You can add the different trainings that employees have completed, whether or not they are linked to a certificate, in order to calculate all associated costs.
- Navigate to the training creation form by going to Career Development > Training. Click on the + Add button.
In the training creation form, fill in the necessary information, making sure to select the employee(s) from the employees list on the right. If you do not know some information, you can always come back to it later.
💡Tip: To select multiple employees, hold down the Ctrl key.
Field Description Name of Training Select the associated certificate or enter the training title. If a training is linked to a certificate, some information previously entered during the certificate creation will be automatically added when the certificate is selected from the list of available certificates. You can modify this information as needed, for example to adjust costs according to the number of selected employees. Type of training Add a category for reference in order to generate reports (examples: OHS, Onboarding, Compliance, Other). Identification number Optional, but useful for generating reports by training. Trainings become easier to identify and find with sorting. Eligibility Eligibility refers to whether or not it is eligible for the 1% law. Folks HR will allow you to generate detailed reports on trainings that are eligible and not eligible for this law. This option is only available for companies with Quebec as the province in their company file. Department Used to filter employees in the employee list on the right. Attention! You cannot select an employee in one department, change department, and then select a second one. The employee selection is cancelled when changing departments. Start and end date Enter the start date and end date manually or display the calendar. You can also use the Add a Date Range button to add series of non-consecutive dates. The last end date will be used as the certificate acquisition date, if the training is linked to a certificate. Required hours What is the duration of the training in hours? This is used to calculate the wage cost of the trainer and participating employees. Internal or external instructor? Specify whether it is an internal or external instructor. If you select an external instructor, additional fields will be required. Instructor cost Divided cost (15 hours at $20 = $300 divided by the number of participants (e.g., 3) = $100 per person). Other instructor costs (e.g., provided meals, preparation, equipment). Travel cost Additional expenses you incurred for the travel and accommodation of employees participating in the training. The costs entered here will be divided among all employees who attended the training ($100 / 10 participants = $10/participant). Other costs This section contains additional expenses paid per employee.
If the costs entered here are individual amounts associated with each employee, you can enter the additional cost in these fields.
If you want global costs to be divided equally among all employees rather than costs specific to each employee, you can click on the Other costs in depth button, which will display a single field for all participants.
- If desired, you can add comments and attachments to the training. These items will be applied to all selected employees. Attachments are particularly useful if the training is eligible for the 1% Law, since you can keep here all documents proving the training, such as the course plan, attendance sheet, etc.
- When you are finished, click Save Data. The next renewal date will be updated for the selected certificate (if applicable). If you have the hourly wage entered in the profile, the information will appear in the training list. The total cost will also be calculated.
To edit or delete a training, simply click on the edit icon in the training list. When you edit an entry or add an attachment, the changes are applied to all selected employees.