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How to Set Up Employee Training
How to Set Up Employee Training

Tracking employee training improves employee knowledge and performance.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

Utilizing the employee training feature within the Fingercheck HR module can significantly enhance employee knowledge and contribute to an improved workforce experience. Leveraging the employee training creates a comprehensive and efficient approach to enhancing employee knowledge, skills, and overall workforce experience. It aligns with modern HR practices that prioritize continuous learning and development as integral components of employee engagement and organizational success.

This article will guide you through process of adding various training types while offering creative suggestions to enrich your training program with limitless possibilities.


Add Training Types to your company

A Training Type is the type of training that the employee will be expected to complete. The types of trainings you add is dependent on what you would like to track. You can track the employee’s courses they completed outside of work. A good example would be an employee completing a computer or software class at the local community college. Or you can track in-house training that is job specific that may be provided by a trainer or manager.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Trainings1 code and click the pencil icon to edit.

  4. Click Add to enter a new Training Type.

  5. Enter the Training details:

    1. Code: type of training would be the generic description such as location of training, such as in-house or outside, or a category of such as service or sales.

    2. Description: more descriptive identifier of the training would be the type of training the employee completed. A good example would be a computer course or a type of in-house training that would be held for customer service reps or cold calling for the sales team.

  6. Click Apply.

  7. Click Save.


Add a Training Status

A Training Status allows you to track the employee’s progress towards completion. You have the flexibility to establish this status internally to use as a reference point to help you establish employee benchmarks and performance.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Trainings2 code and click the pencil icon to edit.

  4. Click Add to enter a new Training Status.

  5. Enter the Training Status details:

    1. Code: type of status would be the generic description such as start, progress, complete.

    2. Description: more descriptive identifier of the status such as this specific status relates to started, in progress, or completed.

  6. Click Apply.

  7. Click Save.


Add training to your employee

Once the training types and statuses are set up in Fingercheck, you will be able to easily assign employee trainings from their profiles.

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select Training

  5. Click Add.

  6. Enter the details for the Add Employee Training:

    1. Training Type: select the type of Training.

    2. Training Status: select the status of training.

    3. Start date: enter the date the employee will be able to start the training.

    4. End date: enter the date the employee should complete the training.

    5. Due date: enter the date the employee should provide proof of completion.

    6. Completion date: enter the date the employee completed the training.

    7. Retake date: enter the date the employee must retake the training.

    8. Include in notification: check this box to receive a notification on the retake date.

    9. Credits: enter the number of college or recertification credits the training provides.

    10. Hours: enter the number of hours the employee is expected to spend on training. This may be the number of hours total the employee is scheduled to spend in class.

    11. Cost of class: enter the amount the training cost.

    12. Classroom: enter the location of the training.

    13. Instructor: enter the individual or manager who will conduct the training.

    14. Note: enter relevant information about the training.

  7. Click Save.


Attach certificate of completion

You may require your employee to provide documentation they completed their training in order to receive a reimbursement. You can easily save this documentation under the employee’s training section.

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select Training.

  5. Select the paperclip icon to attach a document.

  6. Click Attach to locate the document saved on your computer.

You can also view and delete attachments from this same screen at a later time.


Create employee trainings custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click Custom+.

  5. Scroll through the reports or enter training in the search field.

  6. Click Select to select the EmpTra report.

  7. Enter Code

  8. Select the Default Export Type from the dropdown menu.

  9. Click Start.

  10. Drag and drop employee and asset details that should be included in the report.

  11. Click Save Report.

For more details on creating custom reports with Fingercheck, check out How to Create a Custom Report


View employee trainings custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click the Custom tab.

  5. Click Run Report for the Employee Trainings report.

  6. Select employees.

  7. Click Preview or Download to view details of the Employee Trainings report.


Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

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