People & HR
Training
Create courses, auto-assign required training by department or role, and track completion with reminders and overdue notifications.
Training
Training lets you publish courses, automatically assign required training, and track who has completed what. The Training page has tabs for Courses, My Training, and (admins only) All Assignments, with stat cards for Courses, Completed, and Overdue. Each employee also has a per-profile Training tab.
Courses
Define the training content and its assignment rules.
| Field | Notes |
|---|---|
| Name | |
| Description | |
| External URL | Link to the course content |
| Category | |
| Provider | |
| Duration | |
| Required | Flag marking the course as mandatory |
| Required for | All / a Department / a Role / specific Employees |
| Allow self-complete | Whether employees can mark it complete themselves |
| Frequency | One-time / Every 1, 2, 3, or 5 years |
| Due days from hire | Days after hire by which it must be done |
Auto-assignment
Required courses are auto-assigned to people who match the Required for scope (All, a Department, a Role, or specific Employees). New matching employees pick up the course automatically.
Assignments & completion
| Field | Notes |
|---|---|
| Status | Assigned / In progress / Completed / Overdue |
| Assigned date | |
| Due date | |
| Completed date | |
| Score | |
| Notes |
- Employees can mark a course complete only if the course allows self-complete.
- Admins can mark assignments complete, and can record ad-hoc training with extra detail: cost, credits, hours, and instructor.
Reminders & overdue alerts. The system sends reminders as due dates approach and overdue notifications once a due date passes.
Troubleshooting & notes
- I can't mark my course complete. The course must have allow self-complete enabled; otherwise an admin records completion.
- A course wasn't assigned to me. Auto-assignment follows the Required for scope (All / Department / Role / specific Employees) — confirm you fall within it.
- My training shows Overdue. The due date (driven by due days from hire or the assignment due date) has passed; complete it, or ask an admin to record completion.
- All Assignments tab is missing. That tab is admin-only.