Use Overview on the Training page to monitor employee assignments, identify overdue training, review submitted proof, send reminders, and record completion on an employee’s behalf.
Before you begin
You can access HR Data Management > Training.
You have the required access to view and manage the applicable training assignments.
Monitor training completion
Go to HR Data Management > Training.
Select Overview.
The cards summarize training assignments:
Metric | Description |
|---|---|
Completion rate | Shows the percentage of completed assignments and the number completed out of the total assignments. |
Overdue | Shows the number of overdue assignments and affected employees. |
Due in 30 days | Shows assignments due within the next 30 days, including those due this week. |
Pending review | Shows uploaded proof awaiting manager verification. |
Select a summary to view the corresponding assignments.
Find training assignments
Use the search and filters above the assignment table to locate specific records.
Search by employee name
Select the Search employees by name field.
Enter all or part of the employee’s name.
The table updates to display matching employees.
Filter assignments
Training: Select a training to display its assignments.
Status: Select a status to display matching assignments.
The Pending review filter displays assignments labeled Pending verification in the table.
Assignment table
Column | Description |
|---|---|
Employee | Displays the employee’s name and employee ID. |
Training | Displays the assigned training, estimated completion time, and applicable recurrence or deadline information. |
Status | Displays the assignment’s current status. |
Due | Displays the due date or indicates that no due date is set. Overdue assignments show the number of days overdue. |
The available actions appear on the right of each row, such as Nudge, Review, and Mark complete. When viewing completed assignments through the Completion rate card, the table shows a Completed column with completion information.
Training assignment statuses
The status indicates where an assignment is in the completion workflow.
Status | Description |
|---|---|
Assigned | The training has been assigned but has not been recorded as complete. |
Pending verification | The employee has submitted proof that requires manager verification. Use the Pending review card or filter in Overview to find these assignments. |
Completed | The assignment has been recorded as complete. |
Cancelled | The assignment has been cancelled and no longer requires completion. |
Rejected | The submitted proof was declined and needs to be resubmitted. |
Send a training reminder
Use Nudge to remind an employee about an incomplete assignment.
In Overview, find the employee’s assignment.
In the assignment’s row, select Nudge.
Review submitted proof
Uploaded proof requires manager verification when the training’s Employees can mark as completed checkbox is cleared. This applies to Upload proof and external-link training that requires proof upload.
In Overview, select the Pending review card or filter.
Find the employee’s assignment and select Review in its row.
In Assignment details, review the employee, training, instructions, and submitted evidence.
Under Evidence, select View to inspect the uploaded document.
If the proof satisfies the training requirement, select Approve & verify.
If the proof does not satisfy the requirement, use Reject instead. Select Close to leave the submission unchanged.
Approved assignments are recorded as complete and no longer appear under Pending review.
Mark training complete
Use Mark complete to record completion on an employee’s behalf, such as after an instructor-led or hands-on activity.
In Overview, find the employee’s assignment.
In the assignment’s row, select Mark complete.
In Mark complete on behalf, confirm the employee and training details.
Enter or confirm the required Completion date.
In the required Note field, explain how completion was confirmed. You can enter up to 1,000 characters.
Select Mark complete to save, or Cancel to leave the assignment unchanged.
The assignment is recorded as complete. The action is recorded in the audit log under the completing administrator’s name.
Completion methods and manager verification
Completion method | How completion is recorded | Manager action |
|---|---|---|
Visit external link | The employee completes training outside WorkEasy Software and reports completion when permitted. Proof upload may also be required. | Manager verification is required when Employees can mark as completed is cleared. |
Read & acknowledge | The employee reads the policy, selects I have read and understand this policy, enters their full name exactly as shown in their profile, and selects Sign and submit. | No additional manager verification is required for the acknowledgment workflow. |
Upload proof | The employee uploads evidence of completion. | Manager verification is required when Employees can mark as completed is cleared. |
Manager sign-off | A manager confirms that the employee completed the activity. | Record completion using Mark complete. |