Managing Training Records

Overview

LEO HR helps you maintain accurate training records so you can monitor employee qualifications, mandatory training and renewal dates from a central location.

Before you begin

You'll need:

  • Owner, Senior or Manager access
  • An employee record

Step 1 – Open the employee record

From the dashboard, select Employees and open the relevant employee profile.

Step 2 – Add training details

Record the employee's training information, including:

  • Course or qualification
  • Completion date
  • Expiry or renewal date (if applicable)
  • Training provider
  • Certificate or supporting documents

Step 3 – Save the record

Save the employee record to securely store the training information.

Step 4 – Monitor upcoming renewals

Regularly review training records to identify courses that require renewal and ensure employees remain compliant with your organisation's requirements.

Best Practice

Keep training records up to date as soon as employees complete new courses or renew existing qualifications.

Need Support?

If you need further assistance, please contact LEO HR Support through the Help Centre or email

support@leohr.co.uk

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