Training

Training lists the courses and sessions for your team. Owners and admins add courses and keep track of who is enrolled. Employees can enrol themselves.

Who can do this

• Owners and admins add, edit and remove courses, enrol people and mark them completed, outside the demo workspace.
• Other members linked to an employee record can enrol themselves, and withdraw before the course starts.

Steps

This screenshot is from the demo workspace, where adding courses and enrolling are switched off and show "Available in a later update". In your own workspace they work as described below.

Add a course

1. Open HR, then Training under Performance.
2. Click Add course.
3. Fill in the Title, and if you want the Category (optional) and Provider (optional).
4. Choose the First day and the Last day.
5. Click Add course.

Enrol people and mark completion

1. On the course's row, under Manage, click People (it shows how many are enrolled).
2. Choose an employee and click Enrol.
3. Once the course has started, click Mark completed for each person who finished it. Undo completion takes it back.
4. Click Remove next to a person to take them off the course.

Use Edit to change the course, or Remove and then Remove course to delete it.

Enrol yourself

1. Find the course in All training.
2. Under Your enrolment, click Enrol. You can enrol until the course's last day.
3. To leave, click Withdraw. You can do this until the course starts.

Common problems

• "That course has already started. Ask an owner or admin to remove you."
• "That course has ended."
• "That course has not started yet." Completion can be marked once the course has started.
• "Someone is marked as completed on it. Undo that first."

Related

• HR calendar