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Add historic training

You can add training records for several employees at once or from before the start date of their current employment by using the Data Manager function.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 3 months ago

In order to add historic training to an employment, please follow the steps below:

  1. Go to Setup and click Data Manager.

  2. Click Historic Training.

  3. Fill in the employee’s number and the rest of the necessary details in the spreadsheet.

  4. Click Save then click Validate.

  5. To import the training to the employment, click Upload.

📌 Note: Training is added per employment and not per person, which means that if an employee has several employments you will need to add the correct number for the employment you wish to add the training for. Training will not be added to the employee’s other employments.

⚠️ Important: Please keep in mind that we will not be able to revert any issues caused by incorrectly using the Data Manager option.

If you would like us to make the bulk upload of training from our end, please reach out via the Digital Assistant and request to speak to an agent. Our Professional Services team can look into making this upload for you for a charge.

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