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Training

The Training module in safer.plus helps you manage employee training records, schedule sessions, and track certification compliance.

Training

The Training module can store information about training courses, professional certifications, and other employee related records that are relevant to the business.

Managing Training Records

Training Record Status

The status is automatically set based on the expiration date of the training record and the duration of the training type.

  • Archived: Training record is no longer the most current one. Newer records of the same type exist.
  • Valid: Training is current and within its validity period.
  • Pending: Training is nearing its expiration date.
  • Expired: Training validity period has ended. A renewal needs to be scheduled.

Tip

Training records without an expiration date are valid indefinitely.

Create a Training Record

New Training Record

  • Open the employee record
  • Click on "New Training"
  • Select the training type or create a new one
  • Set the completion date
  • Upload supporting documents (certificates)

Renew Training Record

  • Open the existing training record
  • Click on "Renew Training"
  • Set the completion date
  • Upload supporting documents

Batch adding Training Records

Batch adding Training Records

Batch adding training records is available through the People module. Through batch adding, the training records added will be identical for all selected employees. This includes the attached documents.

You can use batch adding to add training records when a file is not attached or when the file attached is the same for all selected employees.

  • Navigate to the people module
  • Select the employees you want to add the training to
  • Click on the edit icon on the top right
  • Enable the checkbox in the Trainings section
  • Click on the Create New button
  • Input the training details
  • Save

Dashboard Integration

Training compliance status is visible on the Dashboard, showing: - Upcoming renewals - Overdue trainings

Best Practices

  • Schedule trainings well before certification expiry
  • Maintain digital copies of all certificates
  • Set up email reminders for renewals
  • Regularly review compliance status
  • Keep training materials up to date

Support

For assistance with training management, contact [email protected].