The Upload User Training page allows managers and sub-managers to upload and manage in-house or external training records for users and link them to the user’s Human Focus profile.
Training records can be added one by one or in bulk using an Excel file. All uploaded external training records are displayed on this page, making it easy to manage everything from a single location.
How to Access This Page
Go to Administration
Select Trainees
Click Upload User Training
Overview of the Main Grid
The main grid displays all external training records uploaded for users.
Each record shows the current training status, such as:
Passed
Expiring
Expired
This allows managers to quickly review and manage user training records.
Upload a New External Training Record
To upload a single training record:
Click Upload Training
A pop-up window will open.
Select the User
Select the Training Provider
If the provider is not available in the list, add the training provider first.
Once added, return to this page and continue with the upload.
After selecting the training provider:
Select the Training
Select the Expiry Date, if applicable
If the training does not expire, select No Expiry
Upload the Certificate, if available
If no certificate is available, select “Check if you don’t have a certificate”
Click:
Save & Close – to save the record and close the pop-up
Save & Upload More – to save the current record and keep the pop-up open to upload another record
Upload User Training in Bulk
Managers and sub-managers can upload multiple training records at once using an Excel file.
Steps to Upload in Bulk
Click Bulk Upload Training
A pop-up window will open
Download the Excel template
Fill in all required information in the template
Upload the completed Excel file and click Upload
Reviewing Upload Errors
After uploading the file:
You will be taken to the next screen where any unsuccessful records are displayed
Each failed record shows the error or reason for failure
You can fix the errors directly on this screen
Once all issues are resolved:
Click Submit After Fixes
You can also:
Export unsuccessful records to Excel
Fix them and upload again
Selecting Discard will display a confirmation message where you can choose Yes or No.
Filters
Filters can be applied to the main grid to quickly find specific records.
The following filters are available:
Person Identifier
Training Provider
Training Title
Training Status
Completion Date (From / To)
Expiry Date (From / To)
Sorting
Records in the main grid can be sorted using the following options:
Person Identifier (Ascending / Descending)
Training Provider (Ascending / Descending)
Training Title (Ascending / Descending)
Completion Date (Ascending / Descending)
Expiry Date (Ascending / Descending)
Export to Excel
The Export to Excel option allows you to download all records displayed in the grid.
Exported data follows the applied filters and sorting
Useful for reporting and offline review
More Options
The More Options menu provides additional bulk actions:
Bulk Edit Training
Bulk Delete
Bulk Edit Training
This option opens the main grid in edit mode, allowing managers to update multiple training records at once.
Make the required changes across records
Click Update to apply changes to all selected records in one action
Bulk Delete
This option allows managers to delete multiple training records at once.
Click Bulk Delete
Select the required records from the grid
Click Delete
Confirm the action to remove the selected records
