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HR Training Classes

Company Tracker action: implementation-setup-hr-training-classes Milestone: Human Resources / Module Setup (milestone_id=10, core_milestone_id=2) Order: 8 Estimated duration: 0.5 hours Typical owner: Payroll

Purpose​

Complete the Human Resources Module Setup action for HR Training Classes so client decide/load/accept is clear before live use. Form field detail stays on the Vista article.

Prerequisites​

  • Training codes exist in HR Codes.
  • Have instructor, dates, and the list of attendees.

Vista configuration article​

See the detailed Vista guide:

Setting Up HR Training Classes

Field meanings and form steps live there. Do not restate them on this page. If Phase 1 Vista depth is still incomplete for a subtopic, keep Tracker thin and link the module intro rather than inventing fields.

Implementation guidance​

  • Not pre-loaded: training classes start empty, so the client sets up their own.
  • What they're for: tracking training such as CPR and OSHA, assigning it to users, and reporting on it. This is used in production.
  • Decide / load / accept: if the client tracks training, set up the classes they need and accept with the owner. For one-off training on a single employee, you can also enter resource training records directly.

Done when​

  • In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
  • Owner accepts the decide/load result for go-live.
  • Linked Vista configuration matches what was accepted.