Knowledge Base

Training & LMS

This page is where you manage your company's training offering: the courses themselves, their scheduled dates (sessions), who is taking part, and how courses are grouped by topic. At a glance you can see which trainings exist, who is enrolled, and who has already completed a course. This view is for HR staff — employees see their own trainings in a separate self-service area.

What can I do here?

  • Create, edit, and delete trainings (courses)
  • Filter trainings by type and search by keyword
  • View a training's sessions (scheduled dates) — location, time period, instructor, status
  • View enrollments and filter them by status
  • Create and delete categories to group trainings by topic
Screenshot of the Training & LMS pageScreenshot of the Training & LMS page
View: /hr/training

Step by step

Create a new training

  1. Open the Trainings tab.
  2. Click New Training.
  3. Enter the name, description, category, and type.
  4. Optionally set the duration (in hours) and maximum number of participants.
  5. Check Mandatory if the training must be completed by certain employees.
  6. Click Save.

Edit or delete a training

  1. Find the training in the Trainings tab — use the search field or the type filter if needed.
  2. Click the three-dot menu in the row to edit its details, or the trash icon to delete it.
  3. A confirmation prompt appears when deleting — confirm to proceed.

Manage categories

  1. Open the Categories tab.
  2. Click New Category, give it a name, optionally a description and a color for easy recognition.
  3. Save the category — it will then be available as an option when creating a training.
  4. Categories no longer needed can be removed using the trash icon.

Check sessions and enrollments

  1. Open the Sessions tab and pick the training you want from the dropdown to see its scheduled dates (location, start and end date, instructor, status).
  2. Open the Enrollments tab to see which employees are enrolled in which training, filterable by status.
  3. For each enrollment you can see the enrollment date, completion date (if any), and the score achieved as a percentage.

Fields explained

Field Meaning Notes/Impact
Name Title of the training or category Required when creating
Description Free text explaining the content Optional
Category Topic group the training belongs to Optional; shown as a column in the overview
Type Delivery format of the training Determines the colored label in the list, see "Values & status"
Duration Time required for the training, in hours Optional; shown as "Xh", "-" if empty
Enrollments Number of employees currently enrolled Calculated automatically from enrollments
Mandatory Marks whether the training is compulsory "Yes" is highlighted visually
Max Participants Upper limit on the number of participants Only visible in the create/edit form
Title (session) Name of a single scheduled training date Can be left empty
Location Venue of the session Optional
Start Date / End Date Time period of the session Determines when the session takes place
Instructor Person leading the session Optional
Employee Person taking part in an enrollment In the "Enrollments" tab
Training Course an enrollment belongs to In the "Enrollments" tab
Status Current progress state (session or enrollment) See "Values & status"
Enrolled At Date the employee was enrolled Set when the enrollment is created
Completed At Date the training was completed Set automatically once the status changes to "Completed"
Score Result achieved, as a percentage Only shown if a value has been recorded
Order Sort position of a category in the list Lower number = higher up
Active Marks whether a category is currently usable Inactive categories don't appear as an option for new trainings
Color Color marker for a category Purely for visual recognition

Values & status

Training type

Label Plain-language meaning What happens then
Online Training takes place online Shown with a blue label in the list
Classroom Training takes place on-site Shown with a purple label
Workshop Interactive format Shown with an amber label
Certification Training leads to a certification Shown with a green label
Onboarding Induction training for new employees Shown with a pink label

Session status

Label Plain-language meaning What happens then
Scheduled Date is fixed but hasn't started yet Default status when created
In Progress Session is currently taking place —
Completed Session has ended —
Cancelled Session was cancelled —

Enrollment status

Label Plain-language meaning What happens then
Enrolled Employee is enrolled but hasn't started yet Starting status of every new enrollment
In Progress Employee is currently taking the training —
Completed Employee has successfully finished the training The completion date is automatically set to "now"
Failed Employee did not successfully complete the training —
Cancelled Enrollment was cancelled — 
stateDiagram-v2
    [*] --> Enrolled
    Enrolled --> "In Progress"
    "In Progress" --> Completed
    "In Progress" --> Failed
    Enrolled --> Cancelled
    "In Progress" --> Cancelled

FAQ

Can I also enroll employees in a training from here?
This management page only lets you view enrollments and filter them by status. The actual enrollment happens elsewhere in the system.

Why is there no button to create a new session?
The "Sessions" tab lets you view existing scheduled dates for a selected training, but not create new ones directly.

What happens to enrollments when I delete a training?
This view doesn't show that. Check whether active enrollments still exist before deleting a training.

Can a category be deleted while trainings are still assigned to it?
The page doesn't show a warning for this — check the "Trainings" tab beforehand to see which courses belong to the category.

What is the "Mandatory" field for?
It marks trainings that certain employees are required to complete, and highlights them visually in the list.