Schedule a Training Record

Use this process to schedule training for an employee.

Step 1 — Open New Training

From the Main Menu, select Employees, then click New Training at the bottom of the submenu.

Step 2 — Complete the Training Record

Follow the steps in the Training Record setup.

You can also select a predefined training template to simplify the process.

Step 3 — Choose the Training Date

Select a future training date to schedule the employee training.