How do I assign an employee to a training plan?

You may want to assign an employee to a training plan. This article will show you step by step how to create the employee, within the Training Module, and assign them to a plan.

Please note, it is typically only Administrators who have permission to create employees.

To assign an employee to a training plan, sign in to RiskProof.

Click the Training module in the left-hand navigation.

Click the Manage colleagues tab.

Then click the Create colleague button.

Complete the mandatory Forename, Surname, Training plan and Location fields.

Use the dropdown menu to select which Training plan you would like to assign the employee to.

Ensure the Currently employed box is ticked.

Once you have filled in the fields, click the Create new button to save the colleague.