Personal Training is for recording any self-driven training activity which may not be appropriate to classify as Managed Training, for instance, self-driven attendance at online seminars, workshops etc., that an employee has organised themselves, whether formal or informal.
This guide outlines how a user can record their own personal training as well as how a Manager can record training on a user's behalf.
There is also a video at the bottom which shows how to add personal training on an user's behalf.
Adding Your Own Personal Training
As an employee, you can record your own personal training.
This is done by first navigating to
Myhome > Training > My Personal Training.
Next, click "Add New Personal Training" and enter the relevant information about your training.
Once added, it will be visible on your record.
To the right, you also have the options to either Edit or Delete your record too.
Note: Deleted records cannot be recovered.
Adding Personal Training on an Employee's Behalf
As a Training Manager, you will have the ability to add personal training on behalf of the employees you manage training for.
To do this, first navigate to
Management > Training > "Go to Personal Training".
Next, click "Add Personal Training" and search for the user you're adding training for.
When you've found the person you're looking for, click their name and fill in the relevant information about their personal training.
Note: More Activity Types and Categories can be added via Setup & Admin by a Controller.
When you've finished populating the form, click "Add Personal Training" to record the user's training.
You'll then be presented with a pop up asking if you'd like to add more personal training to this user's record.