When an employee or you requires training, you can add this training. You can also choose to attend an existing training event.
How to add new training
Click your name on the top right, then click My profile.
If you're adding training for someone else, go to their profile.
On the profile menu, click Training.
Click Add training.
If you add training for someone else, you can select just that person or multiple employees.
Enter a title for the training, and if necessary, enter any training details.
Select a Training format.
Select a Payment type.
📎NOTE: If there's no payment type to select, an admin must link the training type to a payment type.
Enter a cost.
Select whether the training date will be a single day or multiple days, then enter the relevant dates.
📎NOTE: When the Training due date is less than 30 days in the future, a training task will appear on the employee's Dashboard.
If required, enable an expiry date for this training using the toggle.
If you toggle on an expiry date, you can choose a specific date, for example. 3/2/2025, or after a certain period, for example, one year after the training date.📎NOTE: If you set a date, it can only be after the training date.
If relevant, add an attachment. Click Choose file, browse to the file then click Open.
If required, select Require proof of completion once training is completed.
If you're adding training for someone else, you can select to notify the employee by email.
Click Save.
Once added, under Training there are three tabs:
To be completed
Completed
Expired
📌TIP: When you click the Actions dropdown, you can do the following:
Mark the training as complete
Edit the training
View the changelog, which lists any changes made to the training
Delete the training
How to attend a training event
You can also choose to attend an upcoming training event on this page.
If you want to attend, click the Respond dropdown, then Yes, I'll be there.
If you change your mind or can no longer go, click Yes, I'll be there, then on the dropdown, click Decline.
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