Create an employee training plan

You can create a training and development plan for any employee to record training / development needs. To create a training plan go to HR then search for a select the required employee. From the list at the beginning of the employee record, select Training and Development. At the end of the list, select Add a New Record. From Personal Development Plan enter a Plan Name (mandatory) such as Management Training. In Target Date (mandatory), enter or select the training plan target completion date of the training plan. If you want to add any incomplete items from a previous plan to the new training plan, select Copy incomplete items from the previous plan. You cannot use this option if you are creating the very first training plan for an employee. Select Save. The new plan is shown at the top of the list with a status of Open, Ready to Add Items to the Plan. Select View next to this plan. Add training plan items

  1. The newly created PDP is shown. Select Add Plan Item.

     

  2. From Add Plan Item, select the required option using the following table as a guide:

    Option

    Use to

    A –Add a manual plan item

    Manually create a training plan item which can be subsequently attached to a course. A speech box next to each label provides information on who to complete.

     

     

     

     

    B – Add expired courses

    Select expired courses from the Expired Courses Picker.

    C – Competency and courses required for a post

    Select competencies and courses attached to posts using the Post Picker.

    D – Course/Needs belonging to a profile

    Select items from previously created training profiles using the Profile Picker.

    E – Specific competency and associated courses

    Select from previously created skills and competencies using the Skills Picker.

  3. Once you have finished adding plan items, select Update to return to the training plan.

  4. Select Save Changes.