, make sure they have given you their consent. To do so, they must check the applicable box in the ChAD Portal.  After logging in, they must click on “My profile”, then on “Employments” , and select the job for which they wish to make the associated training file available to their employer.

I am the manager of an employer account. Our firm will be merging with another firm soon. How do I ensure I have access to every employee’s training file following the merger?

As the manager of an organization’s employer account, you must notify us of any change to the firm’s structure. To do so, please write to us at formation@chad.qc.ca and include:

• The name of the firm that will be merged (that will become inactive) and the name of the firm that will remain active.
• The date the merger will take effect with the Autorité des marchés financiers.

This will enable the Professional Development Department to conduct the necessary verifications in a timely manner to make sure that the certified employees are correctly attached to the right employer.

Since the training file contains a certified member’s personal information, members must give their consent to the firm that will remain active following the merger by taking this tutorial.

How do I create reports on the status of my employees’ training files and on training course registration?

Here is how to create a report on the status of your employees’ training files:

1. Log into the  ChAD Portal and click on “ÉduChAD.”
2. Click on “Periods statistics” under “Management” in the left-hand menu, then select “Export statistics”.

Here is how to create a report on training course registration:

1. Log into the ChAD Portal and click on “ÉduChAD.”
2. Click on “Registrations” under “Management” in the left-hand menu, then click on the Excel icon.