Latest revision as of 06:16, 23 April 2024

Assigning Training to a Job

Training requirements can be assigned to a Job as a guide, which represents the type of training the Employee should attend when they start with the business or change Jobs. This is not the actual Course but the type of Course you may like to put them on. This Guide links to the New Employee Wizard in "Team Dashboards" and will show what training is required when you are setting up the new person in the New Employee Wizard. From the New Employee Wizard you can also put the person onto a "Waiting List" for the "Course" - See Courses Folder in Core-HR. If "Training Method" is "Content" you will be able to attach Videos, Attachments (Only PDF) and Text. This can be used for People Starting with your Organisations or People changing Jobs, to Acknowledge this Content as part of their First Day Activities - Induction.

Non-Team-Dashboards Users

Assigning Training Guide to the Job

1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES or PERFORMANCE" under the GENERAL area on the left hand side navigation.
2. Select the Jobs Folder.
3. Select the Job you wish to assign the Training Guide to.
4. Select the Training SubFolder from the left side menu.
5. Select the [Add new record] button.
6. Select the Type of "Training" you would like to define as a requirement for this Job.
7. Select the [Save] button.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first. The Training DropDown field is located in the Code Library, in the Maintenance Folder.

Team-Dashboards Users

Assigning Training Guide to the Job

1. After logging into Team Dashboards, select 'Core-HR' under the General area on the left hand side navigation.
2. Select the Jobs Folder.
3. Select the Job you wish to assign the Training to.
4. Select the Training SubFolder from the left side menu.
5. Select the +Create New button.

• Mandatory Training - select the Training Course/Type from the dropdown menu. Please enter Mandatory Training Types for Content Training Method Types. E.g. Product Induction. Product A Induction. The Training Type should be clear enough so that in the New Employee Wizard under the Mandatory Training Step, the Training Content - Training Type is clear. This will also be clear to the Person when they use the Mandatory Training Tab in the Training Widget, they will clearly understand what the Acknowledgment is for.
• Mandatory at Start of Employment - specify if this Training is mandatory upon the new Employee's commencement.
• Training Method - specify the Training Method: Face-to-Face, e-Learning, Content. E-Learning is available if the Go1 e-Learning Platform is installed. If you select Content, you will be able to select an "Attachment Type"/ The "Attachment Type", then allows you to select: Attachment (ONLY PDF's), Video, Text. If Attachment is selected, you will need to "Save" the record and go back into it to attach the "Attachment. You can only link One "Attachment Type" to each record. If you select Video as the "Attachment Type", insert the url into the field. If you select "Text" as the "Attachment Type", the text editor will appear and you can insert the text you wish to use.
• If "Training Method" is "Content", you will be able to use a Signature, when the Person is Acknowledging the Content from the Mandatory Tab in their Training Widget, when they either start their Employment or change Jobs.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first. To make updates to the "Mandatory Training" option in the dropdown, go to Maintenance > Code Library. You can "Copy" Content from and existing entry or you can create "New" from scratch. The "Training Content Name" is the Name that will be shown to the user when they "Acknowledge" the Content. Mandatory Training Field is used to define the types of training that the user has assigned, in the New Employee Wizard. It will show Mandatory Training and the "Training Content Name". If you select "Copy" the "Content" will be copied, but you need to type in the "Content Name". Training "Content" is great for Induction based purposes.
6. Click "Save."