Training helps employees develop skills and meet role requirements. If you use the Core HR module, Sage HR lets you record required training and allow employees to manage their own training.
📎NOTE: Training functionality isn’t available in Sage HR Essentials or Basic HR.
Open training settings
As an admin or training administrator:
Select your name in the top‑right corner.
Select Settings.
Select Employee data, then Training.
Add payment types
Payment types define how training gets paid. Examples include a company credit card or cash.
📎NOTE: Set up payment types before you create training types.
Add training types
Training types help categorise employee training. For example, you create a training type for online courses.
Assign training administrators
Training administrators can manage training and training events. Assign this role to employees who need full training access.
Allow employees to add or edit training
To let employees manage their own training, assign them a role with these permissions set to Myself:
View trainings
Add trainings
📌TIP: If you're fine with all employees being able to do this, configure the permissions of the 'Employee' role.