Training requests give your team a simple way to ask for the courses and materials they need, and give managers one place to approve them. Every request, decision and completed course is recorded.
Before you start
Training requests are on the Standard, Professional and Enterprise plans, alongside onboarding.
Ask for training
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Open Training Requests
Open your account menu and choose Training Requests, then select Request Training.
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Describe it
Give it a title and explain what the training is and why it will help in your role.
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Add the course or the material
For an online course, choose link and paste its web address. For material you already have, choose file and upload it, such as a PDF, a presentation or a video.
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Add the cost
If it costs money, enter the price and currency so your manager knows what they are approving.
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Send it
Submit the request. Your managers and your administrators are told straight away.
Approve or reject a request
Managers open the request from their notification, or see all their team's requests on the team training page. Approve it and add any notes, such as when to book it, or reject it with a reason so the person understands why.
Mark it complete
Once the training is done, the person marks the request as completed. Their list shows every request and its status: pending, approved, rejected or completed.
Building a training record? Completed requests, together with the onboarding modules each person has finished, give you a clear picture of the training your team has had. See onboard a new starter.