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.
Type a description then, from the Importance drop-down menu, select Mandatory or Optional.
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.
Type a start, end and expiration date, then type 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, click Training in PeopleHR.
Create automatic task alerts to remind you when a training event is near the expiry date.
📌Note: Training task reminders appear in the recap emails, such as the Daily Admin Recap, Weekly Manager Recap and Weekly Employee Recap. PeopleHR doesn't send a separate email for each task.
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, type the name of the training then press Enter on your keyboard.
Click Add then click Save.
📌Note: You can't print directly from a logbook, but you can build a query report, then export and print it.
In the Training field settings, you can also select:
Is Mandatory?: Makes the Training drop-down mandatory.
Is Private?: Makes the Training drop-down visible to admins only.
Show in List: Shows this information on the employee logbook overview screen.