Events

Go to Navigation Bar -> HR -> Events

Here you will find an overview of all training events taking place and the most important information about those events. So you can see at a glance when which Trainings will take place and how busy they are.

To create a new Event, go to the menu bar and click on +New

Now fill in all the fields you need for this event:

Training: Select the Training that will be provided at this event
Category: Select the Category of the Trainings
Start/End: Select the time frame of the event
Location: Select the Location of the event
Provider: Select the Provider of the training event
Speaker: Select the speaker
Language: Select the language of the event
Max. participants: Determine the maximum number of participants here. The remaining fields are automatically calculated as soon as participants are registered
Agenda: You can enter a special agenda for this event here

Save your record

You can now register participants. Click on the + Icon in the sector Registered Participants

Now fill in all fields:

Participant Type: You can select here whether the participant is an employee, an applicant or a contact
Participant(...): Select the participant here
Event: This field is pre-filled and shows the event for which you are currently registering the participant
Registered/Waitlist: Determine whether the participant is Registered directly or whether he or she should be entered on the Waitlist
Registration Date: Please enter the registration date here

In order to complete the registration process, you can Save & Close the record

The registration is now valid and is also considered and included in the automatically calculated fields as well as in the overviews.

Follow-up

Each Participant automatically receives an email at the end of the training asking them to rate the training. This email contains a link to an assessment page where the participant can rate various aspects of the training, such as organization, learning speed and overall quality, and can comment on these aspects if desired.

This rating is displayed in the last section of the event. The average rating of all participants as well as the exact ratings including the comments of the participants can be viewed and evaluated here.

In the event, you can open the data record for each attendee and enter whether they actually attended the event or not. You can also add a comment.

Further automatisms

All appointments and events are automatically synced with the participants' Outlook calendars.

If you change an appointment or the location of an event that already contains participants, these changes are automatically applied and adjusted in all calendars.