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Training as part of Performance Management

We've updated Training records on Bizimply so they are visible in the Performance Hub. Making it easier to see completed, overdue and future renewal dates for Training types, as well as allowing for notification emails when Training are due.

In this article you will learn

How to Set up Notifications for Training

How to View Trainings in the Performance Hub

How to Assign Trainings in the Performance Hub

How to Set up Notifications for Training

Please note: you must be an admin to manage these Settings.

  1. Login to Bizimply

  2. Click on your name/email in the top right-hand corner, and select 'Settings' from the dropdown menu

  3. Click on Performance Management on the left-hand side, and click into Performance Hub Notification Settings

  4. Here you will have a list of each type of notification you can receive, of which the bottom section is for Training

  5. Choose here by ticking or unticking the boxes if you would like the assigned Manager and/or Employee to receive a notfication email when a Training is assigned, or when there is an Upcoming Training. Upcoming Trainings will be notified 7 days in advance.

  6. Click "Save Settings" when you are happy with your selections.

How to View Trainings in the Performance Hub

  1. Login to Bizimply

  2. Click on the Performance feature at the top of the page

  3. Click on the Training tab

  4. You will be presented with Insight Signals at the top of the page which need attention

  5. You can also Search bar to find a specific Location or Employee, or use the filters for dates, Location, Training or Training Record status.

  6. If you click on the down arrow to the right of a location, you can view all Employees in the Location, their Position, their Line Manager, and how many Trainings they have Overdue or Assigned to complete.

  7. Click into the down arrow again to the right of the employee name to get details on the Training type and when they were due, or are set to be completed

How to Assign Trainings in the Performance Hub

There are two options for assigning Training through the Performance Hub

  • Assigning to an individual Employee

  • Assigning in Bulk

To Assign to an Individual Employee:

  1. Scroll down or search till you see the profile of the employee in the Performance Hub that you wish to assign training to

  2. To the right of the employee name, you will see 3 dots appear. Click on this

  3. A menu will appear which will provide you with 3 options, click on "Assign Training"

  4. A pop will appear which will ask for the Training Type and Due date.

    PLEASE NOTE: This is just for assigning a Training to be completed in the future.

  5. After you're happy with your selections, click "Save"

To Assign Training in Bulk

  1. In the Performance Management Hub, you should click through to the Training tab at the top of the hub page.

  2. Select a Location to expand it, until you can see the employee profiles

  3. Like the Employee table, you can select the employees you wish to assign Training to using the checkboxes to the left of their names

  4. Click on the Actions button just above the employee list, and a menu will show you "Assign Training". Click on this.

5. A pop-up will ask you to provide the Training Type and Due Date for the Training. PLEASE NOTE: This is just for assigning Trainings to be completed in the future

6. Once you're happy with your selectsion, click "Save".

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