Training & Development

The Training module manages the complete learning and development lifecycle: creating courses, scheduling sessions, enrolling employees, tracking completion, and measuring training effectiveness. It integrates with the Reports module to provide completion rate analytics.

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Overview

Navigate to HR Panel → Training or /training. The module is structured as follows:

Section	URL	Description
Courses	/training/courses	Course catalogue
Sessions	/training/sessions	Scheduled training events
Enrollments	/training/enrollments	Employee enrollment and completion tracking
Reports	/training/reports	Completion rates and analytics

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Training Courses

A course is the base unit — the subject or programme being taught. Sessions are the specific scheduled occurrences of that course.

Creating a Course

1. Navigate to Training → Courses
2. Click Add Course
3. Fill in:

Field	Required	Description
Course Title	Yes	Name of the course (e.g., Leadership Essentials)
Category	Yes	Course category (Technical / Soft Skills / Compliance / Leadership / Onboarding / Safety)
Delivery Mode	Yes	In-person / Online / Hybrid / Self-paced
Duration	No	Total hours (e.g., 8 hours)
Cost per Participant	No	Training cost for budgeting
Provider	No	Internal (company-run) or external (third-party vendor)
Provider Name	Conditional	Required if external; name of the training vendor
Description	No	Course overview and learning objectives
Prerequisites	No	Other courses that must be completed first
Pass Score	No	Minimum score percentage to mark as completed (e.g., 70)

4. Click Save

Course Categories

Category	Typical Courses
Technical	Programming, tools, software-specific training
Soft Skills	Communication, presentation, conflict resolution
Compliance	GDPR, health & safety, code of conduct
Leadership	Management fundamentals, coaching, strategy
Onboarding	New employee orientation and company policies
Safety	Fire safety, first aid, workplace hazard training

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Training Sessions

A session is a specific scheduled instance of a course, with defined dates, location, and participant limits.

Creating a Session

1. Navigate to Training → Sessions
2. Click Add Session
3. Fill in:

Field	Required	Description
Course	Yes	Which course this session belongs to
Session Name	No	A distinguishing name if running multiple sessions of the same course
Start Date	Yes	Session start date and time
End Date	Yes	Session end date and time
Location	No	Room name, building, or URL for virtual sessions
Facilitator	No	The trainer (internal employee or external name)
Max Participants	No	Enrollment cap (leave blank for unlimited)
Status	Auto	Scheduled → In Progress → Completed / Cancelled

4. Click Save

Session Status Flow

Scheduled → In Progress → Completed
                        → Cancelled

• Sessions move to In Progress automatically when the start date passes
• HR marks them as Completed after the session ends
• Mark as Cancelled if the session is called off

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Enrollment

Enrolling an Employee

HR staff enroll employees in specific sessions:

1. Navigate to Training → Enrollments
2. Click Enroll Employee
3. Select the Session
4. Select the Employee (or multiple employees)
5. Set enrollment status to Enrolled
6. Click Save

The employee receives an email notification with session details.

Employee Self-Enrollment

Employees can browse available sessions and self-enroll:

1. Employee navigates to My Training → Browse Sessions
2. Finds an open session with available spots
3. Clicks Enroll
4. Enrollment is created with status Enrolled (or Pending Approval if HR approval is required)

Enrollment Approval

To require HR approval for self-enrollments, go to Settings → Training → Require Enrollment Approval and enable it. Self-enrollments will then have a Pending Approval status until HR reviews them.

Enrollment Statuses

Status	Description
Enrolled	Confirmed enrollment
Pending Approval	Awaiting HR confirmation
Completed	Employee attended and completed the session
Failed	Attended but did not achieve the pass score
Absent	Enrolled but did not attend
Cancelled	Enrollment was withdrawn

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Marking Completion

After a session ends, HR marks each enrolled employee's outcome:

1. Navigate to Training → Sessions
2. Click the completed session
3. Click Mark Attendance / Completion
4. For each enrolled employee, select:
   • Completed — attended and passed
   • Failed — attended but did not meet pass score
   • Absent — did not attend
5. Enter a Score (percentage) if the session included an assessment
6. Add Feedback (optional — visible to the employee)
7. Click Save Outcomes

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Scores and Feedback

Each completed enrollment can have:

Field	Description
Score	Numeric score as a percentage (0–100)
Pass/Fail	Calculated based on the course's Pass Score threshold
Feedback	Trainer's qualitative comments
Certificate	Upload a completion certificate (PDF)

Employees can see their own scores and feedback in My Training → My History.

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Training Reports

Navigate to Reports → Training or Training → Reports for analytics:

Completion Rate by Category

Bar chart showing:

• Total enrollments
• Completed count
• Completion % for each category

Monthly Training Activity

Line chart of enrollments and completions over the past 12 months.

Department Training Coverage

Table showing how many employees per department have completed at least one course in the current year.

Column	Description
Department	Department name
Total Employees	Headcount
Trained Count	Employees with at least one completion
Coverage %	Trained / Total × 100

Top Courses

Ranked list of courses by:

• Total enrollments
• Completion rate
• Average score

Individual Training History

Per-employee report showing all courses attended, completion status, scores, and dates. Accessible from the employee profile under the Training tab.