This help guide will show you how to enter a training activity for a subset of employees.
Contents
Introduction
- There may be instances where you need to record a training activity for a group of employees, eg a the management team is attending a training day.
- Rather than repeating the data entry for each employee record, the training activity can be recorded at the same time through the Bulk Change facility.
Entering a training activity for a subset of employees
- Go to the following area:
- Latest (left-hand) menu: Data Management > Bulk Change
- Pre-2025 (top) menu: People Admin > Tasks > Bulk Change
- A screen displaying a three step process will be displayed
Step 1
- Click Select person subset
- The subset screen will be displayed enabling you to select the records for whom the change is to be made. Follow the subset steps
Step 2
- The screen will display your selected employee records in the Step 1 column
- In Step 2 there is a choice of Action or Field
- Since it is data that is to be recorded click Action and from the drop down list select Create a Training Record
Step 3
- For this particular change there are no processing options so Step 3 is not required
Enter details
- Click Continue
- Click on the icon in the top right of the screen to view the records selected
- On the training data entry screen, record the training activity as required
- If you have pre-set Courses or Events click the search button to find the course and the details will populate
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Note: The Department (or whatever Org Unit 1 is named in your system) will display the department of the person who is completing the bulk change. In the above example it's Human Resources and the dropdown list can be adjusted as needed. It's recommended where possible to add bulk training entries to a subset of people in the same department, but the field can be amended on an individual basis after the records have been entered if needed. |
- Click Complete and Return to Bulk Change
- Click Finish on the Bulk Change screen
- An on screen report of the changes will be presented. Click Export to PDF to save a copy
- To view the data entry record for any of the individual employees in the affected subset select the required employee record go to the following area:
- Latest (left-hand) menu: Performance & Development > Training Record
- Pre 2025 (top) menu: Talent & Development > Learning & Development > Training Details
| Note: Bulk Change is irreversible so care should be taken when selecting the group of records and in ensuring the data entry is accurate. Eg correct dates etc as any inaccuracies will be replicated for as many records as are in the subset. |
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