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.
Available Options on This Page
Filters
Sort By
Upload External Training Records
External Training Status
More Options
Export to Excel
Records per Page
Main Grid
1. Filters
Filters allow users to narrow down the records displayed in the grid.
The following filters are available:
Person Identifier
Training Provider
Training Title
Completion Date (From / To)
Expiry Date (From / To)
2. Sort By
Records can be sorted according to user preference.
3. Upload External Training Records
Clicking this option displays three methods for uploading records:
4. External Training Status
This section displays training records based on their status:
To Do
Expired
Expiring
Passed
All
By default, To Do is selected and displayed in the grid. Users can select any status to filter the records accordingly.
5. More Options
This menu includes:
Bulk Edit External Training Records
Bulk Delete External Training Records
6. Export to Excel
This option allows users to export the training records to an Excel file.
7. Records per Page
Users can choose how many records should be displayed per page in the grid.
8. Main Grid
The Main Grid displays all training records.
When hovering over a record, the Upload External Training Record option becomes available. This allows managers to upload or update training records for a specific user directly from the grid.