Forms Templates & Surveys
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      Training Needs Survey

      Role Admin

       

      The Training Needs Survey is a simple yet powerful tool that enables organizations to assess and identify the learning and development requirements of their workforce. Whether you're evaluating specific competencies or the need for a course.

       

       Creating a Training Needs Survey: 

      1. Navigate to the "Evaluation "section from the right-side control panel then Surveys.

      2. Click Create then "Add Training Needs Survey."


      3. Fill in basic details:
        • Survey title
        • Due Date
        • Select type (competency, course)

      Defining Acquired Competencies:

      • After adding a "Skills Acquired" survey:
        • Click "Activate."


        • Select Segments.
        • Choose the targeted role.
        • Add additional data if needed.
        • Select Send Users Notification for This Survey if you want to send notifications to all users.
        • Click "Activate."

       

       

       

      Selecting Training Courses:

      1. Click on the survey Title.
      2. Go to the "Select Courses" section.
      3. Choose required courses from available categories:

        • Capacity Management
        • Career Development
        • Managerial Skills
        • General
      4. Confirm the number of selected courses.

      Activate the Survey:

      1. Click "Activate.
      2. Select target Segments (e.g., "All Levels," "System Admin").
      3. Choose the Role Name
      4. Select Additional Data if needed.



       

      Employees Responding to the Survey:

      • Employees receive a system notification.
      • They access the "Submitted Surveys" section.

      • Answer questions and specify training needs.
      • Submit responses by clicking "Confirm."

      Reviewing Responses & Approving/Rejecting (by Admin):

      1. Go to "Training Needs Approvals."



      2. Select the survey and click Submit Results.

        1. Choose:
          • "Approve" to accept submitted needs.
          • "Reject" with a comment if necessary.



        Tracking Results:

        1. Go to "Evaluation" → "Surveys."
        2. Click on the survey to view the results.



        "My Training Plan" Page


        This is your main control center:

        Course List:


        • Current Courses: Ongoing training.
        • Assigned Courses: Recently assigned.
        • Upcoming Courses: Scheduled to start soon.
        • Completed Courses: Successfully finished.

        Progress Tracker:

        • Visual bar showing completion percentage.
        • Total training hours completed vs. remaining.

        Certificates:


        • Accredited certificates for completed courses.

         

        My Tracks:

        • View customized tracks with progress details.

         

        "UPSKILLING" Page

        1. From the side menu, select “UPSKILLING”

        Suggested Tracks:



        • Covered: Required in your plan.
        • Not Covered: Optional (non-mandatory).
        • Achieved: Successfully completed tracks.

         

        Recommended Courses:


        • Personalized based on your level and interests.



       

       

       

       

       

       

       

       

      1. Choose:
        • "Approve" to accept submitted needs.
        • "Reject" with a comment if necessary.

      2. Click "Submit" to complete the process.