How-to
Adding a training record
Employee detail > L&D > Add training record. Course name, completion date, expiry, certificate upload. Compliance tab rolls up across employees.
Jump to section
Adding a record
- Open the employee detail page > L&D tab.
- Click Add training record.
- Fill in:
- Course name — pick from mandatory-training dropdown OR type free-text
- Provider — internal / external (vendor name)
- Completion date — when they finished
- Expiry date — when this training expires (if relevant, e.g. 1 year for cyber awareness, 3 years for first aid)
- Certificate — file upload (PDF / image)
- Cost — optional, drives the training budget rollup
- Save.
Why expiry matters
The Expiring soon filter shows training records about to lapse — useful for ensuring compliance stays current.
If the course is mapped to a mandatory training definition, the employee's compliance status auto-updates when their certificate expires.
Linking to mandatory training
If you've defined mandatory courses under Growth > Learning & Development > Mandatory training, picking the matching course name from the dropdown auto-links the record. The compliance check then knows this employee has fulfilled this requirement.
Free-text course names (no link to a mandatory definition) are tracked but don't count toward compliance.
Bulk import
Not yet. If you're onboarding L&D for a team of 50 existing employees, contact support — we'll bulk-import via CSV.
Coming soon — LMS integration
Direct integration with Moodle, Learnupon, etc. is on the roadmap. Once wired, completed courses in the LMS auto-create training records in HR — no manual entry needed.