Training & Development

Training and development builds employee skills through structured programs, sessions, and certifications. This guide covers managing the complete training lifecycle.

Overview

The training system enables you to:

• Create training programs and courses
• Schedule training sessions
• Manage enrollments and attendance
• Track completion and certifications
• Analyze training effectiveness
• Handle compliance requirements

Accessing Training

Navigate to HRM → Training to access training features.

Understanding Training

Training Types

Type	Description	Example
Onboarding	New employee orientation	Company policies
Technical	Job-specific skills	Software training
Soft Skills	Interpersonal skills	Communication
Compliance	Regulatory requirements	Safety training
Leadership	Management skills	Team management
Professional	Career development	Certifications

Delivery Methods

Method	Description	Best For
Classroom	In-person instructor-led	Hands-on skills
Virtual	Online live sessions	Remote teams
E-Learning	Self-paced online	Flexible schedules
Blended	Mix of methods	Comprehensive
On-the-Job	Practical training	Role-specific
Workshop	Interactive sessions	Skill practice

Training Statuses

Status	Description
Draft	Program being created
Published	Open for enrollment
In Progress	Currently running
Completed	Session finished
Cancelled	Session cancelled
Archived	No longer active

Creating Training Programs

Program Setup

1. Go to HRM → Training → Programs
2. Click New Program
3. Enter program details:

Basic Information

• Program Name - "Leadership Development"
• Code - LDP-001
• Category - Leadership/Technical/etc.
• Description - Program overview
• Objectives - Learning outcomes

Structure

• Duration - Total hours/days
• Modules - Component topics
• Delivery Method - Classroom/Online/etc.
• Prerequisites - Required prior training
• Materials - Course materials

Requirements

• Minimum Attendees - To run session
• Maximum Attendees - Capacity limit
• Assessment - Test required?
• Pass Score - Minimum passing %
• Certificate - Issue on completion?

4. Add learning materials
5. Publish program

Course Modules

Structure programs with modules:

Leadership Development Program
├── Module 1: Leadership Foundations (4 hours)
│   ├── What is leadership?
│   ├── Leadership styles
│   └── Self-assessment
├── Module 2: Communication Skills (4 hours)
│   ├── Effective communication
│   ├── Active listening
│   └── Feedback techniques
├── Module 3: Team Management (8 hours)
│   ├── Building teams
│   ├── Delegation
│   └── Conflict resolution
└── Module 4: Strategic Thinking (4 hours)
    ├── Vision and planning
    ├── Decision making
    └── Change management

How-To Guides

How to Create Training Programs

Program Creation Steps

1. Define Objectives

   • What will participants learn?
   • What skills will they gain?
   • How will learning be measured?

2. Design Content

   • Create module outline
   • Develop learning materials
   • Design assessments
   • Prepare exercises

3. Configure Program

   • Set up in system
   • Add materials
   • Configure assessments
   • Set prerequisites

4. Publish

   • Review program
   • Get approvals
   • Publish for enrollment

How to Schedule Training Sessions

Creating Sessions

1. Go to HRM → Training → Sessions
2. Click New Session
3. Enter details:

Field	Description
Program	Select training program
Session Name	"LDP - March 2026"
Start Date	Session begins
End Date	Session ends
Time	Daily schedule
Location	Venue/virtual link
Instructor	Trainer name
Capacity	Max participants

4. Set enrollment deadline
5. Publish session

Recurring Sessions

For regular training:

1. Create session template
2. Set recurrence pattern
3. Auto-generate sessions
4. Adjust as needed

How to Manage Enrollments

Employee Self-Enrollment

1. Employee browses catalog
2. Selects desired training
3. Checks eligibility
4. Submits enrollment request
5. Manager approves (if required)
6. Confirmation sent

Manager Enrollment

1. Go to HRM → Training → Enrollments
2. Click Enroll Employees
3. Select session
4. Choose employees
5. Submit enrollment
6. Employees notified

Bulk Enrollment

For mandatory training:

1. Select session
2. Filter employees (department/role)
3. Select all matching
4. Bulk enroll
5. Send notifications

How to Issue Certificates

Certificate Setup

1. Go to Settings → HRM → Training → Certificates
2. Create certificate template:
   • Certificate title
   • Logo and branding
   • Content fields
   • Signature placeholders
   • Certificate number format

