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How do I add training that was completed externally?

Adding training details to an employee record

Written by Hayley Jones

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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