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Assign People to a Training

Assign a training to one or more employees so it appears in their My Training and its completion can be tracked. Where a training has a validity period, the expiry date is calculated automatically from the assigned date.

Assign People to a Training​

To assign people to a training, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Training" section and open the training.
  3. Open the "People" tab and click on the "Assign people" button.
  4. Complete the assignment:
    • People — search for and select the employees to assign (at least one).
    • Assigned By — defaults to you (Optional).
    • Assigned Date — defaults to today.
    • Due Date — a deadline for completion (Optional).
    • Evidence of Completion — attach certificates or records now if you have them (Optional).
    • Notes (Optional).
  5. Click on the "Assign people" button.

Workmax assigns the training to each person with a status of Assigned and tracks their progress on the People tab. To remove people, select them and click on the "Remove selected" button. If you have any questions or need help, please contact Workmax Support.