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How do I add training that was completed externally?

Adding training details to an employee record

Written by Cipher

You can record training completed by employees from other providers in their records. This ensures you have a complete training history for each employee.

Steps to Add External Training

  1. Navigate to the Employee’s Record

    • Click Dashboard > Employees > Manage

    • Click View (pink eye button)

  2. Access Career & Training

    • Select Career & training

    • Scroll down to Training and click Add

  3. Add training history details

    • Add new training options by clicking the + 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

  4. Save the Record

    • The uploaded document or certificate is now saved in the employee’s record

  5. Reporting

    • This external training will appear when you run a training matrix report in the New Reports area

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