eymanage: Managing training courses

eymanage: Managing training courses

Staff can be assigned training courses in their staff profiles. This is different from scheduling their training as a session. Adding a training course is a way of keeping track of what courses they have completed, and which are to-do. Before you can add a training course, you have to create them in settings.

Creating a training course
  1. In the top right, click on  > Global Settings.
  2. Click on HR in the sidebar.
  3. Go to Roles/Q&T > Training Courses
  4. Click the  icon in the top right to add a new training course.
  5. Type in the Name of the training course.
  6. Type in how long the training course is Valid For in Years and Months, if necessary.
  7. Click Save.
Adding training courses to job titles
A staff member’s job title determines which training courses they can take. Before a staff member can be assigned a training course, the course must first be added to their job title.
  1. In the top right, click on  > Global Settings.
  2. Click on HR in the sidebar.
  3. Go to Roles/Q&T > Job Titles
  4. Click on the  icon next to the job title you want to add a training course to.
  5. Click on the  button next to the Training Courses sections.
  6. Choose a Training Course from the drop-down menu, and its Level.
  7. Check the box next to Mandatory if you want this course to be a requirement for the job title.
  8. Click Save.
Adding a training course to a staff member
  1. Click on Staff in the sidebar. 
  2. Click on a staff member’s name to bring up their profile.
  3. Click on Qualifications/Trainings in the sidebar.
  4. Click on the  icon in the top right of the Training Courses tab.
  5. Select the Name of the training course from the drop-down menu. Which choices appear in the list depends on the staff member’s job title.
  6. Choose the Status of the training course from the list: Enrolled, In Progress, or Completed.
  7. Select and Enrolled/Completion Date. This will either be the date the staff member enrolled in the course, or the date it was completed, depending on the Status.
  8. Choose an Expiry Date for completing the course, if applicable.
  9. Click Save.

    • Related Articles

    • eymanage: Managing training entitlement

      Training entitlement works slightly differently from holiday or sickness entitlement. To begin with, training is not considered an absence, it is booked within session scheduling. Remaining training entitlement also isn’t recorded on the ...
    • eymanage: Managing qualifications

      As with training courses, you can add qualifications to a staff profile to keep track of which qualifications a staff member currently has, and which they are working towards. Creating a qualification In the top right, click on > Global Settings. ...
    • eymanage: Event, document, and training reminders

      When setting up events, documents, and training, you have the option to turn on Notifications/Reminders, which will give you a notification when events or expiry dates are approaching. For Events and Documents When creating an event or document type, ...
    • eymanage & eylog: Filling out the staff profile

      Most of the fields in the staff profile function primarily as reference. However, there are several fields in the Profile tab that have system functionality. On eymanage, checking Create eylog Profile for a staff member will copy over their profile ...
    • eymanage: Updating HR settings

      On eymanage, you can keep track of how many holidays and sick days have been used by staff members, and how many remain. To this end, we recommend updating the HR settings to suit your needs. To find your HR settings: In the top right, click on > ...