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-hand navigation menu, click Employees > Manage.
Click View (pink eye button).
Access Career & Training
Select Career & training.
Scroll down to Training and click Add.
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, 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 reflect such as completion dates and scores, these can be edited individually via the employee's record, or you may wish to use the steps above.
Open the Add Training feature
From the left-hand 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 as before:
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 employee records.
Reporting
This external training will appear when you run a training matrix report in the New Reports area.
