How to delete or archive a CPD Item

Managing Continuous Professional Development (CPD) items effectively includes knowing how to archive or delete items when necessary. Here is a detailed guide on how to archive and delete CPD items in HRLocker.

Archiving a CPD Item

• Navigate to Manage CPD:

  • Log into your HRLocker account as a manager or admin and access the CPD 
  • select "Manage CPD" 

• Archiving Process:

• • When you decide to archive a CPD item, it will be removed from all employees it was assigned to, as well as from the Office and Department listings.

• Viewing Archived CPD:

• • To view certificates associated with the archived CPD, you can access them through the employees' CPD logs.
  • Managers can view archived CPD items by going to "Manage CPD" and selecting "Archived" from the dropdown menu.
  • Archived CPD items can be reactivated to "Active" status from here.

Deleting a CPD Item

• Conditions for Deletion:

  • CPD items can only be deleted if no employees are currently assigned to them. This ensures that all records are clear and no mandatory training is accidentally removed.

• Remove Employees from CPD Item:

• • Go to "Manage CPD" and click "Assign" for the CPD item you wish to delete.
  • You will see a list of all employees assigned to this CPD item. Remove all employees from this item to proceed with deletion.
• If you want to remove the CPD item form a specific office or department, you can do this though selecting CPD from Office or Department settings.

• Deleting the CPD Item:

  • Once all employees have been removed, the delete icon will become available.
  • Return to the "Manage CPD" section and delete the item.

By following these steps, administrators and managers can effectively manage the lifecycle of CPD items within HRLocker, ensuring that the platform remains a valuable tool for employee development and organizational compliance. For further assistance, contact the HRLocker support team or refer to the online help resources.