In this article you will learn: 

  • How to add new types of Employee Training 

  • How to edit and deactivate existing types of Employee Training 

  • How to apply frequency to Employee Training 

Note: You will need account administrator access to configure these settings

Adding new Employee Training Types

  1. Click on 'Settings' in the top-right dropdown menu

  2. On the left side of the screen, click on 'Employees'

  3. Click on 'Employee Training'

  4. To add a new Training Type, click on the blue '+Training Type' button

5. You can then add a title and description for the training,

6. Add a frequency (One time or Renewing)

7. Add this training automatically to ever new starter? If you have answered yes you can assign hw much time does the new starter to complete the training

8. Click on the blue 'Save' button

 Editing Employee Training Types

  1. If you want to edit or delete an existing Training Type, click on the title of that training record 

  2. Use the orange 'Edit' button to edit a Training Type 

  3. Click 'Deactivate' to deactivate a Training Type 

A list of deactivated training types can be found by clicking on the 'Inactive' tab

Related Articles:
Deleting Employee Training Types

Logging Training Records on an Employee Profile

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