Assigning courses / qualifications to employees from the course record
The course card has 2 tabs ('employees +' and 'employees -') that list all employees who have the course / qualification already completed or scheduled and all employees who do not have this course scheduled or in their history.
To see the list of employees who do not have this course at all, click the 'employees -' tab.
To assign the course to any employee on the 'employees -' list, click the assign to employee button on the relevant row.
Most details on this dialog will be pre-filled. You simply have to set a due date for when you want the employee to complete the course.
Click Confirm to finish.
Back on the 'employees +' list you will now see the employee listed to confirm that the course has been assigned to the employee.
You can assign the course to multiple employees at once by selecting more than 1 employee record on the 'employees - ' list and then clicking the assign course to multi button at the top of the list. Then proceed as above to set the due date and confirm.
How to select multiple records: