Training helps administrators create, assign, track, and verify employee training requirements in WorkEasy Software. Use Training to manage internal policies, external learning links, required acknowledgments, proof uploads, and manager sign-off activities.
Navigation: HR Data Management > Training
Contents
The Training page provides a central location for managing training requirements and monitoring employee completion. From this page, you can review assignment activity, search for employees, filter training records, manage categories, and create training. 
What you can do in Training
Use Training to:
Create training with a name, description, category, and estimated completion time.
Choose how employees complete the training.
Assign training to employees or eligible groups.
Set due dates and recurring training requirements.
Monitor assignment and completion statuses.
Send reminders for incomplete training.
Review submitted proof when verification is required.
Record training as completed on an employee’s behalf when appropriate.
Review training progress
The summary cards at the top of the Overview page show the current status of assigned training. Select a card to review the related assignments.
Completion rate: Shows the percentage and number of training assignments that have been completed.
Overdue: Shows the number of overdue assignments and affected employees. Use this card to review incomplete assignments and send reminders.
Due in 30 days: Shows assignments due within the next 30 days, including assignments due during the current week.
Pending review: Shows submitted training evidence waiting for verification before the assignment can be marked complete.
Filter training assignments
Use the search field and filters above the assignment list to locate specific records.
Search employees by name: Find assignments for a specific employee.
Training: Display assignments for a selected training.
Status: Display assignments with a selected status.
The assignment list displays the employee, training, current status, and due date. Depending on the assignment status and your assigned privileges, additional actions may be available.
Nudge: Send a reminder to an employee with an incomplete assignment.
Mark complete: Record the training as completed on the employee’s behalf.
Note: Available actions depend on the assignment status and the privileges assigned to your security group.
Training completion methods
When creating training, select the method employees use to complete it:
Visit external link: Employees open an external course or resource and record completion after finishing it.
Read & acknowledge: Employees read the policy, confirm that they understand it, enter their full name exactly as shown in their profile, and select Sign and submit.
Upload proof: Employees upload evidence of completion for review.
Manager sign-off: Completion is recorded after an employee attends or finishes an activity that requires confirmation.
For detailed setup and behavior for each method, see Choose How a Training Is Completed.
Recurring training
Use Recurring training when employees must complete the same training again after a defined period. When enabled, WorkEasy Software automatically creates the next training requirement based on the configured interval.
Recurring training includes the following settings:
Recurring training: Turns recurring assignments on or off.
Reassign every: Defines the length of the recurrence interval.
Months / Years: Defines the unit used for the recurrence interval.
For recurrence setup, see Create and Manage Training. For due-date settings, see Assign and Schedule Training.