New article
Recently updated
Adding a Training Need
Who is this article for?Administrators who want to learn how to add a Training Need.
Administrator permissions are required.
Adding a training need in your workforce management system is a pivotal step in identifying and addressing the skills or qualifications required for your employees or subcontractors. This process allows you to systematically track and manage various training requirements, from formal qualifications to awareness programs and eLearning modules, ensuring your workforce remains competent, compliant, and aligned with organisational goals.
1. Training Need
Needs can be created in a variety of ways:
- Manually by an administrator via the People menu, one at a time.
- Manually by an administrator via the Needs menu, one at a time or by bulk.
- Automatically as part of a role. This occurs where a user is identified as requiring a role and they do not have a valid training record for that capability.
Video: Needs Menu Overview
The Needs menu contains a list of required training, competency or qualifications which are yet to be undertaken.
In the Needs page, administrators can:
- View current needs for all users.
- Use a wide variety of filters in isolation or combined to select needs to view.
- Export lists of needs to Excel in list format.
- Add needs by user or by bulk.
- Edit needs by user or by bulk.
2. Adding a Training Need
Video: Adding Training Needs
To add a new need, from the Needs page:
- Click Add New.
- Complete the fields (see table Definition of fields below).
Note: Multiple users can be selected in order to add multiple needs in one entry, providing all other details (capability, due dates etc) are the same. The details captured for each need may vary slightly between each system configuration. Fields marked with * are mandatory.
-
Click Save to create the need and return to the list or click Save and new to create the need and continue entering another.
2.1. Definition of fields
|
Field |
Description |
|---|---|
|
Person |
Name of user requiring the need |
|
Capability |
The title of the capability (this must already be created in the system) |
|
Needs Classification |
Depending on the requirements of the organisation, this field can be used to sort needs into categories. The needs classification can be set accordingly, such as mandatory or optional. The need classification can be used to distinguish (for example) between needs that are mandatory versus those that are of a professional development nature. The options that appear in this list are set through the Settings menu. A code can be added which will be reflected in some Needs reports. Note this classification has no impact on end users and is purely used as a filtering and reporting option. |
|
Date Identified |
Date the need was identified or entered into the system |
|
Due Date |
When must this need be completed |
|
Notes |
Entered if additional notes relating to the need are required. This column is available in the Excel export report. |
|
Status |
Current means that the need has no corresponding record and that the need has yet to be completed. This is also known as pending training. |
Important: If a record already exists and a need is manually created through the needs page, the system will assume the need is required and will be displayed in the needs list (i.e. - the system will not recognise a record exists and will create a need). This does not apply to needs created via a role.