Add Training in a User's Profile

Summary

In this article

• Before you begin
• Step 1: Log in and navigate to 9-dot menu → Core → My People → select user → Team/People Profile
• Step 2: Add Training
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have the required permissions to add Training.
• Only Managers with the correct permissions can add Training.

Step 1. Log in and navigate to User's Profile

1. Log in to Plumm using a valid Manager account or a user account with permission to manage profiles.
2. Click on the 9-dot menu at the top left corner of the dashboard.
3. Select Core from the menu.
4. Under the People section, click on My People.
5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
6. In the Training section, click on the three dots on the right-hand side.

Step 2. Add Training

• If you have permission, the option Add Training will be visible.
• If not, the section will be View mode only.

1. Click Add Training to open the form.
2. Fill in the requested information in the Training section, such as:
   • Training Name
   • Status
   • Category
   • Cost (optional)
   • Currency (optional)
3. The mandatory fields for adding Training include:
   • Training Name
   • Status
   • Category
   • Completed Date
4. Once all required fields are completed, click Save to confirm the Training record.

Additional Options:

• You can add multiple Trainings by clicking Add Training for each entry and filling in the relevant details.
• To remove a Training record, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1.Who can add Training in Plumm?

1. The mandatory fields for adding Training include:
   • Training Name
   • Status
   • Category
   • Completed Date

3.Can I add multiple Trainings?