Training Request

Revision as of 03:58, 20 June 2022

Training Request Wizard (BETA)

The Training Request Wizard enables you to enrol Employees in Face-to-Face Training Courses (Course types). Once created, Training Course and Training Event enrolments can be managed via the Training Widget.

Training Request Wizard Navigation Functionality (BETA)

There are multiple navigation options available to you throughout the Training Request Wizard. These navigation options are outlined below.

1. START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
5. Create - allows you to 'save' a New Record you've created.
6. Edit - allows you to Edit a Record.
7. Save - allows you to Save a Record.
8. Delete - allows you to Delete a Record.
9. Previous - allows you to go back one step.
10. Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go bacc' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

NOTE: There is a 6MB file limit on all files that are uploaded into Subscribe-HR's Team Dashboards System. Please ensure that large files are compressed/reduced and that the file size is less than 6MB (the smaller the file size, the better).

How to Trigger the Training Request Wizard (BETA)

You can trigger the Training Request Wizard from the Wizard popup menu:

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "Training Request" option from the menu, then click "Select."

Training Request Wizard – Workflow Steps (BETA)

Training Request Wizard – New Training Request (BETA) - Add to Course or Event Waiting List

1. Training Request Type – specify which type of Training Request to create. The options are:

• Add to Course Waiting List - add Employee/s to a Course waiting list (Courses are not actual 'scheduled' events, they are Course types).
• Add to Event Waiting List - add Employee/s to a scheduled Face-to-Face Course/Event.

2. Requesting For – specify who the Training Request is for:

• • Myself.
  • Team Member:

3. Employees – if Team Member is selected at the previous step, specify the Employee/s you want to make the Training Request for. Click “Next.”

Training Request Wizard – Training Guide & Active Training Records - Add To Course Waiting List (BETA)

This step of the Wizard displays a complete outline of the Mandatory and optional Training that has been assigned either to the ‘Job’ that the Employee/s hold, or to the Employee themselves.

The Training Records include:

• Face-to-Face mandatory Training.
• e-Learning mandatory Training.
• Face-to-Face optional Training.
• e-Learning optional Training.

For each of the above options, the Training Records display a table/list of Training progress including:

• Training that has been ‘Completed.’
• Training that is ‘In Progress.’
• Training that is still ‘To Do.’
• Where a ‘Training Renewal’ is required (which will be the case for training related to Certificates & Licences).
• The ’CPD Info’ button displays the following information related to the Employee/s for whom the Training Request is being made:
  • That Training type/record's CPD Hours/Points.
  • The Employee's cumulative CPD Points For All Training This Year.
  • Required CPD Points For All Current CPD Cycle.
  • Current CPD cycles - displays the current CPD cycle for that Employee.

For each Training record listed in the Employee's Training Guide and Active Training Records, the following information is also displayed:

• If the Training requirement/record is from/related to the Job the Employee holds, or has been assigned to them directly.
• If the Employee is on a waiting list (Course/Event) related to that Training.

Click “Next.”

Training Request Wizard – Select Which Course Waiting Lists to add These Employees To - Add To Course Waiting List (BETA)

1. Courses – Specify which Course Waiting Lists to add the Employee/s to. Multiple Courses can be selected. Click “Next.”
2. Summary – the final screen for the Training Request Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete your ‘Training Request’ for the nominated Employee/s. Click “Submit.”
3. Success – if your Training Request has been created correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.

Training Request Wizard – Training Guide & Active Training Records - Add To Event Waiting List (BETA)

This step of the Wizard displays a complete outline of the mandatory and optional Training that has been assigned to the ‘Job’ that the Employee/s hold.

The Training Records include:

• Face-to-Face mandatory Training.
• e-Learning mandatory Training.
• Face-to-Face optional Training.
• e-Learning optional Training.

For each of the above options, the Training Records display a table/list of Training progress including:

• Training that has been ‘Completed.’
• Training that is ‘In Progress.’
• Training that is still ‘To Do.’
• Where a ‘Training Renewal’ is required (which will be the case for training related to Certificates & Licences).
• The ’CPD Info’ button displays the following information related to the Employee/s for whom the Training Request is being made:
  • That Training type/record's CPD Hours/Points.
  • The Employee's cumulative CPD Points For All Training This Year.
  • Required CPD Points For All Current CPD Cycle.
  • Current CPD cycles - displays the current CPD cycle for that Employee.

For each Training record listed in the Employee's Training Guide and Active Training Records, the following information is also displayed:

• If the Training requirement/record is from/related to the Job the Employee holds, or has been assigned to them directly.
• If the Employee is on a waiting list (Course/Event) related to that Training.

Click “Next.”

Training Request Wizard – Select Which Course Waiting Lists to add These Employees To - Add To Event Waiting List (BETA)

1. Courses – Specify which Course Waiting Lists to add the Employee/s to. Multiple Courses can be selected. Click “Next.”
2. Summary – the final screen for the Training Request Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete your ‘Training Request’ for the nominated Employee/s. Click “Submit.”
3. Success – if your Training Request has been created correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.

Training Request Wizard – New Training Request (BETA) - Enrol in e-Learning Course

1. Training Request Type – specify which type of Training Request to create. The option to select here is:

• Enrol in e-Learning Course - select this option to enrol Employee/s in e-Learning. Click “Next.”

Note: this option is only available if a third-party e-Learning App has been installed/integrated.

Training Request Wizard – Search e-Learning Catalogue - Enrol in e-Learning (BETA)

These steps only appear if a third-party e-Learning App is installed. 1. Search the Catalogue and enrol Employees in e-Learning Courses that meet their Training needs. To enrol an Employee in a course, use the 'Action' menu associated with each Course. The options are:

• Enrol Users - enrol Employee/s in the selected e-Learning.
• Enrol Myself - enrol yourself in the selected e-Learning.

2. Summary – the final screen for the Training Request Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete your ‘Training Request’ for the nominated Employee/s. Click “Submit.”
3. Success – if your Training Request has been created correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.