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How do I add training that was completed externally?

Adding training details to an employee record

Hayley Jones avatar
Written by Hayley Jones
Updated over a month ago

You can record training completed by employees from other providers in their records. This ensures you have a complete training history for each employee.

Steps to Add External Training

  1. Navigate to the Employee’s Record

    • Go to:

      • Employees/workers

      • Click Manage

      • Click View (pink eye button)

  2. Access Career & Training

    • Select Career & training

    • Click Training history

  3. Add the Training

    • Click Add

    • Upload the relevant training document or certificate

  4. Save the Record

    • The uploaded document or certificate is now saved in the employee’s record

  5. Reporting

    • This external training will appear when you run a training matrix report in the New Reports area

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