Training — User Guide

Module: HR Profile
Audience: HR managers, L&D coordinators, department managers
Version: 1.0.0
Last updated: 2026-07-22

Overview

Training helps you build assessments, group them into programs, assign them to roles or individuals, and track scores.

The feature has three tabs under HR Profile → Training:

Conceptual flow:

Training Library (questions + points)
        ↓ included in
Training Program (pass score + assignment)
        ↓ staff complete via
Participate link / HR record Training tab
        ↓ recorded in
Training Results

Prerequisites

View own: You see programs and results for staff you manage. If you manage no one, lists may be empty — ask HR for global View access.

Note: Row-level Delete links on library and program tables may require Job Descriptions → Delete permission in addition to Training delete. Use Bulk actions if you have Training delete only.

Step-by-step: Create a training library item

1. Go to HR Profile → Training.
2. Open the Training Libraries tab.
3. Click Add.
4. Complete the form:
   • Training type — category (configure under HR Profile → Settings → Type of training if needed).
   • Name — title staff will see.
   • Description — instructions shown before questions (rich text).
5. Click Submit.

Expected result: The question builder appears on the right.

Add questions

1. Click Insert Field → Checkbox (multiple-choice style).
2. Enter the question text.
3. Set points for a fully correct answer.
4. Tick Required if the question must be answered.
5. Add answer options; mark the correct option(s) using the checkbox in the builder.
6. Use Preview (eye icon) to open the staff-facing view in a new tab.

Repeat for each question. Changes save as you edit fields.

Step-by-step: Create a training program

1. Open the Training Programs tab.
2. Click Add.
3. In the modal, complete:

4. Choose how staff are targeted:

Option A — By job position (default)

• Leave Additional training unchecked.
• Select Department(s) to narrow the job position list (optional).
• Select Position(s) apply — staff with these job positions are in scope for reporting.
• Programs do not automatically email every staff member; assignment often happens during onboarding or when staff open links from their HR record.

Option B — Additional training (specific staff)

• Check Additional training.
• Select Staff and optional Time to start / Time to end.
• Selected staff receive an in-app notification with a link to their HR profile Training section.

5. Click Submit.

Step-by-step: Staff complete training

1. Staff open the assessment link (from notification, HR record Training tab, or preview URL).
2. They read the description and answer each question.
3. They click Submit.
4. They are redirected to their HR profile with a success message.

Scores are calculated automatically: each question awards its point value only when all correct options are selected.

Step-by-step: Review results

Program summary

1. Training Programs tab → click a program name.
2. Review program details, attachments, and the results table.
3. Compare each staff member's total points against the minimum point.
4. Expand rows to open individual library attempts.

All submissions

1. Open the Training Results tab.
2. Filter by Staff, Training library, and/or Training program (optional).
3. Click View on a row to see that attempt's answers.

Managers with View own only see results for staff they manage.

Training types (categories)

1. Go to HR Profile → Settings.
2. Open Type of training.
3. Add, edit, or remove categories used in library and program dropdowns.

Requires HR Settings permissions, not Training permissions alone.

Integration with onboarding

When adding someone to Receiving staff (onboarding), you can select a training program. The system:

• Creates a training allocation on the employee's record
• May send email with links to complete library items
• Shows progress in the onboarding sidebar and on the member Training tab

Onboarding completion percentage includes training when a program is assigned.

Best practices

1. Build library items first, then bundle them into programs.
2. Set realistic minimum points — sum the maximum points available across included library items.
3. Mark correct answers carefully in the question builder; scoring is all-or-nothing per question.
4. Use Additional training for one-off assignments with a clear date window.
5. Use position-based programs for role-standard curricula; pair with onboarding for new hires.
6. Preview every library item before assigning it.

Troubleshooting

Related features

• Job Descriptions — job positions used for program targeting
• Receiving staff (Onboarding) — assigns programs to new hires
• HR Records — member Training tab shows assigned programs and progress