Training details

Within the Training details section, you have the ability to both review and modify all pertinent information regarding the training. Here, you can input essential details, including:

• The Code assigned to the training
• A Description of its content and objectives
• Information regarding its Cost and subsidized cost
• The Competencies it aims to develop
• Categorization into relevant Training Categories

Add training categories

1. On your sidebar, go to Training
2. Click on Categories
3. Click on + Add category
4. Add the name of the category
5. Click on Save category

By clicking the (…) button located in the upper right corner you can:

• Export the list view as a CSV or Excel file
• Edit the columns

 

 

 

Add new competencies

1. On your sidebar, go to Settings
2. Scroll down to People and click on Competencies
3. Click on Add competency

Learn more about competencies

 

 

 

General files

In the General files section, you can add general training documents. Here are some examples of files you may want to add: budgets, user Guides, general exercises, syllabus and activities.

1. Click on + Add files
2. Add a Title
3. Upload the Document
4. Choose if Mark this file as public
5. Click on Save training file

Training sessions

How to create a session

1. Open a training of your choice
2. At the bottom of your Training details page click +Add session
3. A new modal will open where you can add:
   • Name of the session
   • Modality (Online, presential or mixed)
   • Link or Location
   • Duration
4. Decide whether the session will be Subsidized
5. Opt to assign a day and time for the session if necessary
6. Choose whether to assign an expiration date
7. Click on Save session

Session files

1. Open a session of your choice
2. Go to Session files
3. Click on Add files
4. Add a Title
5. Upload the file
6. Choose if Mark this file as public
7. Click on Save session file

To assign employees to a session

1. Head to a session of your choice
2. Go to Assigned employees tab
3. Click on on Add employee
4. Add the employees
5. Click on Assign employees to this session

Session reminders

With automatic reminders, assigned employees will receive notifications automatically to remind them about the training session beforehand.

1. Head to a session of your choice
2. Go to Reminders
3. Click on + Add reminder
4. Add the information
5. Click on Confirm

How to delete a training

1. On your sidebar click on Training
2. Select a training of your choice
3. Click the three dots icon
4. Select Delete