Adding New Training Templates

To add a new a new training template follow these steps:

Adding a new Role Required Training template

Step 1

From the site inbox at your site (or your parent site if multi-sited), click the 'Switch to Manage Mode' button

Step 2

Click 'All Employees' on the manage sidebar.

Step 3

Click 'Role Requirements' (top right)

Step 4

Hit the '+New' button at the top right

NOTE - if you have multiple sites, please add the templates at your highest access level to ensure they are available to all sites beneath. This would normally be your client parent level.

Step 5

Select 'Role required training'

Step 6

Title - Enter the training name e.g. 'Sickness Absence Policy'.

Step 7

Severity - Specify the severity of the training. Any tasks generated for this training will inherit this severity. By default, site inboxes are arranged with the most severe tasks at the top. (By default, employee related requirements are set to Minor)

Step 8

Roles - Select the roles you would like this training to apply to

(Leave blank if you would prefer to add this training to employee records manually)

Also select the confirmation checkbox in yellow

Step 9

Submit interval - How often the training should be revised, e.g., every year. (or leave as none if you don't need to revise it on a set schedule)

Lead time - Set when the to-do task will be created to notify you.

Step 10

Task Title - should fill in by default - we recommend leaving this.

Task message - Add a custom message if you want that will show when the task is due, otherwise leave blank.

Step 11

Click 'Save role required training' at the bottom

This new training template will now be automatically added to employees of the selected roles. Tasks will start to be generated for managers to upload the training for every employee with the roles you selected.

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