Create a training

In this article you can create a training for your training tracker. Find out how!

TABLE OF CONTENTS

• General Information
• Content
• Timeline and location
• Completion
• Visibility

• Go to Training Tracker > My trainings 
• Click ADD TRAINING

General Information

Fill in the information needed:

• Training title (mandatory)
• Description
• Training duration in hours, days, weeks or months
• Select a category (mandatory): Search for a suitable category or click (+) New category to create a new suitable category
• Supervisor approval: Check the box, if you want a supervisor to review and approve the employee's enrollment beforehand
• Cost: If needed, specify if the course is paid or free or not determined
  • If it is a paid course: Enter the training price and the currency
• Click NEXT

Content

Fill in the information needed:

• Enter the URL (mandatory confirm): Give the URL, where the training is hosted or documented
• Instructions: Give clear instructions on the steps participants need to fulfill
• Choose a file: Attach documents in any file format (docx, pdf, ppt. etc.) to store them
  • If the upload was successful you will see a green check mark left of the file. If you want to delete an attachment, click the trash bin-icon.
• Click NEXT

Timeline and location

• Define the training timeline: 
  • Fixed period: Select the start and end date
  • Countdown period: Select the number of days or month after which the training will end. 
  • Indefinite: This training doesn't have an end date

• Location: 
  • Online: This training solely takes place online.
  • Hybrid: This training will happen partly online and partly at a physical location. Give the location's address for everyone to find.
  • In presence: This training will be offline at a specific location. Give the location's address for everyone to find. 

• Click NEXT

Completion

☐ Define if this training needs a certificate.

☐ Check this box, when employees must attach the certificate.

☐ Check this box, when the certificate has an expiry date. Give the number of months or years            after which the certificate expires.

Visibility

• Toggle on the switch when you want to make this training visible to every employee
• Toggle off the switch and select:
  • specific groups of people, e.g. one of your companies
  • specific employees by entering their names in the the search field. Click the little x next to their name to unselect employees.

• Click LAUNCH