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How do I add training that was completed externally?

Adding training details to an employee record

Written by Cipher
Updated over 2 months ago

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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