Request training for an employee
To request training:
Go to Employees
Select an employee
Select Training
From here you can create an manage an employees training
Select the check box for the training you would like the employee to complete
Select Save Changes to proceed
When to request training
You may need to request training if:
A new employee has joined
An employee is changes roles
Errors or issues are occurring
Processes have changed
An employees needs a refresher training
What to include
When assigning training, make sure to include:
The task or feature they need to learn
Any relevant guides or resources
Expected completion timeframe
Follow up on training
After assigning training:
Check that the employee has completed it
Confirm they understand the task
Provide additional support if needed



