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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.

External training records, once added, can be accessed in the employee's individual record or under My Area > Documents > Personal Documents.

Distinction Between the Company Training Dashboard and Individual Employee Records

The Company Training dashboard only displays training assigned and completed within Atlas. Externally completed training or manually uploaded certificates will not appear on this dashboard. Instead, these records can be accessed in the employee's individual record or under My Area > Documents > Personal Documents.

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

    Save the Record

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

  4. Reporting

    This external training will appear when you run a training matrix report in the New Reports area. However, it will not appear on the Company Training dashboard.

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