The purpose of this module is to allow the employee to express they needs of trainings during reviews. To configure it, you must follow this steps:
Step 1: Activate the module in the form settings.
Step 2: Launch a review campaign for your employees.
A) Step 1: Activate the module in your existing or new form templates.
Activating this function will create a training question to insert in your form:
You can choose the title, a description and a link if necessary (e.g. to insert a training catalogue). Then choose the maximum number of training requests that the employee and the manager can make.
Make sure to check the advanced options:
It is possible to make the question about trainings a mandatory question.
B) Step 2: Launch your review campaign.
You can launch your campaign from the "campaign" tab and the "launch a campaign" button. Feel free to read our article on this topic here.
In the review, this question works in the same way as the other question types:
Preparation phase: Employees and managers will be able to prepare their review and have access to the question on training needs. They can click on "Add a new request" to formulate a training request proposal.
They can add :
The name of the training
The priority
A description of the training
A link if necessary
During the exchange phase, the Admin may consult the preparations (if they have been shared) and in that case copy and paste the answers based on the preparation as for the other questions in the form.