Create a Training Plan

Objective

With the help of Training plans, you can create complex training structures containing Trainings and Learning Modules. The trainee is provided with a Training plan that breaks a subject down in to Trainings that contain their individual Learning Modules to ensure comprehensive and detailed employee training.

Process

HR Manager
Creates a Training Plan
HR Manager
Connects Training Plan with Trainings and Learning Modules
Employee
Gets individual Training Plan via Rollout Center

Prerequisites

Click Through

  • Start in HR HUB
  • Under Training, select Training Plans
  • Click on + New
  • Enter an appropriate Name for the Training Plan
  • Select the Training Plan Type
    • 'Training Plan Type' should always be the type 'Template' when creating a new Training Plan Template
  • Content Path gives you the option to create an online learning path. This means you can add any external URL, e.g. to SharePoint
  • Content File allows you to store Training Content files after saving for the first time
  • Provider allows you to enter information about the Training Provider
  • Contact is the person your employee can turn to if questions arise about the Training Plan
  • Optionally, enter a Description of the Training Plan to provide the employee with any information they may require
  • A Department can be added to identify Training Plans that are specific to a Department in the organization
  • The Duration is the total amount of time, in hours or days, that the Training Plan will take to complete.
  • Status reasons:
    • Enrolled: This is the first status reason, which means that the training plan has been freshly rolled out for the respective employees.
    • Planning: Means that the employee is scheduled to complete the training plan.
    • Progress: This status reason is set as soon as your employee has started the training plan.
  • Save
  • Existing Trainings can be added to the Training Plan by selecting Add Existing Training in the Trainings grid

Hint

  • Training Plan Templates should always be recorded as 'Template' for Training Plan Type, this is because a copy is automatically created in the Rollout Center that becomes a 'Usage' type. You can read more about this here.

Result

Here you can see a completely filled in Training Plan:
Image
HR