Record a Training for an Employee

The article provides a comprehensive guide on recording training for employees. It outlines the process, starting with navigating to the employee's Training tab and marking the training as complete. Users can enter training details, attach files, and save the information. The article also addresses how to view recorded trainings and the summary of completed trainings, including credits and hours. Additionally, it explains that employees can record their own training if enabled in the settings. Options to edit or delete recorded trainings are also covered, emphasizing the permanence of deletions. Users are instructed on how to ensure visibility settings are correctly configured for employee access. This resource is beneficial for managing employee training records effectively.

Oct 21, 2025
Knowledge

Title

Article Text

How do I record a training for an employee?

Purpose: To help you understand how to record when an employee has completed a training.

Table of Contents

Record
Details
View
Can my employees record their own training?
Edit or delete a recorded training
- Edit a training
- Delete a training

Record

Navigate to an employee's Training tab. Check the box next to a training you would like to mark as complete. Or, click Record a Training below the list to record a training.

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

Details

Enter the training details and attach any related files.* Then, click Save to record the training.

*If you attach a file, it will be viewable when you click on the training completion in the history on the employee's Training tab. The file will not be automatically uploaded to the employee's Documents tab.

You can set the available fields you want to track under the Training section in Settings.

View

Once you save the recorded training, the Upcoming Training table will be updated as applicable, and the training details will appear in the Completed table. Click on the training to see its recorded details or make changes (see below).

Additionally, notice the completed summary at the bottom of the table. This summary shows you the total credits, hours, and cost of all trainings within the selected year.

Can my employees record their own training?

Yes! Your employees can mark their own training complete, as long as you have enabled that ability in the training's settings (when setting up a new training or editing a training) by checking the box next to "Allow assigned employees to mark this training complete".

You will also need to be sure the training is set to be viewable in employee's access level settings.

On their Training tab, the employee will see the option to check the box next to the training, or click + Record a Training for any trainings that have that setting enabled.

Edit or delete a recorded training

Edit a training

You can see a history of completed trainings at the bottom of the Upcoming Training table. Click on the pencil icon to the right of a training to edit its details.

If you do not see the training you would like to edit, make sure your view is set to All to see all completed trainings instead of only trainings within the current year.

Make the applicable changes.
Click Save to record the updated training.

Delete a training

In Settings > Training, if you delete a required training an employee has completed, the deletion is permanent and will remove the training record (and its history) from their employee profile.

You can see a history of completed trainings at the bottom of the Upcoming Training table. Click on the trash can icon to the right of the training you want to delete.

If you do not see the training you would like to delete, make sure your view is set to All to see all completed trainings instead of only trainings within the current year.

Once you confirm the deletion, the recorded training will be removed from the Completed table, and the Upcoming Training table will get updated as applicable.

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