Payment types define how you pay for training, such as company card or cash.
You can also control approvals, notifications, and tasks linked to each payment type.
Add a payment type
Click your name in the top right.
Click Settings.
Click Employee data, then Training.
Under Payment types, click Add payment type.
Enter a title for the payment type.
Select the approval type required.
Add an email notification recipient if needed.
Add a task and deadline if required.
Choose whether to make Costs mandatory.
Click Add.
How approvals and notifications work
Training added by an employee follows the approval process you set
Training added by an admin or manager skips approval and saves straight away
Email notifications based on approval only trigger when approval runs
'No approval' means no approval email sends
Manage payment types
Click the pencil icon to edit a payment type
Click the trash can icon to delete a payment type
Return to Set up training