Issuing Certificates

Automatic issuance:

1. Employee completes training
2. Passes assessment (if required)
3. System generates certificate
4. Certificate stored in profile
5. Employee notified

Manual issuance:

1. Go to training session
2. Select completed participants
3. Click Issue Certificates
4. Review and confirm

How to Track Training Requirements

Mandatory Training

Configure required training:

1. Go to Settings → HRM → Training → Requirements

2. Create requirement:

   • Training - Required program
   • Applies To - Role/department/all
   • Frequency - Once/Annual/etc.
   • Due Within - Days from hire/last

3. System tracks compliance

4. Alerts for due/overdue

Compliance Dashboard

Monitor compliance:

• % completed on time
• Overdue training list
• Upcoming requirements
• Department breakdown

How to Manage Instructors

Internal Trainers

1. Go to HRM → Training → Instructors
2. Add instructor:
   • Select employee
   • Add qualifications
   • Specify expertise areas
   • Set availability

External Trainers

1. Create trainer profile
2. Add contact details
3. Specify expertise
4. Track engagement history
5. Manage contracts

How to Track Training Effectiveness

Evaluation Levels (Kirkpatrick Model)

Level	What	How
1. Reaction	Did they like it?	Feedback survey
2. Learning	Did they learn?	Assessment scores
3. Behavior	Did behavior change?	Manager observation
4. Results	Business impact?	KPI tracking

Feedback Collection

Post-training surveys:

• Content quality (1-5)
• Instructor effectiveness (1-5)
• Relevance to job (1-5)
• Would recommend (Y/N)
• Comments/suggestions

Training Analytics

Track metrics:

• Completion rates
• Assessment scores
• Feedback ratings
• Time to completion
• Cost per participant

Advanced Features

Learning Paths

Create structured development journeys:

Junior Developer → Senior Developer
├── Step 1: Fundamentals (Required)
│   ├── Programming Basics
│   └── Code Quality
├── Step 2: Intermediate (Required)
│   ├── Design Patterns
│   └── Testing
├── Step 3: Advanced (Optional)
│   ├── Architecture
│   └── Performance
└── Certification: Senior Developer

Skills Matrix

Track skill development:

• Required skills by role
• Current skill levels
• Training to close gaps
• Progress tracking

Training Budget

Manage training costs:

• Budget allocation by department
• Cost tracking per employee
• ROI calculation
• Vendor management

E-Learning Integration

Connect external platforms:

• LMS integration
• SCORM compliance
• Progress sync
• Completion tracking

Best Practices

📚 Program Design

• Clear learning objectives
• Engaging content
• Practical exercises
• Regular updates

📅 Scheduling

• Advance planning
• Minimize work disruption
• Flexible options
• Adequate notice

📊 Tracking

• Monitor completions
• Track compliance
• Measure effectiveness
• Report to management

🎯 Development

• Align to career paths
• Individual development plans
• Regular reviews
• Continuous learning culture

Configuration

Training Settings

Navigate to Settings → HRM → Training:

• Enrollment Approval - Required/optional
• Waitlist - Enable/disable
• Attendance Marking - Manual/auto
• Certificate Auto-Issue - Enable/disable
• Feedback Required - Yes/No

Calendar Integration

• Calendar Sync - Add to employee calendar
• Reminders - Days before session
• Notifications - Email/push

Compliance Settings

• Requirements Tracking - Enable
• Alert Thresholds - Days before due
• Escalation - Manager notification
• Reporting - Compliance reports

Troubleshooting

Common Issues

Cannot enroll in training

• Check eligibility criteria
• Verify prerequisites met
• Confirm seat availability
• Check enrollment deadline

Certificate not generated

• Verify completion recorded
• Check assessment passed
• Review certificate template
• Check automation settings

Training not showing in catalog

• Verify program published
• Check date filters
• Review visibility settings
• Confirm user permissions

Attendance not recorded

• Check session dates
• Verify marking enabled
• Review integration status
• Manual entry option

Next Steps

Learn about Recruitment to bring skilled talent into your organization.