You can record training completed by employees from other providers in their records. This ensures you have a complete training history for each employee.
Adding training to individual employees
Navigate to the employee’s record.
From the left navigation menu, click Employees > Manage.
Click View for the employee you wish to add training to.
Access Career and training.
Select Career and training.
Scroll down to Training and click Add.
Add training history details.
Add new training options by clicking the plus (+) icon to track:
The course title, course code if applicable, and add a description.
Certified professional development minutes if applicable.
Start date.
Completed date.
Expiry date.
Grade.
Provider.
Description.
Upload the relevant training document or certificate, if any.
Save the record.
The uploaded document or certificate is now saved in the employee’s record.
Reporting.
This external training will appear when you run a training matrix report in the New reports area.
Adding training in bulk
Important: These steps will create a record on multiple profiles containing the same information. If there are differences that need to be reflected, such as completion dates and scores, these can be edited individually in the employee's record, or you may wish to use the steps above.
Open the Add training feature.
From the left navigation menu, click Employees > Manage.
Click the actions icon (...) and select Add training.
Select the groups to add training to.
From the sidebar, click on the dropdown menu for Add training to and select the desired group:
All employees in the company.
Site.
Employee group.
Department of team.
Employee (same process as above).
Add training history details.
Add new training information:
The course title, course code if applicable, and add a description.
Certified professional development minutes if applicable.
Start date.
Completed date.
Expiry date.
Grade.
Provider.
Description.
Upload the relevant training document, if any.
Save the record.
The uploaded document or certificate is now saved in the employees' records.
Reporting.
This external training will appear when you run a training matrix report in the New reports area.
