Training Pipeline: Overview

Section Description

The "Training: Pipeline" section provides administrators with tools to assign, track, and manage employee training programs and courses. This section ensures employees are equipped with the necessary knowledge and skills to excel in their roles while maintaining a clear record of completed and pending training tasks.

Additionally, the "Training Settings" section enables administrators to create new pipeline templates with steps that align with the essential stages of the training process.

Each pipeline features a Kanban board that visualizes the training stages based on the selected template. Within an open pipeline, the admin can add employees to the current pipeline and manage columns (add, edit, delete, and move) except for the protected stages, Ready and Finished.

Features List

• Training settings
• Creating a new pipeline
• Editing a pipeline
• Deleting a pipeline
• Adding a new employee's training profile
• Adding a new stage
• Editing a stage
• Deleting a stage
• Employee's training profile
• Sending a training
• Delete a training 
• Delete training process
• Complete the training process
• Archive completed training processes

Feature Overview

Training Settings

To access pipeline template settings, click the Training Settings button in the Training Pipeline section. Here, administrators can create, delete, or edit templates to align with company policies. For more details on configuring training, refer to our dedicated article.

Creating a New Pipeline

To add a new pipeline, click on the New Pipeline button.

Enter the pipeline name and description, and select a pre-configured pipeline template from the Training Settings section.

The new pipeline will be added to the list. The admin can now add employees to the training process. 

Editing a pipeline

To edit a pipeline, hover over the gear icon and select the "Edit" option from the dropdown menu.

Deleting a pipeline

To delete a pipeline, hover over the gear icon and select the "Delete" option from the dropdown menu. 

Please note: Once a pipeline is deleted, it cannot be restored.

Adding a New Stage

Within each pipeline, the admin can add an additional stage to the pipeline. This feature allows for further customization of the training process, enabling admins to tailor the pipeline to the specific needs of the company or role.

To access a pipeline, click the "Open" button in the pipeline block.

Click the "Add new stage" button to add a stage to the pipeline. Enter the stage name and confirm the action. 

Editing a Stage

To edit a stage, hover over the gear icon and select the "Edit" option from the dropdown menu.

Deleting a Stage

To delete a stage, hover over the gear icon and select the "Delete" option from the dropdown menu. 

Please note: Once a stage is deleted, it cannot be restored, and all employees in that stage will be moved to the Ready stage.

Adding a New Employee's Training Profile

To access a pipeline, click the "Open" button in the pipeline block.

Click the "Add new employee" button to add an employee to the pipeline.

In the popup that appears, select an employee and confirm the action.

Employee's Training Profile

Each training pipeline is organized as a Kanban board with columns that can be customized in the Training Settings. Employee training profiles are displayed within the appropriate column based on their current stage in the pipeline.

The training status of each employee can be easily tracked. A status of "Ready" indicates that the admin needs to take action, while "Pending" signifies that the employee must complete assigned training.

The employee training profiles provide a comprehensive view of an employee's training progress and assignments. It includes a header with the employee's key information and a detailed list of all assigned courses and programs.

The training table displays detailed information about all assigned trainings, including:

• Training Name: Title of the program or course.
• Availability: Whether the training is mandatory or optional.
• Type: Specifies if it is a program or an individual course.
• Sent Date: Date the training was assigned.
• Due Date: Deadline for completion.
• Status: Indicates if the training is completed or still pending.

Sending a Training

Admins can assign training to employees by clicking the "Send Training" button. 

This opens a menu to select relevant programs or courses, set availability (mandatory or optional), and due dates, and add admin's comment. The feature ensures training is tailored to individual or organizational needs.

The system will remind the admin and an employee when the deadline approaches.

Delete a Training 

If a training needs to be removed, administrators can click on the corresponding delete icon in the training row. Once deleted, the training record is permanently removed and cannot be recovered. 

Delete Training Process

Admins can permanently delete a training process for an employee. This action removes all related records and data from the system, which cannot be recovered after deletion. 

To delete the training profile, click the "Delete" button and confirm the action. 

Complete Training Process

Admins can mark an employee's training as "Finished" once all required training is completed. This action is irreversible but ensures the completion status is reflected in the system. 

To complete the training process, click the "Finish" button and confirm the action. 

Archive Completed Training 

Once the training process is marked as completed, the admin can archive the training profile. 

To archive the training process, click the "Archive" button and confirm the action.