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Employee Courses

One record per course an employee has been through, with who delivered it and when. Courses the company ran come across from the training module. Courses he took before he joined, or paid for himself, are entered here by hand.

Where
People Directory › Employee Courses
Who uses it
The HR officer, at hiring and after each course
When
With the employee record, and whenever a course is completed

What it is for​

The question this screen answers is what training a man has actually had, pulled together in one place regardless of who paid for it. A training manager planning next year's calendar needs it, and so does anybody deciding whether a man is ready for a supervisor's job.

Each record names the course, who delivered it and the dates. The Source Type says where it came from: a company training session, or something external and academic. For a company course there is also the training session it was taken on, which ties the record back to Training Schedule and the attendance that was recorded there.

Courses are the lightest of the three history screens. A course has no expiry, which is what separates it from a certificate, and no level, which is what separates it from a qualification. See Employee Certification and Employee Education.

Every field, in plain words​

FieldWhat it meansWhat to put in itNotes
EmployeeWho took the courseEMP-0427 Imran QureshiRequired. Pick him from the list
Source TypeWhether the company ran it or he took it outsideMTMT Company Training, a session the company arranged. EXT External / Academic, anything he took elsewhere
CourseWhich courseCRS-FIRSTAID Basic First AidRequired. Pick it from Course
InstitutionWho delivered itRESCUE-1122Required. Pick it from Institution
Training ScheduleThe company session it was taken onTS-2025-014Only for a company course. Pick it from Training Schedule
NotesPassed the practical, refresher due in two years

Period​

FieldWhat it meansWhat to put in itNotes
Date FromThe first day of the course08-Apr-2025Required
Date ToThe last day09-Apr-2025Same as Date From for a one day course

How to configure it​

  1. Set up Course and Institution first, and group the courses if there are many.
  2. Open this screen, create a record and pick the employee.
  3. Set the Source Type. For a company course, pick the Training Schedule session as well.
  4. Pick the Course and the Institution that delivered it.
  5. Enter the dates, and note the result in Notes.
  6. Save, and repeat for each course.

Scenarios​

A joiner lists four short courses on his resume​

Four records, Source Type External, with the institution and the dates from whatever evidence he has, and a note in each saying what was verified and what was not. An unverified course recorded honestly is more useful than one left out.

Fourteen workers attended the safety refresher the company ran​

One record each, Source Type Company Training, pointing at the training session they attended. The session itself and who turned up are held in Training Attendance. These records are the per person history that survives after the session is closed.

A course led to a certificate​

Record both. The course here, with its dates, and the certificate on Employee Certification with its validity period. The certificate is the thing that expires and the course is the thing that happened.

What it is connected to​

If something looks wrong​

  • "The training schedule list is empty" - the Source Type is set to external, or no sessions have been set up. Only a company course has a session behind it.
  • "A course does not show against the man although he attended the session" - training attendance and this history are separate records. The course record has to be created for the history to show it.
  • "Dates are the wrong way round" - the end date is before the start. For a one day course put the same date in both.