The Staff Training Records feature on WorkSmarter allows you to keep track of employee training, ensuring that your workforce remains skilled and compliant with industry standards. This guide will walk you through creating, managing, and updating staff training records effectively.

Log In to Your WorkSmarter Account

• Open your web browser and navigate to the WorkSmarter login page.

• Enter your username and password.

• Click on the 'Log In' button.

Access the Staff Training Records Section

• Once logged in, navigate to services.

• Locate the feature called 'Training' in the menu.

• Click on 'Train Staff' to open the training record interface.

Create a New Training Record

You can now add new training records via the training records page.

You can select the employee for whom you are recording the training, specific users, departments, or all.

Next, you can complete the training record card.

Training Summary: Enter a clear and concise title for the training session.

Details: In the text box provided, write the main content of the training and include all relevant details and information on the session.

Attachments: If needed, attach any relevant documents or files by clicking the 'Attach File' button and selecting the file from your computer.

Date of Training: Select the training and any following training dates. Reminders will be issued for due and overdue training.

Once all the required fields are completed, review the information for accuracy. Click the 'Save Record' button to save the training record.

Confirmation

After saving, a confirmation message will appear on the screen indicating that the training record has been successfully saved.

Depending on your organisation's settings, an email notification may also be sent to the employee and their line manager.

Every Employee can see details of the individual or group training they’ve received, and Managers have a neat overview of all the training they’ve recorded.

Only Managers with permission can access staff training records.

FAQs

Can I schedule training sessions for future dates?

You can record training sessions scheduled for future dates by setting the training date in the training creation form.

How do I ensure that only specific departments see the training record?

Use the 'Recipients' settings in the training creation form to select the specific users or departments that should see the training record.

What types of files can I attach to a training record?

You can attach various file types such as PDFs, Word documents, Excel spreadsheets, and images.