An employee training plan is a list of courses and trainings an employee needs to complete while working at the company — not just when they start, but throughout their time with the business.
Why Do Companies Need an Employee Training Plan?
- It’s an essential tool for organizing employee training in small and medium-sized businesses
- It helps monitor progress, meet legal requirements, and make sure employees complete required training (like workplace safety, data privacy, and IT security)
- It supports employee growth that aligns with business goals, encouraging skill development and career advancement
What Does a Typical Employee Training Plan Include?
- New employee onboarding training - for new hires
- Mandatory refresher training (based on job roles),
- Role-specific technical training (e.g., equipment or software use),
- Soft skills training (e.g., communication, leadership), often linked to personal development goals,
- Professional growth activities and certifications, typically aligned with career plans
Why Is an Employee Training Plan Important for Growing Businesses?
- Helps track which employees have completed required training,
- Ensures compliance with industry regulations and audits,
- Supports ongoing employee growth and skill development,
- Makes scheduling training and managing budgets easier.
How to Manage a Training Plan
- Open the Employee organizer
- Select a specific employee
- Click on the "Activity Plans" tab
- Enter the training plan under the "Training and Personal Development" section
TIP: Training plans for each job role are entered in the Job Positions Catalog
