Training Module Setup

This guide provides a comprehensive step-by-step walkthrough for effectively setting up training modules within the Magnar HCM system. It simplifies the process, ensuring users can efficiently navigate the platform and manage course categories, competencies, and training agendas. By following this guide, users can enhance their understanding and utilization of the system, leading to more organized and effective employee training programs. Ideal for HR professionals, it streamlines the training setup process.

Raphael Elias
75 steps
7 minutes

Magnarsystems

Open Magnar HCM link and login to your ESS page.

To access the Backoffice, click the settings icon in the top right corner of your screen and select "Go to Payroll".

1. How To Add Course Categories

Go to "Setup" and select "Training Setup".

Click on "Course Categories"

Enter the Category "Code", "Description" and "Foreign Description".

Click on the "+" button to add.

2. How To Add Competency Categories

Go to "Setup" and select "Organization Setup".

Click on "Company Lookup"

Select "Competency Category" under "Lookup Types".

Click on "New"

Enter the competency category's "Name" and "Description"

Click "Save"

3. How To Add Competency Levels

Go to "Company Lookup" and select "Competency Level" under "Lookup Types".

Click on "New"

Enter the level's "Name".

Click "Save"

4. How To Add Competencies

Go to "Appraisals" and select "Objectives Setup".

Select "Competencies"

Click on "New"

Enter the competency's "Name".

Select the "Competency Category".

Click "Save"

5. How To Add Training Courses

Go to "Courses"

Click on "New"

Enter the course's "Code" and "Name".

Select the "Course Category"

You can add the skills that employees are expected to acquire upon completing the training course. Select the "Competencies" and "Competency Level".

Click on the "+" button to add.

You can specify which jobs can apply for this course.

Select the "Job" and click on the "+" button to add.

**Only employees assigned to the selected job(s) will be eligible to register for the training course!!**

You can attach documents to the training course.

Enter the document name, select and upload the file, then click the '+' button to add it.

Click "Save" to create the **Training Course**.

6. How To Add Feedback Categories

Go to "Feedback Category"

Enter the category's "Code" and "Name".

Click the '+' button to add it.

Repeat the same procedure to add all the Feedback Categories.

7. How To Add Feedback Items

Go to "Feedback Item"

Enter the item's "Code" and "Name".

Click the '+' button to add it.

Repeat the same procedure to add all the Feedback Items.

8. How To Add Trainers

Go to "Trainers"

**Select the Trainer Type, which can be either 'Internal' or 'External':** - **Internal**: Trainers who are employees of the company. - **External**: Trainers from outside the organization.

Click on "New"

Select the employee and click "Save".

9. How To Add Training Agenda Types

Go to "Training Agenda Types"

Enter the Agenda Type's "Code", "Name" and "Foreign Name".

Click the '+' button to add it.

Repeat the same procedure to add all Agenda Types.

10. How To Add Training Agenda

Go to "Training Agenda"

Click on "New"

Enter the agenda's "Code" and "Description".

Select the Training's "Start Date" and "End Date".

"Select the "Training Agenda Type".

Select the "Training Course".

Select the "Trainer".

**Select the training's 'Issue Date' and 'Due Date':** - **Issue Date**: The first day employees can register for the training. - **Due Date**: The last day employees are allowed to register.

**If an employee attempts to register for the training before the Issue Date or after the Due Date, the system will display an error message and prevent the registration.**

Enter the **Minimum** and **Maximum** number of attendees.

You can also specify the training's 'Total Hours' and the 'Attendee Cost'.

**Note:** The 'Attendee Cost' is for informational purposes only and does not impact the payroll.

You can add the "Trainer Credit Points" and the "Trainer Payment".

**Note:** The 'Trainer Payment' is for informational purposes only and does not impact the payroll.

You can also attach a document to the Training Agenda.

To setup the Training Agenda, select the **Active** training days.

Set the Training's "Start Time" and "End Time".

Repeat the same procedure for the remaining training days.

Click "Save" to add the "Training Agenda".

11. How To Check The Applicants' Status

Go to "Training Agenda" and click on "Edit" next to the agenda.

Navigate to "Applicants Received"

You can view the list of applicants who registered for the training, along with their status: 'Approved', 'Rejected', or 'In Progress'.

12. How To Close The Training

Go to "Training Agenda" and click "Close"

You can update the attendees' status to either 'Completed' or 'Not Completed'.

Check the box labeled 'Update Employee Profile' to ensure employees acquire the skills associated with the training course once the training is closed.

Click "Close Training" and "Submit".

Go to "Employees" and "Edit" the employee profile.

Navigate to "Skills"

All competencies associated with the training course have been acquired by the employee!!