How to Plan a Training as an Admin

As an admin, you can plan a training using the planning calendar. Here’s how to use it:

How to Schedule a One-Time Training Using the Planning Calendar #

1. Click on “Skill Matrix & Trainings” in the homepage sidebar.
2. Click on “Planning”.
3. Select the desired planning tab.
4. Click on the plus icon next to the training you want to schedule.
5. Click the date on which you want to execute this training. You can also select multiple dates by dragging the mouse across the calendar (without releasing the click).
6. Press escape on your keyboard to stop scheduling.
7. Click on the training dot that you’ve just scheduled.
8. After the training editor has been opened, you can configure your training technicalities there (the training work instruction, the trainer, the trainees, etc.). You can also configure these technicalities later.
9. Once you’ve finished configuring it, click on the close icon.

How to Schedule a Recurring Training Using the Planning Calendar #

1. Click on “Skill Matrix & Trainings” in the homepage sidebar.
2. Click on “Planning”.
3. Select the desired planning tab.
4. Click on the plus icon.
5. Click on the rotating arrows icon.
6. Input the data as desired.
7. When you’re done, click on “Add events”.
8. Configure the existing fields (you can also close the pop-up and configure them later, if desired).