Type of Trainings in Settings – HR Records
The Type of Trainings feature in the Settings – HR Records module is designed to create and manage various categories of training programs conducted within the organization. The information configured here is directly used in the Training Program screen under the Training menu. This ensures that all training sessions are classified under standardized types for efficient management and reporting.
Create a Training Type
To create a new training type, follow the steps below:
Step 1:
From the Type of Trainings screen, click the Add button.
Step 2:
The system will open a new screen titled Add Type of Training. Enter all relevant details for the new training type, including fields such as:
| Field Name | Description |
|---|---|
| Training Type Name | The name or category of the training (e.g., Basic Training, Safety Training, Technical Training). |
| Description | A brief explanation of the training type and its purpose. |
After entering the necessary information:
– Click Save to store the data and complete the process.
– Click Close to exit the screen and cancel the operation.
Edit a Training Type
To modify an existing training type:
Step 1:
Locate the data line you wish to edit and click the Edit icon or button.
Step 2:
The system will display the Update Type of Training screen.
Make the required changes to the fields, then:
– Click Save to confirm and update the record.
– Click Close to exit without saving any changes.
Delete a Training Type
To remove a training type from the system:
Step 1:
Click the Delete icon corresponding to the data line you want to remove.
Step 2:
A Confirmation Message will appear.
– Select OK to confirm deletion.
– Select Cancel to abort the operation.
Note
Deleted training types cannot be recovered. Ensure that no existing training programs are currently linked to the type before deleting it.
Export Training Type Data
The system supports data export in multiple formats, including Excel, CSV, PDF, and Print. There are two ways to export training type data:
Method 1: Export All Data
1. Click the Display function and select All to show all available training types.
2. Once all data is visible, select the Export function.
3. Choose your preferred file type for export.
Method 2: Export Based on Search Conditions
1. Enter search criteria in the Search field.
2. The system will filter and display the results based on your input.
3. Click the Export function and select your preferred file type.
Conclusion
The Type of Trainings feature ensures that HR departments can standardize, update, and manage organizational training categories efficiently. Proper classification of training types enhances reporting accuracy and supports the seamless creation of structured training programs.