Record training with its evidence
Training records for employees, contractors and named individuals — with the certificate attached, not filed elsewhere.
4 min read · Last reviewed 18 August 2026
Record the training
- 1
From Training, add a record: the person, the requirement it satisfies, when it was achieved and when it expires.
- 2
Record the awarding body and certificate number where the ticket has them, and attach the certificate itself as evidence.
People beyond the payroll
Records can belong to your employees, to contractor personnel, or to a named individual outside the system entirely.
That matters because the competence question — can this person do this work here — does not stop at your payroll.
Note: Free-text people are honest about what they are: a name and evidence you hold, not an account that manages itself.
Let expiry do the chasing
Each requirement’s renewal lead time decides when a record turns amber.
The matrix and the navigation counts surface it — renewals become a planning item, not a surprise.