This article continues from Workforce Management Training Module - Introduction
The Administration Drop-down Menu
The Training module can be configured via the options available in the Administration drop-down menu.
This article will list and describe each option (not necessarily in their listed order), with instructions on how to use each one.

Fig.1 - The Administration drop-down menu in the Training module
Stages
Stages correspond to the positions within the career path of a specific business. The Training module can be configured in a way to best represent the individual company with as many stages as required.

Fig.2 - The Stages screen, with Create A New Stage and Assign Job Titles buttons indicated

Fig.3 - Assigning job titles to a stage
Training Levels
Every stage set must contain at least two training levels, which must be ordered to represent the progression of the employee through the business. For example, within the New Employee stage - the employee must go through the Induction and Job Skills levels.
Once the employee has completed these they will sit under the New Employee - Trained level, meaning they are eligible for promotion, as long as they meet any other pre-requisites set.

Fig.4 - The Training Levels screen
When an employee completes all training courses and actions within the stage, they remain on the last (eligible for promotion) level until promoted.
Course Topics
All courses are assigned to a course topic for reporting purposes.

Fig.5 - The Course Topics screen, Create A New Course Topic button indicated
All topics are editable by selecting them from the list of the left-side of the Course Topics screen.
Resources
Resources are assigned to training courses, to prompt trainers of the resources required to deliver the training session.

Fig.6 - The Resources screen
Trainer Category
Each trainer set up on the module needs to be assigned a trainer category, which explains the type of trainer they are and allows for reporting.

Fig.7 - The Trainer Category screen
All trainer categories are editable by selecting them from the list of the left-side of the Trainer Category screen.
Trainers
Any current employee can be assigned to be a trainer for multiple, or one particular course. The employee search can be refined to search only for employees currently unassigned as trainers or vice versa.

Fig.8 - The Trainers List screen

Fig.9 - Assigning training courses
Course Providers
All external course providers can be recorded in this area.

Fig.10 - The Course Providers screen

Fig.11 - Creating a new Course Provider
The only mandatory field is the Company Name, meaning that this form can be updated with additional information at any time.
Venues
Venues correspond to the locations where training can take place; typically external locations or company sites.

Fig.12 - The Venues screen
Continue to Workforce Management Training Module - Course Administration
The Administration Drop-down Menu
The Training module can be configured via the options available in the Administration drop-down menu.
This article will list and describe each option (not necessarily in their listed order), with instructions on how to use each one.

Fig.1 - The Administration drop-down menu in the Training module
Stages
Stages correspond to the positions within the career path of a specific business. The Training module can be configured in a way to best represent the individual company with as many stages as required.
- Select Stages from the Administration drop-down
- To create a new stage, select the Create A New Stage link in the top-right corner
- Enter a number in the Stage field (which should correspond to where it sits in the career path e.g. Stage 1 = New Employee) and a Description
- Save
- Select the Stage from the list on the left hand side e.g. New Employee
- Select Assign Job Titles

Fig.2 - The Stages screen, with Create A New Stage and Assign Job Titles buttons indicated
- Select job title(s) from the left-side box ("Available") and use right arrows to assign them to the stage
- Left arrows can be used to un-assign job titles if needed

Fig.3 - Assigning job titles to a stage
Training Levels
Every stage set must contain at least two training levels, which must be ordered to represent the progression of the employee through the business. For example, within the New Employee stage - the employee must go through the Induction and Job Skills levels.
Once the employee has completed these they will sit under the New Employee - Trained level, meaning they are eligible for promotion, as long as they meet any other pre-requisites set.
- Select Training Levels from the Administration drop-down
- To create a training level, select the Create A New Stage link in the top-right corner
- Enter a Description and select the Stage that the level will belong to
- Chose the order in which the training level will be ranked (within its stage)
- Tick the Eligible for Promotion box if, by completing the level, an employee will be so
- Save
- Edit an existing training level by selecting it from the left-side list and amending the fields used when creating

Fig.4 - The Training Levels screen
When an employee completes all training courses and actions within the stage, they remain on the last (eligible for promotion) level until promoted.
Course Topics
All courses are assigned to a course topic for reporting purposes.
- Select Course Topics from the Administration drop-down
- To create a new course topic select Create A New Course Topic the top-right corner
- Enter a Description for the course topic and then select Save

Fig.5 - The Course Topics screen, Create A New Course Topic button indicated
All topics are editable by selecting them from the list of the left-side of the Course Topics screen.
Resources
Resources are assigned to training courses, to prompt trainers of the resources required to deliver the training session.

Fig.6 - The Resources screen
- When on the Resources screen, use the Create A New Resource button
- Enter a Resource Name and Description
- Add the name of the Person Responsible and add any Comments if wished
Trainer Category
Each trainer set up on the module needs to be assigned a trainer category, which explains the type of trainer they are and allows for reporting.
- Select Trainer Category from the Administration drop-down
- To create a trainer category, select Create A New Trainer Category from the top-right corner
- Enter a Description for the course topic and then select Save

Fig.7 - The Trainer Category screen
All trainer categories are editable by selecting them from the list of the left-side of the Trainer Category screen.
Trainers
Any current employee can be assigned to be a trainer for multiple, or one particular course. The employee search can be refined to search only for employees currently unassigned as trainers or vice versa.

Fig.8 - The Trainers List screen
- Select an employee to assign the trainer category, and the course or courses the employee may deliver
- This works in the same way as allocating job titles to stages - use the arrows to move courses across to the right hand box
- Notes may also be recorded about the trainer on this screen

Fig.9 - Assigning training courses
Course Providers
All external course providers can be recorded in this area.

Fig.10 - The Course Providers screen
- Select a course provider to amend or update their company details if they are already in the system
- To add a course provider, use the Create A New Course Provider button in the top-right corner and complete the form as shown in Fig.11

Fig.11 - Creating a new Course Provider
The only mandatory field is the Company Name, meaning that this form can be updated with additional information at any time.
Venues
Venues correspond to the locations where training can take place; typically external locations or company sites.

Fig.12 - The Venues screen
- To add venues to the database use the Create Venue button in the top-right corner and enter the details for the venue
Continue to Workforce Management Training Module - Course Administration
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