Add a Training Record for a User

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

Desktop Only

  1. In the left side menu, select People > Manage People.
  2. Find the user tile for the individual and click the 3-dot-png-1 menu > View.

  3. Navigate to the Training Records tab and select Add New.

    Worker Record - Training Records
  4. Enter the training name, training type, applicable dates, and any comments or notes.

    Training Details
    1. (Optional) Upload any supporting documentation against the training record.
    2. (Optional) Set 30 day training expiry reminder?
      This will initiate notification to remind Business Administrators and the applicable user when this training is expiring.
  5. Click Save.

What's Next?