For Admins: Manage trainings

TABLE OF CONTENTS

• Filter for trainings
• Edit Trainings
• Manage employees
• Delete a training

Filter for trainings

• Go to My trainings
• Filter by Status (in progress, overdue or scheduled)
• Filter by Timeline (Countdown period, First period, Indefinite)
• Filter by Location (In presence, Hybrid, Online)
  

Edit Trainings

• Go to Training Tracker > Catalog
• Find the respectable training and click the three-dot menu at the end of the line
• Click Edit training

• Find the section you want to edit in the vertical menu 
• Make changes and click SAVE CHANGES

Manage employees

• Go to Training Tracker > Catalog
• Find the respectable training and click the three-dot menu at the end of the line
• Click Manage employees 
• Assign employees

OR

• Go to Training Tracker > Catalog
• Click on one training
• Find Participants in the vertical menu
• Click Manage Participants

To add employees, use one of the options: 

1. Use the search bar to find an employee by name
2. Use filters to view employees with specific attributes, such as a particular location, team, or those with a manager

• Available employees are displayed in the left column. Click (+) to add them to the training
• In the right column, you can see all the SELECTED EMPLOYEES. You can remove participants using the trash-icon
• Click NEXT if your selection is complete

Delete a training

• Go to Training Tracker > Catalog
• Find the respectable training and click the three-dot menu at the end of the line
• Click Delete
• Click Yes, delete