REQUIRED BY EMPLOYEE

How do I see what Training is Required for Each Employee?

From the Employee Detail screen, you may view the training that the employee is required to complete. These requirements may be assigned to the employee as an individual, to all employees, or to a job title or department the employee is a member of. This section also displays how each training is required.

To view required training for an employee, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Requirements > Required By".
  3. All required training will be displayed, along with the source of the requirement (job title, department, individual, or all employees).

 

Exceptions

When training requirements are assigned by job title, by department, or for all employees, you may select individual employees who are not required to complete the training. For these employees, the training will not be required, even if it is required for their job title, their department, or for all employees.

To exempt an employee from a training requirement, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Requirements > Exception".
  3. On the blank line below "Training", select the training to exempt. You may select by training title or by training number.
  4. Type in a reason.

 

Status of Required Training

You may view the status of required training filtered in a variety of ways.

The status of required training is defined as:

Status Definition
Needed Not yet completed
Scheduled Enrolled in a class but not completed
Completed Completed and not expired
Failed Completed, but an exam is required and was not passed
Expired Completed, but the expiration date has passed or there is a new revision

 

To view the status of all required training, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Status > All Required".
  3. All required training will be displayed.

 

To view only the status of training that is needed, completed, or scheduled, follow the same steps, but select to show the category you wish to see. The category "needed" includes needed, failed and expired.