This feature is available for users on the Tanda HR plan.
What's covered in this guide?
Permissions
By default, training templates can only be created, edited, and deleted by Admin-type roles.
To adjust access for other roles, ensure the relevant permissions have been enabled through Settings > All Settings > Permissions > Customise access and roles here under the HR Templates section.
Access training templates
Once Tanda HR has been enabled and the relevant permissions assigned, training templates can be accessed under the HR > Training > Training Templates button.
Create a training template
To get started with a new training template, navigate to HR > Training > Training Templates and click the + Create Template button.
Then, choose whether you want to create a new template with a SCORM file or make it from scratch. To learn more about using SCORM files, please see Upload SCORM Training Content.
If you've chosen to make it from scratch, add the following details to your Training Template:
Name - Staff will be able to see this when completing the Training.
Active - Controls if users can access and complete this form. Uncheck if users should not have access yet.
Show correct answers during training - Reveal if the answer is correct once the employee answers the question.
Triggers Roster Validations - Typically used for required Training, will cause a validation error on the roster if the employee has not completed the Training.
Notifications (optional) - Specify the Positions that should receive a notification when the forms are submitted
Expiry (optional) - If this Training should expire, choose whether it should expire on a specific date in a year, or after a number of months have passed.
Scoring (optional) - If questions are assigned scores, enter the minimum percentage staff need to pass.
Once the details have been filled out where needed, click Create to make the Form Template. You can always update these selections later.
Automatically create a Template Using AI
Alternatively, you can upload a pre-existing training template on this menu (as a PDF or DOCX file), and our AI will interpret this and preconfigure the Template directly from your document.
Add Sections
Once you've created the template, you can group or separate questions by creating Sections. There must be at least one section in the template to create questions.
Use the Add Section button to create more.
Add Questions
To create a new question, go to the section you want to add it to and click the + Add Question button on the right.
From there, fill out the following details:
Question - The question you’re asking.
Answer Type - Specify how staff will answer the question. You can see more about answer types in HR Answer Types.
Required - Untick if the employee can skip the question.
Advanced Settings (Optional)
Who should complete? - Specify who should answer this question.
Assignee to complete: Only the staff member who is assigned the training needs to answer the question.
Manager to complete: This will send the training to all the managers who manage the assignee. Only one manager needs to answer the question.
Correct Answer - Determine what answer is correct. Relates to the scoring and pass percentage.
Validation Settings - Choose the minimum and/or maximum number of characters or words the response needs to be.
💡 Important to note: For Text questions, an employee's response must exactly match the correct answer you provide, including spelling and capitalisation. It's recommended to configure preset answers when setting up questions with correct answers.
Add references
A reference can include either a file/image (up to 15MB), a video link or plain text for staff to view as they complete their training.
Select which resource you want to add on the right-hand side and attach the necessary link, file, or text.
The included resource will be shown to the assignee as they are completing the training in the order it appears in the template. You can rearrange any item by hovering over the 𓃎 icon and dragging and dropping:
Assign training templates to staff
Once you've created your training template and it's been marked as Active, have staff complete it with the Assign button next to the relevant template.
Specify which employee (or group of employees) needs to complete it and then click the Assign button.
You can choose between specific teams/locations, position titles, or specific employees.
Deleting, Duplicating or Editing Training Templates
To duplicate or delete an entire template, click the ⋮ icon on the right to open the dropdown and choose either Duplicate or Delete.
Deleted Training Templates cannot be recovered, but any existing responses to the template will remain.
You can edit the Training Template by clicking the Edit button on the right and making the necessary changes. Changes made to questions and resources are saved automatically, but changes made in the Settings tab require the Update button to be pressed.