How to create and assign non-mandatory CPD items to employees

How to create and assign a non mandatory CPD item.

Continuous Professional Development (CPD) plays a vital role in employee growth and skill enhancement. HRLocker's CPD/Training Records feature enables managers to assign CPD to employees. Employees can upload certificates and track their training progress, while managers receive reminders for certificate renewals, ensuring compliance and continuous learning.

To assign a non- mandatory CPD item

If a CPD item is selected as Non-mandatory, then it is not required for the employee to complete it.

• Navigate to CPD
• Select Manage CPD
• To create a new CPD item, click Add

• Complete the necessary information and attach a document if relevant

• The newly created CPD item is now listed in the Manage CPD section
• To assign this CPD item 
  • to assign a singular CPD item click assign next to it
  • to assign multiple CPD items at the same time, check the boxes next to the CPD items to assign and click Assign Selected

Select the employees you wish to assign this to. You can select by office, department or employees.

A pop up will appear.

• Enter the date you need this item to be completed by
• Select Mandatory

Since this is not mandatory, there will be no reminder emails sent.

The assigned CPD item is now listed for the employee.

The CPD item will not have a star since it is not mandatory.

The employee will need to log in and complete the training record if they would like to.

The employee can fill in the relevant information and add a record.

The CPD Approver can validate that record.

The CPD Validator can select the employee from the dropdown list. 

Each CPD item is assigned and the status of that item is shown.

If the employee has attached a record to the CPD item, the status will be Certified. 

To validate the record, click Manage Record.

View the certificate and Validate if correct. If it is incorrect, the record can be rejected and the employee can add a new correct record.

The status for this CPD item will now be Validated

Benefits of the CPD Feature

• Empowers Employees: Employees can take charge of their own development by creating and tracking their CPD items.
• Ensures Compliance: Automatic reminders and tracking help maintain up-to-date certifications and compliance with industry standards.
• Facilitates Continuous Learning: By making it easy to record and manage training, HRLocker supports a culture of continuous improvement and skill enhancement.

For further assistance or detailed guidance on using HRLocker’s CPD feature, please refer to our help center or contact HRLocker support.