How to Schedule Training Dates for an Employee
Once you have created a training plan (either for a position or individually), the next step is to schedule specific dates for each employee and record their completion after they've attended.
- Open the specific employee's profile and navigate to their activity plans.
- For the relevant training, set the initial date (the date the training is scheduled to occur or when it becomes effective).
For recurring training: This initial date will activate automatic period tracking. From this point, the system will automatically calculate and remind you of subsequent repetitions.
For one-time training: Aptien will track this single, specific date you entered.
How to Confirm Completion of Training and Educational Activities
Once an employee completes training, you record its completion directly in the system. You have two options: confirm training individually for a specific person, or in bulk for multiple people at once.
When confirming, you can fill in:
- Comment: Add a note about the training's progress.
- Attachment (Document): Attach a scanned certificate, proof of completion, or attendance sheet. Great feature: The document is automatically saved to the employee's personnel file, so you have it immediately in their documents.
After confirming completion, for recurring training, the due date automatically shifts to the next period.