Contents - Index

Schedule a Training Course

If an employee is going to take a training course, or the employee has completed a course and needs to be evaluated, schedule the training course for the employee. The Training Manager, as well as HR Staff, can schedule training courses.

1. In the person's record, click Training Courses in the side menu to jump to the "Training Courses" section of the record. 

2. Click Schedule Course. 

3. Select the Course Name from the first menu. 

4. The available classes for that course will display in the second menu. Select the Course to schedule for the employee. 

5. Select the Request Date, the date the employee was requested to attend the course (today's date is entered by default).

6. Select the person or group who Requested that the employee take the training course.

7. Enter any Notes about the course request or scheduling.

8. Select whether the course is a Retraining for the employee.

9. Select whether the employee has Completed the course.

10. If the employee has been evaluated for the course, select the Evaluation result.

11. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. The scheduled training course appears on the person's record. 

Troubleshooting 

An error message appears when Confirm is clicked. 

Make certain that all fields have been completed. Required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to schedule the training course after all, click Return (do not save changes). 

The correct training course is not available for selection. 

The training course must be added to the system by a Training Manager or HR Manager (see Add a Training Course). At least one class must be scheduled for the training course as well (see Schedule a Course).

The requestor is not available for selection. 

The requestor must be added to the system by a Training Manager or HR Manager (see Add Requestors of a Training Course).

The correct evaluation is not available for selection. 

The evaluation must be added to the system by a Training Manager or HR Manager (see Add an Evaluation of a Training Course).