Training Plan Template

Add a Training Plan Template

1. In the left navigation menu, click Manage Employees.
2. Click the arrow button in the Action column for the desired employee.
3. Click Manage Training Plans. Note: The employee must have a job title assigned before a training plan template can be added.
   
4. Click Add Template.
   
5. Type a name for the template in the Name field.
6. Type a template description in the Description field.
7. Click the check boxes for all the trainings to include in the training plan template.
8. Click Save.

Edit a Training Plan Template

1. In the left navigation menu, click Training Plans.
2. Click View Templates.
   
3. Click the template name.
4. Update the template name and/or description, as desired.
5. Click Save.

Add Activities to a Training Plan Template

1. Click Add Activities.
2. Click the check boxes for the desired trainings.
3. Click Add to Training Plan Template.
4. Click Back.

Re-Order Activities in a Training Plan Template

1. Click Re-Order Activities.
2. Click on the activity you wish to move then drag and drop in the new location.

Delete Activities From a Training Plan Template

1. Click the X in the remove column for the desired trainings.
2. Click Back.

Assign a Training Plan Template

1. In the left navigation menu, click Training Plans.
2. Click View Templates.
   
3. Click the Possible Actions drop-down menu, and select “Assign.”
   
4. Click Go.
5. Select effective dates for the training plan template.
6. Click the check boxes for the employees you’d like to assign the training plan to.
7. Click Submit.

Delete a Training Plan Template

1. In the left navigation menu, click Training Plans.
2. Click View Templates.
   
3. Click the Possible Actions drop-down menu, and select “Delete.”
   
4. Click Go.
5. Click Confirm.

Duplicate a Training Plan Template

1. In the left navigation menu, click Training Plans.
2. Click View Templates.
   
3. Click the Possible Actions drop-down menu, and select “Duplicate.”
   
4. Click Go.
5. Click Yes.