Summary
Once your Training Programs and Training Categories have been configured, you can begin creating your Employee Training Records.
Step 1: Navigate to the Training tab and click New.
Step 2: If you created Employee Training Categories, choose one from the Employees field and hit continue.
Step 3: Populate the employee record as needed. Within each Training Program section, you can:
- Set training requirements for the employee.
- Log training completion dates.
- Automatically calculate retraining dates based on the defined review frequency.
Step 4: Scroll down to the Test section. Mark whether training is required with 'yes' or 'no'.
Step 5: Click Save once finished.