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Employee Training Records

Xavor’s Employee Training Records (ETR) Management Solution is a configuration, set of automations and reports that allow tracking training records and plans for all employees in the organization

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Employee Training Records

Introduction

Xavor’s Employee Training Records (ETR) Management Solution is a configuration, set of automations and reports that allow tracking training records and plans for all employees in the organization. Human Resources or Managers define a Role hierarchy that includes the Documents, Standard Operating Procedures (SOP) and Work Instructions (WI) that anyone assigned that role must be trained to. Training is then scheduled, the employee is notified, and signoffs are captured as training is completed. Expectations for current roles are easily determined as well as for progression.

The Employee Training Records Management Solution:

  • Create a revision controlled record for every employee
  • Automatically notify employees of new requirements as supporting documents are revised
  • Tie employees to the product record
  • Roles predefine requirements
  • Every employee record provides training history as well as plans
  • Details available for each requirement:
    • Is training required for this identified change?
    • Revisions of a document to which the employee has been trained
    • Type of training
    • Planned training date
    • Actual training date
    • Who performed the training

The Challenge

Your company must manage training requirements for employee history and growth as well as regulatory requirements. The information may be spread across multiple tools and managed by more than one person. Employees don’t always know what training they’re supposed to be getting and when. Management doesn’t have a good way of tracking who’s received the required training, who’s scheduled for upcoming training events, and who’s missed the required training. And, finally, in the event of an issue or audit, how do you determine who was qualified to be working on a particular product 12 months ago vs. who was actually performing the tasks?

Key Benefits and Features

  • HR and/or Supervisors can manage employee training records
  • Training records and plans are visible in a single location
  • As documents are revised, employees may be automatically notified that new training is required
  • Electronic signature approval is captured
  • Regulatory requirements are met
  • Group training may be taken into account
  • Employee training records may be tied to the product for traceability
  • Defined Roles provide employees with requirements for advancement in the enterprise

Highlights

  • Works in 9.3.1 environments and later
  • Uses the same Agile interface that users are already familiar with
  • Provides a simpler user interface for casual users
  • Easy installing and configuration
  • Training Change Order creation and population is streamlined and may be manually triggered from the Action Menu or automatically triggered from a regular Change Order status change
  • Upgrade safe
  • Simple training