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Employee Management

The employee management tab allows you to log historical training, and evaluate employee training.

Summary Table

When you select the employee management tab, the system displays a summary list showing all registered and active users. The summary table contains the following columns:

  • Employee: This column shows the user's name, user's email, phone number, position, and status (Active ). The position and/or phone number will only appear if they were identified in the user's record.

  • Assigned By: This column indicates who assigned the training to the employee. The values can be 'Curriculum,' 'Trainer,' or 'Self-Assigned,' representing different sources of assignment.

    1. Curriculum: Signifies that the user needs the training as per the curriculum relevant to their position.

    2. Trainer: Indicates that the employee does not require the training based on the curriculum, but a trainer has marked it as required.

    3. Self-Assigned: Indicates that the employee does not require the training and has assigned it to themselves or taken it upon themselves.

  • Required: This column displays whether the employee requires the training (Yes or No). Additionally, this column allows changing the value (Yes or No) unless the training is required by the Curriculum. The employee cannot independently change whether they are required to take the training or not.

  • Trainings Status: This column shows the user's current training status in a training. The training statuses are as follows Pending, In Process, Pending Evaluation, Expired, Untrained or Trained.

  • Add Icon : To assign a user to a session, click on the icon. For more details, visit the Assign a Session Training section.

  • Employee Management Training Icon : To manage employee training session, click on the icon, For more details, visit the Employee Training Management section.

To learn how to use the search filters, please click here.

Employee Management- Summary Table

Assign a Self-Learning Training

You cannot assign training or log historical training for a user whose training status is Pending, In Process, or Pending Evaluation.

Click the "Assign Training" option, and the system will automatically assign the training to the employee.

Tip

  • The system will send an email notification to the user, informing them that a training has been assigned to them.

  • When the employee is assigned training that they do not require based on their curriculum, they will now require the training due to the trainer's assignment.

Log a Historical Training

Clicking Log a historical training will open the following fields:

  • By default, the "Completed" option will be selected. You will not be able to change the value of this field.

Tips

  • All fields with * are required to be filled.

  • If the minimum score percentage is identified in the training record and the user's score meets or exceeds it, the Pass option is selected; otherwise, the Fail option is chosen. If the minimum score percentage is not identified in the training record, the Result field remains unselected.

Click on the save button it will open the Employee Training Management with the historical training.

For more detailed information, please click here.

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