What is the Difference Between Role-Based and 'Other' Training?

To load role-based training, click on Customer Admin / Training, firstly you will need to load your Qualifications (as you link each training course to a qualification), then you can load your training courses. Click on Customer Admin / Training / Courses to start loading your training courses. Note that in order for employees to have access to the assigned training, you need to ensure that their associated Role and Branch has been assigned to the course. Click here if you want to learn more about setting up your role-based training courses in Engage. 

If the training course at hand did not quite fit against a specific role, you can also explore the concept of Secondary Training Courses in Engage. Click here to learn more. 

With Role-Based Training, you can also bulk-mark employees who complete the course at once. To learn more about how to do this, please click here. 

'Other' training are individual training records that you can load against each employee. These are any trainings unique to an employee that falls outside of their role requirements. This may include things like a university degree, an online course that was completed, or a certificate that was obtained prior to starting at your company. Click here to learn more about how to set up 'Other' Training. 

If an employee changes role within a company after previously completing a specific role-based training, historical training records will automatically move to their 'Other' training section. 

If you have any further queries about Role-Based or 'Other' training, or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.