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16th February 2017
Managing employee training records one at a time can be time consuming (and prone to errors), especially when there are large numbers of employees to be booked onto training courses. It is now possible to manage training records for groups of employees by using three new People Inc. training management wizards.
These wizards are designed to save the user time when managing training information and make the management of courses (and course administration) simpler and easier.
The Training Matrix (introduced February 2020) displays details of employee training and training needs and provides access to all three training wizards. This enables users to view, book and complete training from a single interactive screen. More...
The wizards consolidates the management of training into a 3-step process. These steps are: assigning a need, booking the course, and completing a course. Each wizard is dedicated to one of the steps, for example, using one of the wizards, it is possible to select a group of employees and assign a training need.
The Assign Training Need wizard is used to record training needs for a group of employees. The user selects a course and a group of employees, then specifies a target date. The wizard then creates training need entries for the employees.
Assign Training Need
The Book Training Course wizard is used to book a group of employees onto a course. The user specifies a course and a date and selects a group of employees from a list. The wizard can list just the employees who have a training need for the course. The wizard will then update the records with the course date, and change the status to ‘Booked’.
Book Training Course
The Complete Training Course wizard enables the user to select a group of employees who are booked onto a course (or those who have a training need for the course), and mark the records as ‘Completed’. It is also possible to add details of the course fees during this process..
Complete Training Course
These wizards are designed to simplify the management of training records. On any scale, the status of training can be monitored, updated and finalised. The wizards save time and make the process easier to manage.
If you would like to learn more about these Wizards, please join one of our free webinars:
To book a place on a Webinar please contact your account manager either by telephone or e-mail.
A copy of these training wizards can be downloaded from the Resources area of this website. Note that once downloaded, you are likely to need to ask your IT team to install the wizards for you. Please note that you will need to register for an account before you can access People Inc. resources. Click here to log in to the Resources area.
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