When your Training Course isn't specific to Roles
Creation date: 21/5/2024 12:17 pm
Updated: 21/5/2024 12:34 pm
The typical method for assigning training to staff is to select their Role and Branch when creating your training course (and deciding whether it is mandatory or non-mandatory for those Roles). As great as it would be to have everything this clear cut, unfortunately it's not always the case. You may have situations where certain training courses are provided to a random selection of employees that is separate to their main Role within your company.
In these situations, we recommend exploring our Secondary Training Roles to allow customisation on the courses that your employees can see on their Training listing page.
To set this up, you can follow these steps:
- Create a new Role specific to the training course you are creating, such as 'First Aider', 'Nominated Health and Safety Representative', or 'Supplier Inductions'. Note that you will need to be mindful not to select these options as an employee's main role when creating a new employee. (How to create a new Role)
- Create your new training course, and set this newly created Role as the only mandatory role (if applicable) for this course. I would also recommend selecting 'All Branches' (How to create a new Training Course).
- You can then 'View' the employee profile of the person you would like to have access to this training (Employees / "View" / Training tab) and click on 'Manage Additional Training'. You can then select the newly created role from the drop-down to get the training course to appear on their profile, without affecting their main day-to-day role. Please note - you can have a maximum of 3 additional training roles per person. This will then show on the employees training listing page and is included in all training reports.
Do you have any creative ideas you would like to share? We would love to hear from you! Feel free to reach out to support@engagesolutions.co.nz to share your ideas with the Engage team.
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