This guide covers Window-Based training. The other type of training is a Rolling Schedule.
For example, I want everyone to complete “Ladder Safety” in June each year, regardless of when they previously completed it.
A “New Employee” is someone who was hired after the training was last offered. If the profile has no hire date, the profile creation date is used. If no hire date is set, the profile’s creation date is used.
For new employees, you may want them to complete the training immediately to “catch up” with the group. Or maybe you want them to wait until the window opens like everyone else.
The “Required for New Employees” switch determines whether it’s required for them. If they are not required, their status will be “Other” until the training window opens (and they will not receive a task until the window opens).
Any completion after the “Last Offered Date” will be considered “up-to-date”. If no “Last Offered Date” is listed then all completions are considered valid.
If a training has never been offered, then it will only show an employee as “expired” if “Required for New Employees” is checked.
Task are visible any time an employee is either expiring or expired.
Here are some example scenarios that may help explain various situations.
|Completed it today||Up-to-date||–|
|Completed it last time, in the window||Expiring||Y|
|Completed it last time, outside the window||Up-to-date||–|
|Never completed, new are required||Expired||Y|
|New employee, new aren’t required, in the window||Expiring||Y|
|New employee, new aren’t required, outside the window||Other||–|
|Old employee, never completed, new aren’t required, has been offered||Expired||Y|
|Old employee, never completed, new aren’t required, never been offered, in the window||Expiring||Y|
|Old employee, never completed, new aren’t required, never been offered, outside the window||Other||Y|