WFM UK: HR: Administration Drop-Down: Training Areas – Fourth & HotSchedules Customer Success Portal

Overview

This article describes the process of creating and deleting Training Areas, as well as creating Training Courses for specific employees.

Creating Training Areas

From the HR Module select Administration and then Training Areas
Select Create Training Area
Enter a Description and Save

Fig.1 – Create Training Area

Once saved, the new Training Area will display in the list on the ‘Training Areas’ screen.

Deleting a Training Course:

Select the Area and then use the Delete button

This will remove all Training Courses assigned to employees who are assigned with that Training Area.

Fig.2 – Training Areas screen

Creating Training Courses for Employees

Go to HR > Employees > Employee List
Select the Employee required to attend the Training Course
In the HR Summary for the employee, select Training Courses from the Employee HR Info drop-down

Fig.3 – Training Courses in the Employee HR Info drop-down

This screen will display a list of any Training Courses the employee has already attended.

Select Create a Training Course

Fig.4 – Training Courses Screen

Populate the details of this Training Course:

Select the relevant Training Area from the drop-down list and enter the Course Start Date and Course End Date
Enter the relevant Provider of the course, e.g. "Internal"

Please Note: All the fields in bold are mandatory

Fig.5 – Training Course Details

The Training Course will now appear in the list for that employee.

For more articles on the Administration drop-down menu, please see - WFM - Getting Started WFM Administration

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