This guide covers keeping your training catalogue, recording staff training, and tracking certifications and their expiry.
Before you start
- You need HR access to manage courses, records and certifications.
- Training records and certifications inherit their scope from the employee they reference.
- Course cost context is metadata only — it carries no payroll or accounting entries and is rejected if it contains them.
Steps
Add a course
- Go to HR → Training & Certifications and add a course. Name is required. Optional fields include Description, Category, Provider and Default duration (hours), and you can mark the course active or inactive.
[screenshot: the training course form]
Record training
- Add a training record for a staff member. Title is required; you may link it to a catalogue course or leave it as ad-hoc external training. Optionally set a start date, a completion date, a result, a provider and notes. The status is driven by the store and complete actions, not set directly.
[screenshot: a training record with course, dates and result]
Track a certification
- Add a certification a staff member holds. Certification name is required. Optionally record the Issuing body, a certificate reference (a stored-document reference only), an Issued on date, an Expiry date and notes. Status follows the lifecycle actions (such as revoke) and the shared expiry machinery.
[screenshot: a certification with issuing body and expiry]
Result
Training records and certifications are held against each staff member. Certifications approaching their expiry are surfaced on the HR overview so you can act before they lapse.