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How to manage training requests

Introduction

This article tells you how to manage training requests.

  1. Prerequisites
  2. Manage training request as a manager
  3. Manage training requests as an administrator
  4. Manage training requests as an employee

Prerequisites

To manage training request, the module Training must be configured with the appropriate user rights.

 

Manage training requests as a manager

When an employee has requested a training, the training approval request will be shown on the dashboard of the manager. Click on Training request(s) to approve. In the following screen the manager gets an overview of the training requests:

  • Employee who requested the training
  • The training that has been requested (with days and hours)
  • Cost of the training if it has been filled in on the training

When you hoover over the training request you get a button to approve or decline.

If you want more information about the training you can click on the training request. A screen opens and depending on the configuration the following fields will be visible; the motivation to follow the training, the dates and hours of the training, the targeted audience for which the training is set up, the required knowledge, the cost, supplier and trainer, the type of the training and the competences you acquire from following the training.

 

In the right upper corner, the manager can approve or decline the training.

 

 

Manage training requests as administrators

To get an overview of the requested trainings, go to Admin-Training-Training requests.

Search the request you want to view/edit. In the right lower corner, you can edit the request and change certain fields.

 

Manage training requests as an employee

As an employee you can cancel the training request you made. Go to Training and in the overview open the training you requested. 

In the right upper corner click on Cancel this request. Fill in the cancellation reason and motivation, if needed, and confirm.

(The cancel option will only appear if the administrator has configured reasons to cancel the training -> Admin - General - List - Training cancellation reason)