In this article, you will learn how to:

  • Log Training Records for your employees

How to Log Training Records on Bizimply

  1. Click into the 'Employees' tab in the navigation bar

  2. Click into the relevant employee profile

  3. Click into the 'Training' tab

  4. Select the blue '+ Training Record' button

5. Select a training type from the drop down

6. Fill in the description in the 'Comment' box and upload a file if necessary

7. Enter in the 'Due Date' field

8. Enter in the 'Completion Date' field if necessary

9. Click the blue save button at the bottom left of screen

Frequencies for trainings are set by Account Admins when they create training types in Settings. A training that is due for renewal will appear in the Training tab of the employee's profile as well as in the Training Due widget on the dashboard a certain number of days before it is due as shown in image below. The number of days is selected by Account Admins in Settings from the following options: 7 days, 14 days, 30 days, 60 days and 90 days.

Related Articles:
What information can be found in the Training Due Widget

Adding new employee Training Types
Training Report

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