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Training: From expressed need to session

For training managers who receive requests from everywhere: each need keeps its origin, goes to the right approver, and shows up in the period report.

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Training

From need to session.

Illustration: a need raised in a review, its approval workflow, the selected session with its enrollments and the quarterly volume summary.

Qualify needs before deciding on training actions.

Training day to day

What you track, need by need

  1. Configurable need sources

    Define where needs come from, reviews included.

  2. Approval workflow

    Organize the expected decisions and track their status.

  3. Catalog and sessions

    Link the selected training courses to sessions and enrollments.

  4. Training Summary

    Examine volumes and costs entered over a period.

Try it yourself

Decide on a need, as a manager

A need from your team awaits your decision. Approve it, handle it internally or decline it: what happens next depends on the planned workflow.

Team oversight · need to decide

Manual handling

Planned approversYou, then HR

Work situation
Order picking: repeated lifting at the end of the round.
Employees concerned
  • Hugo Bernard
  • Thomas Leroy
  • Nadia Benali
Site
North Site
1Your decision

Choose a decision: the next step for the need appears, according to the planned workflow.

See this case with your organization

Before you start

Getting started with Training

The rollout

  1. Qualify

    Describe the need, the situation and the people involved.

  2. Decide

    Have the designated approvers decide: accept, decline or handle internally.

  3. Schedule

    Choose the training, session and participants, and enter the costs.

  4. Follow up

    Review completion, feedback and the summary, then on-the-job use.

  1. Gather needs without confusing request and decision

    HR, the manager or the employee can express a need, depending on the sources enabled. Reviews can also surface needs, if that processing is enabled.

    Describe the situation, the goal and the people involved: two requests with the same title do not necessarily call for the same answer.

  2. Put the decision with the right person

    Depending on the configured workflow, approval involves HR, HR business partners, the manager or the director; it can also be automatic.

    The manager approves, marks as handled internally or declines the needs awaiting them, with a justification if the workflow requires it. As long as another approver still has to decide, the need is not finalized.

    Pending approval
    Who still needs to decide?
    Training accepted
    What response, and which session to organize?
    Declined or handled internally
    What decision, and how to explain it?
    Training scheduled
    Who is enrolled, in which session and with what resources?

  3. Link decisions to the catalog and sessions

    For remote sites, weigh team availability, travel and prerequisites, not just cost.

    A positive evaluation alone does not prove mastery on the job: plan a follow-up with the manager.

  4. Read the budget over a defined period

    The Training Summary brings together volumes and budgets for a period: completed, scheduled, forecast, and the costs and subsidies entered.

    Before comparing, check the period and statuses: enrolled does not mean trained, scheduled does not mean spent.

In the demo

Follow a request through to the summary

With a fictitious multi-site need, we follow the origin, approvals, session and budget, then two edge cases: an absent approver, and a need accepted but not yet scheduled.

What we review

  • Needs with their origin and decision status
  • An explicit approval workflow
  • Organized training courses and sessions
  • A summary of volumes and budgets
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Upikat AI A question to prepare for your demo: “Who approves a training need when the expected approver is away?” Message written by the Upikajob team. Upikat is the AI assistant that helps prepare reviews.

Helpful answers

Your questions, simply answered.

Pointers to assess your project and prepare the right questions.

All questions
Can employees request training?

Yes, if this need source is enabled. The request then follows the configured workflow: it is not an enrollment.

Why doesn’t a manager see all of their team’s needs?

The Pending approval tab shows the needs for which they are the expected approver. HR sees those without an approver, so they can fix the reporting lines.

Can approval happen at several levels?

Yes, several roles can be involved: test each decision and the case of a missing person. Choose automatic approval knowingly.

Is the training plan the same as the skills development plan?

Per Service Public, the current framework is the skills development plan (plan de développement des compétences). The app keeps the Training Plan label; its setup must reflect the employer’s rules.

Are the training courses offered automatically funded?

No: neither the catalog nor an internal approval guarantees funding.

Your next step

Let’s start from how your teams really work.

Your sites, your reviews, your priorities. Prepare a demo built around the use cases that matter to your organization.

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