Training and Achievement

Training and Achievement allow HRIS Administrator to assign one or more training items to an employee.

Training and Achievement can be reached from the menu by expanding Employee, expanding Performance Mgmt, and clicking Training and Achievement.

Performance_-_Menu_-_04.png

If you are already viewing the employee profile, you will hover over Performance and click Training and Achievement.

Performance_-_Employee_Menu_-_04.png

The "Training and Achievement" page will show currently entered skills and their rating.

Training_-_00.png

The Actions drop-down menu allows you to:

  • Create Training Record
  • Delete Selected Record(s)

Training_-_Actions_-_00.png

Creating a Training Record

  • From the Actions drop-down menu, click Create Training

    Training_-_Actions_-_01.png

  • Select the training item and fill in any other relevant information such as when the training was achieved, if/when the training expires and will need to be re-done, etc.
    1. Training Item - Select Training Item from the list of configured training items 
      • To learn more about configuring a training item Click Here
    2. Issued/Achieved Date - the date the training item or certificate was completed
    3. Expiration Date - date the training item or achievement expires 
      • Commonly used for items such as a forklift license, renewable training, etc. 
    4. State - enter the state the training or certificate is valid or was completed 
    5. License Number - if applicable 
    6. Other Data - text box if applicable 
    7. Notes - administrator can add any pertinent notes regarding the training or achievement to this field 
    8. Allow item to expire - if a workflow is configured to the training and achievement item, the system will track the approaching expiration date and kick off the workflow as needed. 
      • This functionality can notify a manager, employee, or administrator if action needs to be taken before the expiration of a logged item. 
    9. Documentation required - use to indicate that documentation is required and is outstanding
    10. Add Record

    Training_-_01.png

  • Click Add Record when finished.
Was this article helpful?
0 out of 0 found this helpful