Training Event
Training Event
A Training Event allows you to schedule organized learning activities such as seminars, workshops, conferences, or classroom sessions within a given Training Program.
It allows businesses to schedule, conduct, and monitor training sessions with complete records of who participated and what occurred.
You can also use this tool to invite staff to the Training Event. This ensures that they are aware in advance and you can keep record of who attends.
This makes it easier for companies to develop employees and understand how good their training programs are.
1. Requirements
It is a good idea to ensure that the following records are created and present in the system prior to establishing a Training Event.
Training Program: The event has to be linked to a current Training Program so that it is logical and aligned with the goals of the organisation.
Employee: Employees need to be in the system so that they can be invited, enrolled, and tracked as attendees of the Training Event.
2. How to Plan a Training Event
Click on New in the list of Training Events in order to create a new event record.
The Event Name so that you will know how to find the training session again.
Select the kind of event, such as a workshop, seminar, conference, or web session, depending on how it will be organized.
Select the Event Level (Beginner, Intermediate, or Expert) to indicate who the training is targeting and how difficult it will be.
To contact the trainer and schedule, complete the Trainer's Name, Email, and Phone Number.
Select the Event Course, and enter the time and venue where the training will occur.
You may also add a short description of the training event to define its objectives, topics, or what individuals will be learning.
Once you are through entering all the details, click "Save and Submit" to complete and initiate the Training Event.
- If the Training Event is a certificated course, check the box beside "Has Certificate" so that individuals who complete it are able to obtain credentials.
3. Characteristics
3.1 Inviting Employees to Attend the Event
You are able to invite employees to attend the Training Event directly by selecting them from the Employees table in the document.
Each employee's status will default to "Open" when you create them. This indicates they are invited but not yet confirmed.
When you publish the training event, the email will automatically go out to all invited employees.
It is based on the system's default "Training Scheduled" email alert, and you can modify the content of this alert to suit the requirements of your organisation.
This ensures that employees are aware of when they are undergoing training, and HR is able to monitor who was invited and who attended in ERPNext.
