Allocating Training Courses to a Role / Branch

Before creating training courses, ensure that you have set up the relevant qualifications.

To learn more about setting up qualifications, please click here.

Set up your training course by clicking on Customer Admin / Training / Courses / 'New Training Course'. 

When filling in the training course form, you have the ability to assign to all / specific roles, as well as all / specific branches for your company. These can either be mandatory or non-mandatory as required. 

A drop-down list will show you the entered roles and companies put into Engage. You have the ability to edit the roles and branches assigned at a later stage by clicking the 'Edit' button next to the training course as required. 

To get the training course to show on an employee's bio, you need to ensure that their associated role and branch have been included in the training course allocation. 

If their role or branch is not included, it will not show on their Training listing screen on their employee bio. 

If an employee changes roles or branches within the company, they will see the associated training assigned to their new role/branch. Any previously completed training will be moved to their 'other' training section. 

An exception to this is giving an employee a Secondary Training role. To learn more about Secondary Training Roles, please click here. 

To learn more about Training Courses overall, please click here. 

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