Training Module

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Contents

Supervisor Submits a Training Request

Description

  • Supervisor should be able to submit training requests for his/her employees.

Acceptance Test Cases

  • Supervisor can specify a training description, select and add employees that report to him/her, and submit a training request.
  • Supervisor can select multiple employees from a list of employees that report to him/her.
  • Supervisor cannot add employees that do not report to him/her to a training request.
  • System specifies an automatically generated training id.
  • Supervisor can override the automatically generated training id with a different training id.
  • Supervisor is not allowed to submit a training request with a training id already in the system.

Screens

Image:AddTrainingRequest.jpg

HR Admin/Supervisor - View List of Trainings

Description

  • HR Admin and supervisors should be able to view a list of training.

Acceptance Test Cases

  • HR Admin can view all trainings in the system
  • A supervisor can view all trainings of employees that report to him/her.
  • The state of a training could be any of the following:
    • Requested
    • Training arranged
    • Training completed
  • In the training list, it is possible to filter the training displayed used the above fields.
  • HR Admin and Supervisors can change the states of trainings.E.g. mark training completed.

Screens

Image:AddTrainings.jpg

HR Admin/Supervisor - View Training Details

Description

  • HR Admin and supervisors should be able to view details of each training.

Acceptance Test Cases

  • HR Admin and supervisors can select a training from the list of trainings shown to them and view more details of a training.
  • The following details will be shown:
    • Training course
    • Cost
    • Company

HR Admin - Add/Delete Trainings

Description

  • HR Admin should be able to add/delete trainings

Acceptance Test Cases

  • HR Admin can specify a training description, select and add any employee to the training, and create the training.
  • System specifies an automatically generated training id.
  • HR Admin can override the automatically generated training id with a different training id.
  • HR Admin is not allowed to submit a training request with a training id already in the system.
  • HR Admin can delete any training.

HR Admin - Adds Training Details

Description

  • HR Admin should be able to add and edit details for each training.

Acceptance Test Cases

  • HR Admin can add the following details for each training:
    • Training course
    • Cost
    • Company
    • Notes
  • HR Admin can edit training details.

Screens

Image:EditTraining.jpg



Discussion

[Add your suggestions for changes here]

BruceC: Reports

  • We should add something here about reporting capability, surely? At the very least, the data resulting from this module should be available in each employee's PIM screen. And under ESS, the employee should be able to view all training requested, scheduled and delivered for them - this adds an error checking method as well as providing access to the information for the employees.
  • As a line manager, I would need to see reports (based on an entered time period, for staff reporting to me) for: all training requested; all training arranged and the cost per training and the total cost; all training delivered and the cost per training and the total cost. Optionally, broken down by type of training.
  • As a senior manager/HR manager, I'm going to need to generate the above reports for any section of the hierarchy that I choose; and summary reports that show me the way that training budgets have been spent.

BruceC: "Company" field in training details

  • Training won't always be delivered by an external company. For example in my organisation the majority of training is delivered internally. I suggest this field be relabeled "Provider" which then covers all situations.
  • To encourage data consistency, and thus useful reporting, could we have a drop-down list of providers who have already been created in the database, with the option to add an additional training provider at time of request if required?

BruceC: Additional data field "Training Type"

  • The way that the data is being defined above will lead to reporting problems: using a freetext description for the training request means it will be too difficult to consolidate records. I think that there needs to be another data field, "Training Type" which would be a short text string. For example you could use training type "Language Training" for English, French and Swahili training; "IT training" for Java training, touchtyping classes and how to use OrangeHRM ESS; and so on. This field could then be used to group related training together in reports. That capability will be extremely useful for HR staff who are trying to coordinate and evaluate training, as well as make reports for managers shorter and more meaningful (what's more practical - a 20 page listing of hundreds of training activities that have taken place, or a one page summary of expenditure this quarter broken down by type of training?).
  • The level of detail contained in this field would be used flexibly, depending on the needs of the organisation. For most organisations high level categories such as "IT Training" would be sufficient; but for a tech company the grouping level would be much lower, perhaps "Sys Admin Training", "Programming", and so on.
  • Entry of data in this field at time of request would preferably be via a drop-down of fields currently in use, as previously defined by the HR admin.

BruceC: Clarify "Cost" data field

  • Cost specified in the training details should be clearly labelled "Cost per person". Otherwise the ambiguity will lead to different ways of entering the cost data (per person, or total cost of the training for the 5 attendees going?) - meaning that reports about the costs will not be accurate.

BruceC: Feedback

  • Though this is an advanced feature, it's one that should be used by all organisations. There's no process built in for feedback on the training. Thinking ahead to my HR staff using this system to manage training, I can see that they're going to need to do training evaluation manually. That's clearly not ideal, when the alternative would be to make use of our OrangeHRM HRIS with its built in ESS framework.
  • Employees will presumably be able to view their training records in ESS. From there, the next step would be to allow them to provide feedback on the training, which can then be used by the HR staff to improve what they're doing, and evaluate what they've done. To implement this you wouldn't need to go as far as customisable course feedback questionnaires or anything like that - you could keep it very simple and just allow some basic feedback. For example a 1 to 5 rating scale on three questions: Overall satisfaction with the training? Did the training meet your needs? Quality of the training?
  • The HR staff should then be able to access this data including reporting on average ratings for trainings, for training types, and for training providers.

Bbailey: Hours

  • Many professions require a particular number of training hours for employees yearly i.e. teachers, medical personnel, police officers, firefighters. There should be an area to enter the number of hours for each course and a method to calculate the total number of hours accrued over a time period for all training complete by any employee.

Bbailey: Certifications

  • A check box or text box indicating if training resulted in certification or qualification would be helpful.

D K Shukla:Addition to Training Details

There should be provision to set following at the time of defining training

type of training i.g Compulsory / optional

Level of training - Local (department) or Global (with in company)

duration of training

life cycle of training

List of job title for which training will be suitable

minimum qualification and work experience required for training

Achievement of after training - Skill improvement, efficiency improvement, new learning, knowledge enhancement, safety etc

required qualification, skills and experience of trainer

Minimum number of trainee in a batch required to conduct training

Maximum number of trainee in a batch allowed in training

List of infrastructure requirement for conducting training

list of Suitable employees as a trainer

list of suitable training company

training cost budget calculator should have different fields for different expences like trainer fees, training material cost,equipment cost etc

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