Summary: A manager will need to have the relevant permissions to add training to the system. This is a useful tool to keep track of training held. The system will send notifications to managers if a training is due to expire.
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📘 Instructions
Adding Training Types for the Company
Click on the settings icon
Select Company Settings
Choose Trainings & Qualifications > Add Training
Add the Training Name
If required you can click Add Skill, choose the skill from the dropdown menu, and select the skill level
Once you click Save, the training will then appear in the list
You can click Edit to make any changes to the training and or click Delete to remove thisClick on
How to add training to an employee’s profile
Go to Manager > Staff
Choose relevant staff member
Select Training & Qualifications, click on Add Training
Choose the type of training from the dropdown
Stand By: This means that the training needs to be completed at some point in the future. If training has been completed, you do not need to toggle this
Note the start date, renewal date and renewal reminder date for training. This will notify the employee’s manager or nominated person when a training is due to expire
You can note if certified or not
There is an option to add a file if required
Click Submit and this will save against the employee's profile
With permission, managers can run a Training Report in Manager > Reports. This is an overview of trainings for all staff. You can also add trainings from the reportReports
Search for Training
This report shows a summary of training details, including expiry dates
Select + beside the employee’s name to add a record of the training
This will save to the employee’s profile