How do I get started with training administration?

Last reviewed 11 October 2026 · Part of Training administration

Accessing the Module

Open Training from the left sidebar (look under Transactions). This opens the Training Programs list. Employees use My Training in the sidebar instead (see Section 19).

Enabling the Module

The Training module is controlled by a feature flag. An administrator must enable it:

1. Open Settings ▸ Automation ▸ Module Toggles
2. Switch Training Administration ON
3. Save and refresh the browser — the Training menu item will appear

Creating Your First Program

1. From the Training Programs list, click Add Training Program
2. Enter a Title (required)
3. Select Training Type (In-House or External)
4. Set Start Date and End Date
5. Click Save Draft

The program is created in Draft status. You can now add skills, enroll participants, and attach materials before scheduling.

Who does what: HR runs the program, employees enroll or request training, and an approver decides requests when workflow is on.