Add and Edit Employee Training Information

Editing individual Training Items

Click on the name of the training item that needs updating.

Enter in the necessary information:

1. Initial Training Date (mm/dd/yyyy format): Use this field for recurring items. This would be the first date the employee completed the training.
2. Last Completed Date (mm/dd/yyyy format): Use this field for the date the item was last completed. Each training item needs this field completed if not using n/a.
3. Due for Re-Training Date (mm/dd/yyyy format): Use this field for recurring items as well. This field stores the date the item is next due.
4. Score: The numerical score needed in order to "pass".
5. Grade: The system has two options available by default: pass/fail. Additional grades choices can be added by system administrators via Setup.
6. Notes(optional): Enter any notes needed. It is recommended to keep these notes short, as typically only the first line of the notes will display on reports.
7. Not Applicable: Use this field if the items really does not apply to this employee. When indicated, the system ignores the item completely for this employee.

Click Save when all needed items are entered.

You can also add an attachment or notes to an individual checklist item. Hover over the line item to reveal the attachments (paperclip) and notes (paper) icons.

 

Edit Full List of Training Items

Click Edit All.

 

Enter in the necessary information:

Complete this for all of the items in the list and click Save.

 

Warning: Near the Save button, there will be a button for Clear All Data.  This will delete all entered information AND attachments contained in this list.  Be sure that this is the desired action before continuing.

Adding Ad Hoc Training Items

There may be occasions where specific training items only apply to a specific driver, but not to an entire job class.  These can be added by clicking Add New at the top of the checklist.

 

The user will then be taken to an Add Training Info page.  There will be a drop-down with a list of the training items that are not assigned to the employee's job class.  Select the appropriate training item that needs to be added.

 

Enter the necessary information and click Save to store the record.

Multiple Employee Training Update

A single training checklist item may be updated/completed for a large group of employees.

When you are on the Training Driver List, check the box next to each employee that needs a checklist item updated. You can use the filter options to narrow down results to a certain group, etc.

 

At the top of the list, click Update Training.

• Select the checklist item that needs to be updated.
• Here you can also select additional employees to update. Simply check the box next a name if they also are to be included in the training update. You may have to page through the results in order to find all employees needed. At the bottom of the list you will see how many employees are selected.
• Click Next when all employee selections have been made.

 

Enter in the necessary information:

1. Completed Date: Use this field for the date the item was last completed..
2. Score: What their score was upon completing the course.
3. Grade: The system has two options available by default: pass/fail. Additional grades choices can be added by system administrators via Setup.
4. Attachments & Notes: Enter any attachments/notes needed. It is recommended to keep these notes short as typically only the first line of the notes will display on reports.

Click Save.