Training records is a useful place to retain worker training records such as licenses, tickets, qualifications, certificates or informal training. You can also set training records to have an expiry date and send you a reminder 30 days prior.
Before you start
- You will need to have Added a New Worker
Desktop Only
- In the left side menu, select People > Manage People.
- Find the user tile for the individual and click the
menu > View.
- Navigate to the Training Records tab and select Add New.
- Enter the training name, training type, applicable dates, and any comments or notes.
- (Optional) Upload any supporting documentation against the training record.
- (Optional) Set 30 day training expiry reminder?
This will initiate notification to remind Business Administrators and the applicable user when this training is expiring.
- Click Save.