Add delegates to courses
The Delegates tab is used to add internal and external delegates to the course, either using a planning option or a quick add. You can also print attendance sheets (Microsoft Word).
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Go to Training then select Schedule from the Schedules section.
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Select the required schedule, then select the Delegates tab.
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Select Add Delegates then choose from the following:
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Internal using planning - if you want to access and select employees who have the scheduled course as a training plan item on their Training and Development screen, or who have enquired about the course
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Internal using quick add - if you want to select delegates using the Delegates Picker, which lists all current employees.
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External - if you want to select delegates who you have previously set up in the system (see Add external delegates).
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In the Action field, select one of the following (the options available will depend on which delegate option has been selected:
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Invite - if you want to send each delegate an email and task invitation to the course, which the delegate can accept or reject (if employees are configured for self-service, and if you configured the appropriate invitation settings (refer to Set up the training module). You cannot select this option for external delegates.
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Confirm - if you want to automatically confirm a place on the course for each selected delegate, counting towards the number of delegates who can attend the course.
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Click OK.
If you add more delegates than the maximum number specified for the course, the system creates a reserve list, and then if a confirmed delegate later cancels their place, a reserve from the list can replace them.