How To ... Apply The Same Course Update To A Selection Of Employees
16 steps
Visionmp
1
Navigate to your Training Matrix and open up the search area.
2
Using the NAME field, type the names of the employees you want listed in your search using a comma to separate them. E.g. Aaron,Ben,Karen,Charles.
3
Click "Search Now".
4
Your list of employees will show. If you need to edit this further this can be done once you are in the Bulk Apply screen. For now click on the **Add Courses to Multiple Employees** button.
5
To remove any employees from the list, click on their corresponding delete icon.
6
Once you are happy with your final list, select the Training Course picker.
7
Select the training course from the list.
8
Complete the course details, starting with setting the Status to **Active**.
9
Set the **Start Date** of certification.
10
Click "Apply Renewal Period" to auto set the certification **Date Expiry**. Note: this will only work if your master courses are set to include the correct renewal period. If these aren't set, manually add in the expiry date, or add in the renewal period first and then click "Apply Renewal Period".
11
Enter the cost per delegate (this is optional).
12
If you have a document you want added to all employees, drag and drop the document to this area.
13
To add a certificate specific to an individual, drag and drop against the employee in the list.
14
Click "Add Training".
15
Once the update has completed successfully a green tick will show against all employees. Click "Close" to exit.
16
You will return to your Training Matrix where the newly added records will show.
