For admins only

Training records is a tab on the employee profile where records of training types completed by an employee can be created, stored and downloaded. The training record types will be created under employee settings. 

To create a new Training Type:

You must be an admin to do this.

  1. Login to Bizimply online.
  2. Click on your name/email in the top right.
  3. Go to Settings > Employees > Employee Training.

Here you will be able to view Active and Inactive Employee Training.

4. Click +Training Type.

All training types are connected to records created in employee profiles. Therefore deleting and editing training types will affect existing records.

How to Edit current Training Types:

  1. Click into the Training in question.
  2. Click 'Edit' - The fields will be disabled until you click 'Edit'.

When you try to edit or deactivate a Training Type you might receive the pop ups below:

Deactivate will send the training type to the inactive tab, where it can be either deleted permanently or reactivated. If it is deactivated, historic records still appear on an employee profile tab. It just means that the training type will not be available to add  to an employee record going forward.

Reactivate moves the item to the active tab in settings and is available again to add to employee records .

Delete will link you a new page explaining the implications and requiring the user to type the word “DELETE”.

To see how to add a training type to an employee profile, please read this article

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