Configure the training module

Before you start

Decide who administers courses, who reviews team learning, and who only participates. Define job requirements because they drive personal priorities and compliance.

Activate the module and assign permissions

1. Check that the training module is active.
2. Review permission and visibility groups for each role.
3. Grant personal read access to people using My learning.
4. Grant management and administrative access only where needed.
5. Review report permission separately.

See Account, subscription, and modules and Permissions and visibility for these settings.

Configure areas and skills

1. Create areas for the catalogue and reports.
2. Review the skill catalogue.
3. Set expiry and renewal periods where needed.
4. Link skills to courses that grant or renew them.

A renewable skill becomes a personal priority near expiry. See Skills for full setup.

Define job training requirements

1. Open the job.
2. Add each mandatory course.
3. Keep only applicable requirements active.
4. Mark whether evidence is required and add notes.
5. Review every affected job.

Only active requirements enter compliance. A person without an applicable position shows Missing position. See Contracts, salaries, and jobs.

Common problems

• My learning is missing: check the module and skill read permission.
• Someone sees management actions: review their permission and visibility groups.
• A requirement is absent from compliance: check that it is active and the job applies.
• A skill gives no renewal warning: review its expiry and renewal period.