Managing Training Requests in the Local HR role
  • 18 Jul 2023
  • 1 Minute to read
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Managing Training Requests in the Local HR role

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Article summary

Depending on the training type, the employees can take up trainings by either by adding them directly to their development plan or by sending requests for the trainings.

The following types of trainings cannot be added to the development plan directly:

  • Classroom trainings

  • Online trainings protected by the Request Required check box in their settings

After an employee sends a request, it is forwarded to the manager for approval. Training Managers, HRs or Local HRs are authorized to approve the requests on behalf of the managers.

After the manager, training manager, HR, or Local HR approves the online course protected by the Request Required check box, it is added to the employee's development plan and the employee can start working on it.

In case of the classroom training, after the request is approved, the employee is either automatically added as a participant for the training event or is to be manually registered for the training event. This depends on the Training Request Approval Action setting.

Approve or reject a training request in the Local HR role

To approve or reject a training request in the Local HR role, follow these steps:

  1. Go to LHR Learning > Training Requests.

  2. Filter information by the request status. The following filtering options are available: 

  • All Pending - all the requests pending approval and pending registration will be displayed

  • Pending Approval - the requests that are not approved yet

  • Pending Registration - the requests that are approved, but the employee is still to be registered for the training event

  • Approved and Registered - the requests that are approved and employee is registered for the training event

  • Rejected - the rejected training requests

  • All - training requests with all the statuses 

  1. To approve or reject a pending request, click Approve/Reject

  2. Provide the comment and click Approve or Reject.

Note

You can also batch change statuses for requests by selecting the corresponding check boxes on the Training Requests page, choosing the necessary status from the Change Selected drop-down list and selecting Change Status.

Register an employee for training in the Local HR role

If the Training Request Approval Action setting is set to Approve Only or if it is set to Create Activity, but an employee didn't select a training event when sending an approval request, after approving a request for the classroom training, the Register button will become available. 

Select Register, select a training event and save the development activity.


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