Summary

You can use training plans to define development actions for individual employees. From the training plan, you can create nominations for individuals to attend learning events. When an employee completes their training plan, they are provisionally credited with the qualifications and competencies associated with the plan.

Training Plan Structure

The following diagram shows the entities and makeup records that are used in Training Plans. Training Modules records contain Assessment Factors so when you add a training module to a training plan you can copy across default assessment factors. You can associate Training Plan Course Types and Training Plan Competencies with Courses, and you can associate Training Plan Qualifications with Institutions.

Training Plan Life Cycle

The following diagram illustrates the main stages of the training plan life cycle. An employee, manager or delegate can submit a training plan through Self Service, or a PayGlobal user can submit it through PayGlobal HR.

Prerequisite Records

Before you can create Training Plans records, you need to set up the following types of entity records:

• Training Plan Categories
• Employees
• Training Modules

  Create Assessment Factors records.

  Create Training Modules record.

  Associate Assessment Factors with Training Modules record.

• Course Types
• Competencies
• Courses in Training Plan Course Types records and Training Plan Competencies records.
• Qualification Types

  Create Qualification Types record.

  (Optional) Associate Competencies with Qualification Types record to help define unit standards.

• Institutions in Training Plan Qualifications records.
• Training Plan Actions

  Note: Alternatively, you could create these records from within pick lists in the Training Plans record.