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Create a training record each time an employee completes (or is scheduled for) a training. Records count toward mandatory training compliance.

Steps

1. Choose Employees > New Training Record, New Training on the Trainings list, the Training quick task on the Welcome screen, or New Training Record on the employee's History menu.
2. Select the employee: start typing the name and choose from the list.
3. Select a predefined company training to fill in the fields automatically, or enter the category and title yourself.
4. Check DOT status, mandatory, training date and time, expiration, manager, location, and description.
5. Review the summary and select Finish.

What happens next

• The record appears in Employees > Trainings and in the employee's History.
• Open it to attach a certificate on the Documents screen.
• A training date in the future creates a scheduled training; see Schedule training.