Training Courses

Training courses can be added to Engage to be able to capture previous training information, as well as keep track of upcoming training for your employees. 

Before setting up a Training Course, you will first need to set up your Qualifications. Qualifications are anything that an employee could receive out of completing the training at hand. This could include a particular licence or credits. 

If there are no formal qualifications to be gained from completing the course, you can create a generic qualification with putting 'N/A' as the detail. To add new Qualifications, simply click on Customer Admin / Training / Qualifications, click on Add New, and fill in the mandatory fields. 

You will also need to set up your preferred Training/Course Providers if applicable. To learn more about this, please click here. 

To create a new Training Course, click on Customer Admin / Training / Courses / "New Training Course".

Fill out the form, note that boxes with a red asterisk are compulsory fields.

To get the training to show on a particular employee's profile, please ensure that their corresponding Role and Branch has been included in the allocation. 

When filling in the Training form, you have the option to make the course a Master Course. By ticking this button, you will have the option to add sub-courses by filling in the fields that show. There are no limits to how many sub-courses you can add, and each sub-course can have its own renewal period. 

Once a training course has been created, you can view, edit, copy, delete, or resend alerts at a later stage as required. 

Those that have been assigned to the Training Course will receive an alert when they next log in to Engage, as well as an email notification. 

You can also manually prompt notifications to those that have the training marked as Mandatory by clicking on Customer Admin / Training / Courses, and clicking Resend Alerts next to the course.

Engage will send reminder emails to the employee who's training is expiring, as well as their manager, 4 weeks prior to when the training course is due to expire. 

To view training course information about an employee, pop to Employees on the side bar and 'View' the employee's profile. If the employee's Role and Branch has been included on the training allocation, you will be able to see this on the listing screen under 'Role Based Training Courses'. Employees can also view their own training records, but please note only those with Admin authorities over the specific employee has the ability to make amendments to this page, including adding/editing training data. 

Once an employee has completed their required training, you can click on the 'Add New Training' button to the right hand side of the training line, and then fill in the pop up form that appears. The Completed Date will automatically pick up the renewal period that has been allocated to that training course once saved.  

If you want to see historical data about a training course, you can click on the plus (+) button on the left hand side to expand the data about that particular course. 

All training information can be pulled together in a variety of different reports as required. The training information that you see on these reports will depend on your authorities given. 

Engage also partners with various external course providers, which allows employees to access online training courses through the Engage application and results are automatically saved. These will need to be edited and assigned to the relevant Roles and Branches after they are brought across from the partner site into Engage via automated API. If you need your course pulled over to Engage ASAP - please email us at support@engagesolutions.co.nz and we will by happy to help you out. 

Employees have the ability to complete this training via the web by clicking on Employees / "View" next to their profile, and popping to the Training tab. They can then click on Go To Course to be taken directly to the 3rd party site to complete their training. Once they have completed the course, they can click Return to Engage Solutions to have their score pulled through automatically. 

Alternatively, employees can complete their training on the go by clicking on the Training button on their Engage app, finding the relevant course, and then clicking on GO TO COURSE. The results will pull through into their Engage profile once they click on the Return to Engage button at the end of their training. 

    

If the results do not pull through straight away, such as in instances where the internet connection is not secure, you can View the relevant training course and click on the Refresh Results button to re-run the training completion function and pull through the data from the third party. 

If you no longer need a particular training course, you have the ability to make them Inactive. To do this, pop to Customer Admin / Training / Courses, and click "Edit" next to the relevant course. You can then change the status of the course to Inactive to remove the course from employee's profiles. 

To re-activate a course at a later stage, you can click on 'Show Inactive Courses' to include these in the list of your training courses, then you can "Edit" and change the status back to active to get it to re-appear. 

If you have any further queries about Engage or Training Courses, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.