To add Training to an employees record, follow the steps below:

  1. Access the employees record and click on the 'Logbook'
  2. From the dropdown list on the right, click on 'Training', then hit the '+' icon on the left
  3. Enter the 'Training' and 'Description' as mandatory
  4. Choose the importance, select the status and add in the start and end dates
  5. Add an expiry date for the training if applicable
  6. Enter the provider, cost and any notes as required
  7. Click on 'Save' to then add the training to the employees record. This will then be visible in the 'Training matrix' on the left hand side


Customer Services Team

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