Mandatory training is part of everyday company life. It is required by law and must be carried out regularly. Typical topics include occupational safety, emergency training, health and data protection.

To declare specific training courses or e-learning courses as compulsory training, three steps must be taken in Evalea :

1. Defining a Training Obligation
2. Assigning the Training Obligation
3. Marking further training / e-learning as compulsory training

In the following chapters you will learn the necessary steps.

Defining a Training Obligation

You can define the training requirement using the "Obligatory Training" add-on.
You can find the add-ons within the main menu on the left side:

After clicking on "Obligatory Training" within the add-on overlay, you will be taken to an overview of the training requirements you have already created:

1. Shows you the name of the respective training requirements.
2. Shows you the validity of the respective training requirements .
3. Shows you the respective category of training obligations. The training obligations are displayed sorted by category.
4. Shows you the description of the training obligations using the “i” symbol.
5. Shows you the number of employees who have been assigned the training requirement.
6. Allows you to access the individual options per training requirement. See the bottom of this page for more details.
7. Use the "+" symbol to define new training requirements.

Options

1. By clicking on the reminders of training obligations you have the option to send reminders for training obligations.
2. By clicking on the settings you can adjust the name, validity and category of the respective training requirement.
3. The training requirement can be assigned directly to all active employees or to individual groups you have created using the employee symbol .
4. The respective training requirement can be deleted using the delete symbol .

Creating a training requirement:

Click on the “+” symbol within the training requirement add-on. The following window opens:

1. Specify a name for the training requirement.
2. Indicate the validity (example 365).
3. If you tick the box , the training requirement should only have to be fulfilled once.
4. Assign the training requirement to an existing category or create a new one by entering the name of the new category in the field.
5. Add a description that is visible to employees.
6. Click Save to create the training requirement.

Assigning Training Responsibilities

In order for Evalea to know which employees have to fulfill which training obligations, training obligations must be assigned to one or more employees. This can be done in three ways:

1) Manual assignment within the employee profiles:

• Open the employee profile
• Click on the tab “Mandatory Training”
• Click on the “+” sign
• Select the training requirement
• Save your selection

2) Manually assigning to groups or all active employees:

• Open the add-on “Obligatory Training”
• Click the Assign icon
• Select either “all active employees” or the desired group
• Click “Assign”
• Confirm your selection

3) Automatic assignment via a rule in the contacts import:

• Open the import page (Settings → File Imports) and select your contacts import
• Click “Add Rule”
• Select the rule “Add mandatory training”
• Further define the rule. Multiple training obligations can be assigned to all or to specific employees per rule
• Pay attention to the sync mode. For more information, see here: Sync Mode
• Click “Save”
• The assignment of training obligations takes place during the next data import or by manually clicking on the "Play" symbol within the rule.

Marking Training / E-Learning as Compulsory Training

You can mark both individual training courses and entire training types as training requirements. Training courses that are part of the training type fulfill the training requirements of the training type.

Trainings:

Select the training requirement from the drop-down menu provided:

Types of Trainings:

Select the training requirement within the settings of a training type using the drop-down menu provided:

E-Learnings:

Select the training requirement within the settings of an e-learning course using the drop-down menu provided: