You can set up training courses and events on courses to track which staff have undergone which training, such as first aid.
Please note that you’ll need the All Staff: Basic HR Administration permission to create and edit training courses. If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.
Setting up a new course
Adding the course
Go to School > All Staff > Staff Development > Training Courses > All Training Courses. You can view all the current training courses set up, or add a new one by clicking +Add.
A slide over will appear for you to enter details about the training course you are creating, then click the green Create training course button.
Can't select an Organiser? Add it to your Linked Organisations as an Educational Institution.
Adding the training event
Next, you will want to add a Training Event for this course and add staff members. Click on the Training Course name and a slide over will appear showing the course details. Select More to reach the Training Course Overview page.
Click the Add Event button.
A slide over will appear for you to enter details about the Training Event you are creating, then click the Add Training Event button.
To add staff members to the training course, click +Add.
A slide over will appear for you to select staff members to add. If fees are to be recorded for each staff member, the details can be added here.
The members of staff attending the event will now be listed on the Training Course Overview page. You'll also be able to view them on the Course Attendance page and sort columns based on expiry date.
Go to School > All Staff > Staff Development > Training Courses > All Training Courses and click the training, then click More.
Deleting the training
Click the red button on the right-hand side. This will delete the training course completely from your site, including removing it from all staff profiles. This is not reversible.
Can we delete one event?
It isn't possible to delete one event in the training course. You would need to delete the training course and set it up again.
Removing staff from training
Click on the row containing the name of the staff member.
Click the Remove person from course button.
Can we remove staff from one event?
It isn't possible to remove staff from one event in a training course. This is because staff must complete all events to complete the course. If you want staff to not attend all events, please follow these instructions.
Does training add a staff absences or flag cover?
Adding a staff member to a training course will not automatically record an absence for them. This means it also will not automatically flag that cover is required.
You can see how to record absences (which will then flag cover needed) by following these instructions.