Creating and modifying training plan

Creating and modifying training plan

Training plans can be created for each employee based on the training needs during the year. A tentative month when the training is to be provided is also identified. The process of creating training plan is linked with the Individual Development Planning process within the Performance Management module.

Quick Access : Manager's Role > Update Training Plan
Accessible to : Manager

In the beginning of the year the status of all training plans would be pending unless for some employees training needs have been identified during the performance review cycle. Manager is responsible for finalizing the training plan for his reportees, he can select a set of trainings and give a target month for completion.


Use "Edit" button to create a training plan or edit an existing for an employee. You can also use the "Bulk Upload" button to create training plan using excel upload for multiple employees.

Training plan is made for each year and in the beginning of the year. The year for training is same as the performance review year and can be defined independently if Performance Management process is not activated.

The target month given here is only indicative and is used by the Training Manager to plan trainings.

Updation of Training Plan during the year

Status of trainings in the training plan changes from Pending to Attended when employee attends the training. In some cases it might happen that employee has already attended the training and the plan is made later, in such a scenario the training will be shown as Attended immediately on plan creation. If more than one instance of that training has been attended the first instance will be mapped.

A training which is updated as Attended cannot be removed from the plan. New trainings can be added to the plan but the recommended month will have to be within the training year.

Whenever changes are made to the training plan or a new plan is created appropriate alerts are sent to the employee and training manager.



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