Set up training

Assign training administrators, create training types, and create payment types in preparation for adding training for employees.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

For employees to succeed and get the most out of their ability, training is important. In Sage HR you can add what training an employee needs, or even allow employees to add themselves what training they need.

Before you can do this you need to configure your training settings.

  1. Logged in as an admin or training administrator, click on your name on the top right, then click Settings.

  2. On the settings menu, click Employee data, then click Training.

Add payment types

Payment types are the different ways training is paid by. For example, by company credit card or cash etc.

📎NOTE: Make sure to set up your payment types before you set up your training types.

Add Training types

Training types help you to categorise what kind of training it is that an employee needs. An example of a training type could be an online course, or onsite training by an expert etc.

Training administrators

You can assign employees the permissions role of training administrators to access Training and Training events. They can manage all aspects related to training.

Allow employees to add or edit training

For employees to be able to view and add training for themselves, they need to be assigned to a permissions role with the following permissions configured to Myself.

  • View trainings

  • Add trainings

📌TIP: If you're fine with all employees being able to do this, configure the permissions of the 'Employee' role.

Return to Set up Core HR

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