As an admin, you can manage the employees' training records. Employees or managers need to get in touch with you to request training.
Add training to an employee's record
To add training to an employee's record, follow the steps below:
Click Access Button
then click Employee.
Click the relevant employee then click the Logbook tab.
From the Show drop-down menu, select Training.
Click the plus + icon then, from the Training drop-down menu, select the relevant type.
Enter a description then, from the Importance drop-down menu, select Mandatory or Optional as required.
From the Status drop-down menu, select the relevant option.
To present the employee's progress, under Progress, drag the progress
icon to the relevant position.
Enter a start, end and expiration date then enter the provider, cost and notes.
Upload any relevant files then click Save.
Now, you can see this new training record in the Training Matrix. To check this out, in PeopleHR, click Training.
Create automatic task alerts to remind you when a training event is near the expiry date.
Add new training courses
To add a new training course so you can enter a training need for an employee, follow the steps below:
Click Access Button
Click Settings then click Logbook.
Under Screen Name, click Training then click the pencil icon next to Training.
In the Items field, enter the name of the training then press Enter on your keyboard.
Click Add then click Save.
📌Note: Although you are unable to directly print information from the logbook, you can build a query report on this, export and print from there.
To make the Training dropdown mandatory, select Is Mandatory?. To make the Training dropdown visible to admins only, select Is Private?.
To make this information visible on the employee logbook overview screen, select Show in List.
📌Note: Although you are unable to directly print information from the logbook, you can build a query report on this, export and print from there.