WFM UK: HR: Management Training Module Employees – Fourth & HotSchedules Customer Success Portal

This article continues from Workforce Management Training Module - Reports

Employees

The Employees List displays all the employees on the portal.

Fig.1 - The Employees List

Use the search criteria at the top of the screen to filter the employees. This works in a similar way to the employee searches in both the HR and Payroll modules
In addition the employee list can be filtered by training level and eligibility for promotion
Select an employee record to view their Training Plan

Employee Training Plan

This screen shows the personal development plan for the employee.

Fig.2 - Employee Training Plan

The left hand side of the screen shows the training courses and actions on the employee's current training level. It also shows any additional training courses or actions that need to be completed. The right hand side of the screen shows all completed training courses and actions.

Depending on the user accessing the page, the system will display a variation of the screen shown in Fig.3.

Fig.3 - Training Sessions screen

From this screen the trainer may record the attendance of the employee on the course and the result
The trainer may also make comments and give feedback to the employee
From the same screen a manager would be able to view the trainer and employee feedback, trainer comment and change the attendance if the employee had not already attended the course

Recording Completion of an Action

Many organisations will use Induction as the first action on the first training level on the first stage.

The following instructions should be followed to record when an employee has received their induction training.

Select the employee from the list to open their Training Plan
Select the appropriate Induction action

Fig.4 - Selecting an Induction Action

Change the Result Score to Completed Successfully
Type any notes or comments if required
Save

Fig.5 - Setting Result Score to Completed Successfully

Personalising or Adapting a Development Plan

The development plan for an employee can be completely derived from the career path and training path. However, a company without the need for this structure may manage employee training in a more personalised or ad hoc method.

Select Add Training course to assign a training course to an employee

Fig.6 - List of training courses to assign to an employee

To assign a course manually, tick the box next to the course under the Assign? column and select Assign on the bottom-right corner to add the course to the employee’s development plan

To add an Action, similarly select Add Action under the employee's development plan

Fig.7 - List of Actions to assign to an employee

If the action required for the employee is not from the standard list of actions, select Create Personal Action to create a one-off action for the individual employee

Continue to Workforce Management Training Module - Appraisals

Related articles