Window-Based Training Schedule

This guide covers Window-Based training. The other type of training is a Rolling Schedule.

Overview

"Window" schedule trainings allow you to setup a window of time each year that a training is completed. This is for annual trainings only. Employees are considered up-to-date if they completed it last time the training was offered.
For example, I want everyone to complete "Ladder Safety" in June each year, regardless of when they previously completed it.

New Employees

A "New Employee" is someone who was hired after the training was last offered. If the profile has no hire date, the profile creation date is used.  If no hire date is set, the profile's creation date is used.

For new employees, you may want them to complete the training immediately to "catch up" with the group. Or maybe you want them to wait until the window opens like everyone else.

The "Required for New Employees" switch determines whether it's required for them.  If they are not required, their status will be "Other" until the training window opens (and they will not receive a task until the window opens).


Last Offered Date

Any completion after the "Last Offered Date" will be considered "up-to-date". If no "Last Offered Date" is listed then all completions are considered valid.

If a training has never been offered, then it will only show an employee as "expired" if "Required for New Employees" is checked.

Tasks 

Task are visible any time an employee is either expiring or expired.

Example Scenarios

Here are some example scenarios that may help explain various situations.

Description Status Task
Completed it today Up-to-date -
Completed it last time, in the window Expiring Y
Completed it last time, outside the window Up-to-date -
Never completed, new are required Expired Y
New employee, new aren't required, in the window Expiring Y
New employee, new aren't required, outside the window Other -
Old employee, never completed, new aren't required, has been offered Expired Y
Old employee, never completed, new aren't required, never been offered, in the window Expiring Y
Old employee, never completed, new aren't required, never been offered, outside the window Other Y