Help centre / Right to work and compliance
Set required training and record it
Say which courses each role needs, record who has done them, and see who is overdue before an inspection.
What you'll need: The courses you require, and how long each lasts, Certificates, if people already hold them.
Training shows who has done what, who is due, and who is overdue.
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Required courses are set once in Settings.
Choose required courses
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Step 1: In Settings, open Training.
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Start from one of ours, or add your own.
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Step 2: Say What is it called?, How is it taught? and How many months does it last?
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Step 3: Choose who must hold it, and How many days do new starters have to do it?
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Step 4: Save.
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Everyone it applies to shows as due on Training.
Record training
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Step 1: On Training, press Record training.
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Step 2: Choose the course and who completed it, with the day.
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Step 3: Attach the certificate if there is one, and press Record.
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People can also Request a place on a session, or Find a session for a course they need.
Add your own certificate (staff)
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Step 1: Open My training and press Add a certificate.
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Step 2: HR checks it and accepts it, or tells you why not.
Check certificates together (HR)
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Step 1: Open Training, Certificates.
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Tick the certificates you've opened and checked.
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Step 2: Press Accept selected (on a phone, Accept), then Accept.
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Up to 25 are done at a press.
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To reject one, open it and press Reject with your reason: rejecting is always one at a time. Your own certificate, and one you uploaded, never appear in your list: someone else checks them.
Stuck?
It says it can't be completed in the future
Record training only once it's done. To plan it, book them onto a session instead.
It says a certificate belongs to one person
Record each person on their own, so each one has their own certificate.
Someone can't be put on the rota
Their course is set so that Nobody without it can be put on the rota. Record their training first.
How long can I let someone off a course?
A waiver lasts at most 30 days from today.
Thanks. That helps us make the guides better.