Who's trained on what? The answer is immediate.

Track training requirements, completion records, and overdue certifications for every employee — with automatic due date calculation and bulk import.

TRAINING MANAGEMENT

Employee Training & Certification Tracking

Track training requirements, completion records, and overdue certifications for every employee — with automatic alerts before things expire.

Training employees are tracked with name, role, department, hire date, and status -- supporting active, inactive, terminated, and on_leave states. Training modules define a title, description, type, and recurrence schedule. Seven recurrence options are available: quarterly, semi-annual, annual, biennial, triennial, one-time, and as-needed, covering the full range of food manufacturing training requirements.

Training records store the employee, module, date completed, trainer (required), and notes. Requirements are assigned via the employee_training_requirements table, with bulk sync available to replace all active requirements for an employee at once. The due calculation endpoint accepts a window_days parameter (default 30) and returns separate overdue and upcoming arrays, making it easy to see exactly which training needs attention.

Due dates are calculated from the last completion date plus the recurrence interval -- or from the assigned date if the module has never been completed. One-time modules skip after first completion. As-needed modules have no automated due date. Bulk import supports various JSON formats for onboarding large training programs without manual entry. All operations are logged in the system_log. For training-related incidents, see Incidents. For complete change history, see Audit Trails.

  • Training module definition with 7 recurrence types
  • Employee requirement assignments
  • Completion and certification tracking
  • Automatic overdue and upcoming due alerts
  • Bulk JSON import for training programs
  • Role-based training requirements
  • Trainer attribution on all records

How It Works

Define training modules with a title, description, and recurrence schedule. Each module represents a specific training topic -- food safety handling, allergen awareness, equipment operation -- with a recurrence that determines how often retraining is required.

Assign modules to employees by role, department, or individually. Record completions with the date, trainer name, and optional notes. The system calculates due dates based on recurrence -- an annual module completed on January 1 is due again next January 1. Quarterly modules recur every three months, biennial every two years, and so on.

Query overdue and upcoming training with a configurable lookahead window to stay ahead of expiring certifications. The default 30-day window catches training that's due soon, but you can widen it for advance planning. Use bulk import to onboard entire training programs from JSON files, avoiding manual entry when rolling out new compliance requirements across the organization.

Modules Used

This feature is powered by these NovexERP modules.

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