From your account you can effectively manage your employee training: track progress, review/edit past training sessions, and get automatic notifications.  

To View Past Training Sessions and Track Progress for Employees you Manage:

1. From Services, click on Training Records. You’ll see a summary of all training.

2. Filter by topic, trainee or due date.

3. Click on the training session required and from here you can download a PDF or edit at any time, including the ability to schedule a repeat training session if required.

You can Also View From Your Employee Record:

1. Click on the training tab to see a list of training sessions you’ve received and a list of training sessions you’ve recorded against other employees, with a summary at the top of the page.

2. Select the training session required and click view to see the notes.

3. Download a PDF or edit if required.

How do I Update an Existing Staff Training Record for an Employee?


To update an existing staff training record, go to the employee's profile and find the training record you want to modify in the Training Records section. Click on the Edit icon next to the relevant record, make the necessary changes (such as dates or details), and save the updated record. We’ll notify the employee that there’s been an update.

How Will I Know When Future Training is Due?

Automatic reminders make it simple to stay organised with upcoming training. When scheduling future training or marking training to be repeated, add all the details to the training record card. Once this has been saved, we’ll notify the relevant people. You can also run a report to see details of trainees and topics, and filter by employees and date range. 


Can I Track Ongoing Training or Certifications?


Yes, once you’ve recorded and saved the details you can track ongoing training and certifications via the Training Records section. You can also run a downloadable report to call up training details, which can be filtered by date range and employees.