Training Details displays records of any training undertaken or booked for an employee at the company. In breathe you can allow your employees to either book their own training or go through a requesting process for training.
As a HR User, you will need to approve any training requests made by employees unless you have ticked the setting to allow employees to bypass the training request process and enter their own training. This setting is found under Settings>Permissions & Approvals>Approval Settings:
For training that goes through the requesting process, all HR users will receive an email. However, only one HR needs to approve the request . If you have allowed your line managers to manage their employees training, they will receive the notification email instead.
To approve a training request, you can do this from your dashboard by pressing the icon, you will be directed to the training form. From this form you can change the status to a range of options including booked, approved and rejected. Simply update the status and it will be displayed on the main training page and let the employee know via email.
From the training tab in the navigator, you can view all of an employees previous and upcoming training.
To add documentation to a training record, use the icon to go into the summary:
As the person managing training for employees, you can also training directly for an employee. You will also notice that you can enter an expiry date and a reminder date. HR users will receive an email notification on the reminder date to advise that the training is due to expire. Click here to learn more about email notifications in breatheHR.
If you need to edit or add more information to a record or delete a record you can do this from the employee training page.
Who can add training records?
- HR users can add training records for all employees
- Line managers may be able to add training records for their employees. However this is dependent on the line managers permissions you have set up for them.
- By default, employees can request their own training. However under the settings> permissions and approvals> approval settings> you can allow employees to directly enter their own training records. This will then by pass the approval process.
Where will the training appear?
Any training records will appear on the company calendar in purple:
Did you know that you can also bulk assign training courses? Click here to learn more.
You can also run a training report for the entire company. Click here
You can create your own training providers/ categories. Click here to learn how