Upcoming and Completed Trainings

The article provides guidance on tracking upcoming and completed trainings within an employee profile. Upcoming trainings are displayed prominently in the Training tab and are organized by categories set in Settings. Users can mark trainings as complete and record optional trainings. Dates are color-coded to indicate their status. The Completed section shows all recorded trainings, allowing users to access details, filter by training or year, and edit or delete entries. Additional information, such as costs and credits, is summarized based on selected filters. Clicking on a completed training reveals more specific details, including instructor information and notes. This resource aims to facilitate efficient training management for employees.

  • Oct 21, 2025
  • Knowledge

Title
Upcoming and Completed Trainings
Article Text
This feature is included in the Core, Pro, and Elite packages.

How are upcoming and completed trainings tracked on the employee profile?

Purpose: To teach you how upcoming and completed trainings are tracked on the employee profile.

Table of Contents

Upcoming Training

Upcoming training shows at the top within the Training tab. Trainings are automatically organized by the categories created in Settings. Check the box next to a training to complete it. Only required training will list, but you can easily record an optional training by clicking Record a Training below the Upcoming Training table. Click on a training name to see additional information about the training, including attachments, links, and due dates.

Please note that dates shown in orange indicate an expired or past due training. Dates in gray indicate upcoming or recurring training.

Completed training

Charlotte Abbot - Training

The Completed section displays information about all recorded trainings. Click on a completed training to see additional details. (See below.)

In addition to details about each completed training, this section also includes:

  1. Training filter: Select the training you would like to see the completed history for or select All to see the entire history of completed trainings.
  2. Year filter: Adjust the time frame to change the history information displayed.
  3. Edit or Delete: Click on the pencil icon next to a training to edit its recorded information or click the trash can to delete the recorded training.
  4. Summary: This shows all additional information summarized (Cost, Credits, and Hours) for completed training within the selected time frame or training name.

Completed Training details

Charlotte Abbot - Training

If you click on the name of a completed training, you will see additional details recorded. This information can include the instructor, cost, credits, hours, notes, or attachments.

URL Name
587762