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Recording Training Evaluations

Josh Doughty
Updated
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This guide explains how to use the Training Evaluations feature to publish questionnaires to delegates on a training course, such as pre-course assessment or a feedback form.

 

Contents

 

Introduction

  • The Training Evaluations functionality in HR can be used to publish questionnaires to delegates prior to or on completion of attendance on a training event.
  • A Course forms the profile template for any happenings of that particular training. A default Question Set can be attached to a Course so that delegates attending that training are sent the required evaluation.

Notes: 

  • Training Evaluations need to be configured according to the questions that you want to ask which may be dependent on the training type or course.
  • Courses are set up in the Course Bank. A Course forms the default template for any training events of that course type.

 

To attach a Question Set to a Course

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Performance & Development Configuration > Course Bank Configuration
    • Pre-2025 (top) menu: People Admin > Training & Events > Course Bank
  • The screen will display all the Courses that have already been set up
  • Click the course title to which you wish to add a Question Set
  • From the drop down list Question Set select the appropriate set and then click Update

  • When an employee is booked onto an Event or a Course that has a Question Set attached to it, the question set will automatically populate the Question Set field
  • You can however, manually select the Question Set as required
  • Click Update

Note: Training Record/Details may be subject to Verification. The record will display a plus sign
alongside if it is pending verification

 

Delegate Evaluations

  • A questionnaire will be made available to an employee according to the scheduled time for distribution as defined in the Category
  • Click on the training record in question from
    • Latest (left-hand) menu: Performance & Development > Training Record
    • Pre 2025 (top) menu: Talent & Development > Learning & Development > Development > Training Details
  • The record will have an additional tab available called Evaluations and the available questionnaire will be visible

  • Click on the questionnaire to display the questions for completion

 

Evaluation Analysis

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Training Evaluations
    • Pre-2025 (top) menu: Talent & Development > Learning & Development > Training Evaluations
  • The screen will display all completed evaluations which can be reviewed or exported for further analysis

 

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