Training and Development Tracking for Centre Staff
The module records induction, fire drills, first aid and system training per person, with the date each was last done and which certificates are about to expire.
Training with a record behind it
A new reception assistant may confirm the same boardroom to two members because the booking screen was used only once in front of them. Building management may ask for a list of staff who attended the fire drill. In both cases, the missing item is a note of who was trained, and when.
What gets recorded
Limits of the record
Training a centre should plan for
Which topics matter depends on the building and the trade. A short list is easier to keep up than a long one.
A joiner’s first fortnight
- Day one: building walk and safety briefing.
- Week one: booking screen and visitor passes.
- Week two: tickets, notices and handover to the next shift.
- End of fortnight: the manager reviews gaps and ticks off the rest.
Choosing who runs a session
Internal people suit system training. Outside experts suit safety and first aid.
Scoping questions for training records
A training record helps when topics are chosen with care. Pick yours from this list.
- Which sessions are compulsory for every role?
- Which certificates have an expiry date?
- Who marks attendance in a drill?
- How often are refreshers due?
- Do agency staff attend your sessions?
Related screens
- Joining and leaving: where induction is first assigned.
- Employee records: the file training is attached to.
- Reviews and goals: where a gap turns into next year’s plan.
Agree the evidence before signing off this part.
Use a representative scenario to decide what this part of the system must show and where review is still needed.
A tick is attendance, not competence
Can a correction be traced to the right date and session?
For “A tick is attendance, not competence”, check a late correction against the original register. Agree who may amend it and which downstream total should change after the correction.
Background reading: Frappe HR: attendance records
Frequently asked questions
Do you provide the training itself?
Only for our own software, during set-up and when something changes. First aid, fire safety and housekeeping standards come from whoever you already use.
Can it hold a certificate copy?
Yes. The certificate is attached to the person with its expiry date, and a reminder comes up before it lapses.
How do we show that a drill was attended?
The session lists everyone marked present on the day, and the list can be printed for building management.
Is it worth using for six staff?
It depends on the team. For six people, the useful parts are expiring certificates and induction. The remaining screens can stay switched off.
Can agency staff be added to a session?
Yes, if they have a staff record. Centres include them in fire drills.
Who gets the refresher reminder?
The person you name, normally the centre manager. The employee can see their own due dates in the portal.
Can we record an online course?
You can log the session, the date and a certificate copy. The course itself runs elsewhere.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements