Training Status and Assigning Training

By default, staff do not have access to any of the training stages.

There are three ways in which staff are assigned to training courses.

• It is a requirement on their assigned skill (see Skills).
• They have completed a training stage and have been granted automatic access to the next stage (you can configure this on each stage).
• You manually assign them.

To manually assign staff or view each staff member's general status, go to Training > Staff Member Training Status > Staff Training Certificates.

The page shows each employee followed by all of the training stages in your StaffSavvy. The legend in the top left shows the status of each employee for each stage. You can filter the list of staff by names or venues using the filters in the top right.

You can also choose which training stages to see in the list. Use the option in the Action menu to change which stages you are managing.

Clicking on the red cross will change the icon to the yellow star which indicates that the staff member has access to that stage.

Clicking on it again will mark the stage as complete and allow you to set the pass date and upload a certificate by clicking on the edit pencil icon. The pass date will be used for stages that expire after X months to warn you and the employee that the training is expiring.

Clicking on the green tick will return the status to the red cross (no access).

All changes are instant on this page, but no emails will be dispatched, so you can update this as needed.

Granting Training Access in Bulk

You can use the bulk feature under the Actions menu to approve multiple staff members in one go. This popup allows you to grant access to a training stage to multiple staff members in bulk.

The three filters, level, venue and skill, must all be matched for a staff member to be given access. As you select your filter options, confirmation of how many staff will be included in this filter will be shown at the bottom of the popup.