WFM UK: UI Refresh HR: Creating Training Courses for Employees

• Log in to Fourth’s Workforce Management solution, and from the 'burger' menu drop-down select the HR module 

Fig.1 -Selecting HR from the module 'burger' menu 

• Then go to Employees > Employee List, or use the View All Employees quick link from the HR homepage

Fig.2 - Employees > Employee List

• Search for and select the employee who is required to attend the training course 

Fig.3 - Employee list

• Use the employee icon from the top left corner and go to Employee HR Info > Training Courses 

Fig.5 - Training attendance, Create a Training Course 

• Select the relevant Training Area and enter the Start and End dates that the employee is due to attend/did attend the course
• Enter the course Provider

All other fields are optional.

• If the course has an expiry date (for example, first aid courses that need to be refreshed each year) then enter a Training Expires Date
• Select Save once complete

The training course will now appear in the list for that employee.

Fig.7 - Newly added training course in the employee record 

There is a report which can be used to search for employees whose training has expired.

• From the HR module select Reports > View Reports > Employee > Employee Training

Also see:

• How to Create Training Areas (Courses)