SharePoint Employee Training Management Feature Details

Applies to: Employee Training Management for SharePoint on premise (SP2010, SP2013, SP2016, SP2019)

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The Employee Training Management site template makes managing your training program significantly easier, whether for employees, customers or partners. Demanding activities, such as scheduling various training events, registering participants, organizing specifics and sharing course material, as well as collecting and giving feedback, will be far less time consuming.

In this article:

Organizer / Administrators

Employee Training Management uses two lists to manage training events: The Training Catalog and the Scheduled Trainings list. You can use the Training Catalog to create a list of topics that will be covered in the training events or you can use it as a training program or syllabus. Information about your future training events is saved in respective item the Training Catalog and then automatically appears when you schedule a training event from this item. You can also organize your training directly in the Scheduled Trainings list. Here you can input more specific information about individual events.

Employees can enroll in items from the Training Catalog and Scheduled Trainings list. If attendees are enrolled in an item in the Training Catalog, you can view these enrollments and then add them to a training event you have scheduled for this item.

Create a catalog of training events and topics you want to offer using the Training Catalog

Add items to the Training Catalog.

Approve the item to make it visible in public views. You can also deactivate content approval on this list to publish items immediately.

Demand-driven scheduling

See what your employees are interested in and schedule a training event if enough people are interested.

Waiting lists

Once a training event is fully booked, it is no longer possible for users to enroll. In the settings you have the option of creating waiting lists for fully booked training events.

Invite interested employees to a scheduled training event

Add enrollments from the Training Catalog to a scheduled training event to send an invitation to interested people.

They will receive a meeting request once the enrollment has been approved. Attendees can use their e-mail client to accept or decline the invitation.

Create meeting workspaces to share course material

Create a meeting workspace and upload documents and other material. Use meeting workspaces to assist and communicate with participants.

Find employees with certain skills and skill levels.

You can view all training events attended by an employee and create an employee profile with training events, skills and skill levels. You can also filter the enrollments list to find employees with certain skills and skill levels.

Check the attendance status

Open the manage enrollments screen to check the attendance status. This is also visible in meeting workspaces.

Request feedback

If you want to collect feedback, all attendees will receive an e-mail with a link to the feedback form once the training event has finished.

There is also a convenient way to insert feedback provided by attendees elsewhere.

Configurable e-mail templates

Fully configurable HTML e-mail body templates for all e-mails sent by the system. Fields’ display names are used to configure tokens in the e-mail body that are replaced with values from the respective training event.

Configuring individual body templates allows you to provide more specific information and customize each single training event.

Time zones and daylight saving time

In order to coordinate online training events globally, Employee Training Management supports different time zones and is fully compatible with daylight saving time.

Recurring training events

Recurring training events are fully supported, as well as irregularly occurring events. Employee Training Management tracks changes, sends updated meeting requests detailing any alterations and keeps information in meeting workspaces up-to-date.

Training Attendees

Browse the Training catalog to see what’s available

Enroll in topics you are interested in

Enroll in a topic from the Training Catalog. You will then receive an e-mail invitation if a training event is scheduled on this topic.

You can also check the Scheduled Trainings list to see if a training event has already been scheduled.

Enroll in scheduled trainings

Enroll with your user account or e-mail address

Use your user account to enroll. You can also enroll your colleagues if you have the correct permissions.

Enter multiple users or SharePoint Groups to enroll several users at once.

If you don’t have an user account, enter your name and e-mail address.

Receive an e-mail invitation as soon as your enrollment is approved

If approval is required, you will receive an e-mail invitation as soon as your enrollment is approved.
If no approval is required, you will receive the invitation immediately.

Accept invitations directly in your e-mail client’s calendar

Use your e-mail client’s calendar to accept or decline an invitation.

It is not necessary to open the Employee Training Management site to check your enrollments, all your training events are also visible in your e-mail client’s calendar.

Sign up for waiting lists if the event is full

If the event is fully booked you can sign up for the waiting list to receive a place if one becomes available.

Reserve a seat

You also have the option of reserving a seat for any events which are organized in the future covering the same topic.

View similar events

It is also possible to view any similar events which have already been planned. Clicking on View similar events will open up a window where you can view and sign up for events as in the Scheduled Trainings list.

Get course material from meeting workspaces and communicate with trainers, organizers and other attendees

You can get course material from meeting workspaces if one is provided by the organizer.

Use the meeting workspace to communicate with trainers, organizers and other attendees.

Give feedback

If the organizer has requested that you give feedback, you will receive an e-mail with a link to the feedback form once the training event has finished. Follow the link and fill out the feedback form.

Multilanguage support (English, German and French)

SharePoint Employee Training Management contains English, German and French language packs. Please inquire about support for additional languages.

Application Source Code available

The Employee Training Management Source Code Edition contains the application source code in projects for Visual Studio 2010/2012. This enables you to add value and customize your deployments to your needs, as well as to integrate Employee Training Management with your SharePoint solutions.

Employee Training Management Source Code Edition

We support your efforts with the source code edition. Our solution architects and development team are here to support you as you proceed.