Trainings Management

Table of Contents

Overview

The Trainings module allows employees to apply for trainings and manage related processes efficiently.

Creating a Training

  1. In the sidebar, go to Trainings/Travels under the General section.
  2. Click the Add Training button.
  3. Complete the training details in the form.
  4. Click Create to submit.

Notification Rules:

  • All Users:
    If the training category is set to "all," a notification is sent to every user.
  • Specific Users:
    Only selected users receive notifications.
  • By Department:
    All users in selected departments are notified.
  • By Position:
    All users with selected positions are notified.
  • Combined Recipients:
    If multiple fields are set (users, departments, positions), notifications are sent to the unique set of users from all specified groups.

Editing a Training

  1. Navigate to Trainings under the General section.
  2. In the Trainings table, find the training you want to edit.
  3. Under the Actions column, open the dropdown and select Edit.
  4. Update the training details as needed.
  5. Click Update to save changes.

Viewing Training Details

  1. Go to Trainings under the General section.
  2. In the Trainings table, locate the training you wish to view.
  3. Under the Actions column, select View from the dropdown.
  4. The training summary will display all details.

Deleting a Training

  1. Navigate to Trainings under the General section.
  2. In the Trainings table, find the training to delete.
  3. Under the Actions column, select Delete from the dropdown.
  4. Confirm the deletion when prompted.

Note:
Only Human Resource users can add, edit, or delete trainings.

Travel Clearance

To create a travel clearance:

  1. Navigate to Trainings/Travels.
  2. Click the Travel Clearance button (to the left of Add Training).
  3. Fill in the required details.
  4. Follow the same steps as for training actions (create, edit, view, delete).

Approval Workflow

After submitting a training or travel clearance application, the approval process is as follows:

  1. Human Resource reviews the application.
  2. Head of Division provides approval.
  3. Executive Secretary gives final approval.