The employees' training records will be stored here, or transcript details. Certifications, Learning Plans, and courses will display. All completed courses will move from the My Assigned Courses and Enrolled Courses under My Learning Plans, to My Training History.

Add to History

To add any historical courses or certifications completed by an employee prior to joining the organization or completed outside the LMS, click Add to History. This can be configured to be turned on or off, see Roles for more details.

Add a Course Completion

1. Click Add to History.

   

2. From the drop-down menu, select Course.

   

3. Enter the necessary information for the course (* - Required Fields):

   

   • *Course Title - Select the Course Title from the drop-down list (list is the same as the courses listed in the catalog). Select Add New Course, if course is not listed in the drop-down, add course title in the available text box.
   • *Add Course Title - This will automatically populate with the selected course from the course drop-down list. If Add New Course was selected, insert course title in the available text box.
   • *Completed Date - The date of when the employee completed the course.
   • Grade - If applicable, usually a percentage, but can be a letter grade too.
   • *Training Type - The list is created by the Admin, select the appropriate option.
   • Cost - If there was a cost associated with the course.
   • Provider - If there was a third-party provider who hosted the training.
   • Duration - Duration of course in Hours and Minutes.
4. Click Save when finished. The employee's Manager and the Training Administrator will both need to approve the request to add a course to the employee's training history.

Add a Certification

1. Click Add to History.

   

2. From the drop-down menu, select Certification.

   

3. Enter the necessary information for the certification (* - Required Fields):

   

   • *Certification - Select the Certification from the drop-down. The certification list is created by the Administrator.
   • *Add Certification Title - This will automatically populate with the selected certification from the certification drop-down list. If "Add New Certification" was selected, enter the certification title in the available text box.
   • *Start Date - The beginning of the certification period.
   • *End Date - The certification expiration. When an Admin sets up the certification, they determine the sequence of the email reminders and who they should go to. The notifications will allow the employee to take action on renewing their certification/license.
   • Upload a Document - Uploading a document such as the actual certificate. This can be done using a camera on a mobile device to select and upload (optional). This will be attached to the certification for employees, managers, and Admins to view and print, if necessary.
4. Click Save when finished. The employee's Manager and the Training Administrator will both need to approve the request to add a course to the employee's training history.