Add new training

How to add training for yourself or another employee, as well as attend existing training events.

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

When training is required for an employee, or you believe there is training you require yourself, you can add this training. You can also choose to attend an existing training event.

How to add new training

  1. Click on your name on the top right, then click My profile.

    If you're adding training for someone else, go to their profile.

  2. On the profile menu click Training.

  3. Click Add training.

    If you add training for someone else, you can select just that person or multiple employees.

  4. Enter a title for the training, and if necessary enter a description.

  5. Select a Training type.

  6. Select a Payment type.

    📎NOTE: If there is no payment type to select, an admin must link the training type to a payment type.

  7. Enter a cost.

  8. Select whether the training date will be a single day or multiple days, then enter the relevant dates.

  9. If required, enable an expiry date for this training.

    If you enable this you can choose a specific date, e.g. 3/2/2023, or after a certain period e.g. one year after the training date.

    📎NOTE: If you set a date, it can only be after the training date.

  10. If relevant, add an attachment, Click Choose file, browse to the file then click Open.

  11. If required, select Require attachment when completing this training.

  12. If you are adding training for someone else, you can select to notify the employee by email.

  13. Click Save.

    Depending on settings, a manager may need to approve this training.

Once added, under Training there is three tabs:

  • Awaiting approval

  • Upcoming

  • Completed

Once a manager approves training, it moves to the Upcoming tab.

📌TIP: To view the changelog, which lists any changes made to the training, click on the eye icon 👁 . To edit the training, click on the rubbish bin icon.

How to attend a training event

On this page, you can also choose to attend an upcoming training event.

If you want to attend simply click I'm going. If you change your mind or can no longer go, click Cancel.

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