How to plan periodic training

Last updated: 2022-04-19
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Planning periodic staff training

You must conduct or require periodic training for your employees to maintain their qualifications or meet legal requirements. You will use Activity Plans to plan such training. It is advisable to have a good set of job roles on your staff record. In fact, you can set up training plans:

  • For all employees
  • For a specific job position
  • For a specific employee

How to set up training plans

  1. Go to Employees
  2. Check how your job roles are set up
  3. Select the Activity Plans tab
  4. Enter "+create new"
  5. Select whether the training plan will be for all employees, for the selected job role or only for the selected employee