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Training and Certifications

All for business

Records of health and safety training and other employee training, its validity and certifications, with alerts before validity runs out.

Available for:AdministratorUser

The Training module records which employees have completed which training (occupational health and safety, fire protection, work at height, machine operation…) and which certifications they hold, and keeps track of when they expire. It is part of the All for business plan and is marked beta in the menu.

In the menu you will find the Training section with three items: Training (completion records), Training Types and Certifications. Access is controlled by the level for the Training module in the user's Role (see Roles and Permissions). The training and certifications of all employees are visible to the administrator and to anyone with at least read for Training. Other employees have the Training and Certifications items in the Training menu with only their own records and without the option to edit. External users do not see the module.

Training types​

A training type describes which training the company records and how long it is valid. Create the types first, because training records refer to them.

  1. Open Training → Training Types and click Přidat typ školení (Add training type).
  2. Enter the Název (Name), for example "OHS induction" or "Work at height".
  3. Choose the Kategorie (Category): BOZP obecné (general health and safety), Požární ochrana (fire protection), První pomoc (first aid), Práce ve výškách (work at height), Obsluha strojů (machine operation), Elektro (electrical), Svařování (welding), Jeřáby (cranes), Řízení vozidel (driving), Vysokozdvižné vozíky (forklifts) or Ostatní (other).
  4. Enter the Platnost (měsíce) (Validity in months). An empty field means unlimited validity.
  5. Tick Povinné školení (Mandatory training) if the training is required by regulations, and optionally add a Popis (Description).
  6. Click Založit (Create).

The list of types shows the name, category, validity in months and whether the training is mandatory.

Training records​

  1. Open Training → Training and click Přidat záznam (Add record).
  2. Select the Zaměstnanec (Employee) and the Typ školení (Training type).
  3. Enter the Datum absolvování (Completion date).
  4. Optionally fill in Skóre testu (0-100) (Test score) and Poznámky (Notes). Untick the Absolvoval (Passed) box if the employee did not pass the training - the app does not warn about the expiry of such a record.
  5. Click Založit.

The expiry date is calculated automatically from the completion date and the validity of the training type. The list shows the employee, training type, completion date, validity and result (Absolvoval / Neabsolvoval - passed / not passed). You can sort the list by employee and by dates.

Certifications​

Certifications are for employees' external certificates and licences (for example a welder's licence, a forklift operator's licence or a professional certificate).

  1. Open Training → Certifications and click Přidat certifikaci (Add certification).
  2. Select the Zaměstnanec, enter the Název certifikace (Certification name) and choose the Kategorie.
  3. Fill in the Vydavatel (Issuer), Číslo certifikátu (Certificate number), Datum vydání (Issue date) and Platnost do (Valid until). Without a date, the certification is valid indefinitely.
  4. Attach a scan of the certificate by dragging in the file, and add notes if needed.
  5. Click Založit.

Validity colours​

The Platnost do column is colour-coded for both training and certifications:

  • Neomezená (Unlimited, blue) - the validity does not end.
  • Green - the validity ends in more than 30 days.
  • Orange - 30 days or fewer remain until expiry; the number of remaining days is shown next to the date.
  • Red - 7 days or fewer remain, or the training has already expirováno (expired).

Expiry alerts​

Every morning, the app checks completed training and certifications and alerts you to those expiring in 30, 14, 7 and 1 day:

  • The employee gets a notification in the mobile app and an e-mail with a list of the training and certifications that will expire soon.
  • The superior - if the employee's card has a person set for approving work reports, that person gets a summary of their people's expiring training in the mobile app.
Mandatory training

For training types that regulations require, tick Povinné školení. In the list of types you will then see at a glance which training you must not forget, and the expiry alerts will keep track of the renewal date for you.