Introduction
In this section you can create a library of training modules and programmes that can be set and assigned by employee types.
Assumption
You have the permission set to access this area
Job titles have been added in Outlet > Set Up > Employment > Job Titles
Where to find this
Head Office > Employment > Training
Step by Step Guide
From the Training dashboard you can add Training Modules and Training Programmes.
To add a Training Module click on the +Add button in the Training Module area. Enter the Training Module name, Report Name, Type (who the module relates to), and Frequency. Then click the box next to which Job Title (you can choose more than 1) the module relates to, then click on the Add Module button.
The module will then be displayed on the dashboard in the Training Modules section.
To add a Training Programme (which is linked to a training module), go to Training Programmes and click on the +Add button. Choose the Training Module the programme relates to from the dropdown, and add the date. Add the Programme Name, Start Time and Location. Choose the relevant Job Title and click on the ADD PROGRAMME button. This will now show on the dashboard.
On the right hand side of the dashboard you will see 3 icons at the end of each programme line:
The person icon - click on this to see who has been invited to the programme and to invite others.
The people listed are those that have been invited, along with their response. To invite others click on the links Employees, Manager or Head Office, place a tick against the required person and click on the Invite button at the bottom of the page. An email will be sent to the person advising them advising them of the invite and asking them to confirm or decline the invite. To update their response click on their name and enter a date in the Accepted or Declined box, add any notes, then click on Update. You can also add that they did not attend in this area.
Note, if you click on the Employees link the employees are listed by the Outlet they are assigned to.
The paperclip icon - click on this to add the supporting training programme document name and file, then click on the Upload button.
X - Clicking on the X gives you the option to delete the training programme.