How do I approve a training request from an employee?

When an employee has requested training, there are three main ways to access the request:

  1. You can find the request in your “My Alerts” page. From here, locate the alert and click on the “View Request” button to go to the training request page.
  2. You can also find the alert on homepage of the Employee record. Select the “Employees” option from the main menu, then navigate to the employee you wish to view and click on the “View” button for that employee. On the View Employee page, in the “Tasks and Alerts” panel, locate the alert relating to the request and click the “View” button. On the Alert Details page that is shown, click on the “Go To Request” button to view the request.
  3. From the employee record homepage, open the Employee Menu by clicking on the arrow on the right-hand side of the menu and select “Training” to view the employee’s training page. At the bottom of this page you will see a list of open requests. Click on the “Approve/Reject” button next to the request to view the request details.

When the request is shown, you will see the date and time the request was made and details of the requested training.

At the bottom of the page is a calendar view showing all absences for the employee’s team, location or department. This allows you to view the impact of the absence from a company perspective.

To approve the request and create the training record, click on the “Approve” button, or click the “Reject” button to deny the training request.

If you approve the request, you are then directed to the “Edit Training Record” page, where you may enter any additional details of the training, such as the current status and outcome for the training event.

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