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  1. HRMS with Document Vault
  2. Features
  3. Learning
Feature · Learning

Learning

Courses describe the learning offer, its category, delivery method, mandatory flag and validity period.

OverviewTraining expirations
HRMS with Document Vault · Learning

Training expirations

Training records

New
Expiring soon3
CRS-1466TR-58892
12 Oct
CRS-4847TR-13215
09 Oct
CRS-7203TR-59015
13 Oct
Add
Expired3
CRS-4434TR-61644
01 Oct
CRS-5270TR-23331
05 Oct
CRS-3549TR-17936
03 Oct
Add
Example screen with sample data

What you can do

Learning in daily work

Courses describe the learning offer, its category, delivery method, mandatory flag and validity period. Course enrollments track each employee assignment, due date, progress and outcome. Training records retain the completed title, provider, completion date, possible expiration date and certificate URL. L&D Admin can work from current assignments to credentials requiring follow-up.

L&D Admin maintains the course catalog, employee enrollments and completed training records. An enrollment carries assignment reason, due date and outcome. A training record carries completion date and, when applicable, expiration date and certificate link. The expiration worklist helps L&D Admin find records needing review; course completion still needs a confirmed result.

How the work is organized

  • Choose a course. L&D Admin checks the course category, mandatory flag and delivery method.
  • Track an assignment. L&D Admin links an employee and follows the enrollment outcome.
  • Retain completion. L&D Admin records the completed learning and checks any expiration date.

What to agree during setup

Agree which courses are mandatory for each role, how completion is confirmed, and how an external learning result is received. Set a review habit for expiring training records and distinguish a course enrollment from a completed credential.

Decide how a training result is confirmed before L&D Admin marks an enrollment Completed. Agree who supplies the certificate link and how validity is calculated. A course marked mandatory does not by itself identify every assigned employee; review the actual enrollments for the target population. Test a cancelled enrollment and an expired training record as separate cases.

Check the handoff on an actual case

A worker completes a safety course. L&D Admin checks the course enrollment outcome, records the completion date and provider, and sets the training record expiration when applicable. As expiration approaches, the record appears in the follow-up view for review.

L&D Admin opens Training expirations and checks the employee, course and completion date. If the certificate date is wrong, L&D Admin corrects the training record before using it for follow-up. Compare the enrollment outcome with the retained training record. A completed enrollment alone should not be treated as a current credential without its corresponding dated record.

What your team sees

  • Training expirations — L&D Admin finds records marked expiring or expired.
  • Active employees — L&D Admin checks the employee linked to a course assignment.

Follow the work through

What it keeps track of

Data model
Courses
Learning catalog of courses and certifications.
Course enrollments
Employee enrollment in a course; the learning transaction record.
Training records
Durable, audit-safe record of completed training and certifications.
Employees
Central person record for every worker; all suite transactions tie back to Employees.

Who uses it

Permissions
L&D Admin
Maintains courses, enrollments and training records.
Admin
Can correct configuration.
Employee
Can read their assigned training record.

Set up HRMS with Document Vault your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started