HR – Training and Competence
Understand how the Unit4 ERP can support you in efficiently monitoring and identifying the skills progression of your staff, promoting effective training and development programs.
Summary
Learning and development planning is a key focus for all organisations where recording internal skills is vital for managing your workforce.
This one day course will provide an understanding of how to
record and maintain skills and competencies and link them to the Unit4 ERP’s training function so you can motivate staff by creating meaningful training programs, reduce attrition and plan for future forecasted projects.
Learning outcomes
The objectives of the course are to help you understand the basic structure of the Unit4 ERP Training and Competence module and its interaction with other components of Unit4 ERP including how to:
- Create and assign competencies
- Set up requirements due to training needs
- Create a new course, a course schedule and assign delegates
- Maintain a course including the status of course participants and the completion (successful or otherwise)
- Set up course evaluation forms, distribute them to participants and how to evaluate the results
- Register for a course
- Run enquiries and produce reports
Delegate pre-requisites
Familiarisation – Hire to Retire (H2R) HR
Who is it for?
- HR Administrator
- HR Manager
Session 1
Competence Overview
In this session you will be introduced to competences which you can use in Unit4 ERP to record skills, qualifications, and personal attributes of resources.
NB: The competence module also forms the basis for gap analysis covered in the next section.
You will cover:
- Overview of competence module
- Competence types and competences
- Setting up competence types
- Entering competence information in Unit4 ERP Desktop
- Entering competence information in Unit4 ERP Web
- Competence enquiries
Session 2
Gap Analysis Overview
In this session you will be introduce to the functionality that allows you to analyse competency information held within the Unit4 ERP.
You will cover:
- Looking at competence requirements
- Looking at competence requirement rules and analysis
Session 3
Training Administration Overview and Course Setup
In this session you will gain an understanding of the Training Administration module and preliminary setup required.
You will cover:
- Which courses need to be defined and what competence level can be gained
- Allocate courses to a time slot and instructor in the course calendar
- Record and monitor costing details for courses
- Run a gap analysis
- Register participants to the course
- Update resource competences
- Generate and send course certificates
Session 4
Course Scheduler Overview
In this session you will understand how to create scheduled course events pulling through the default information held against the course.
You will cover:
- Creating a new schedule
- Copying courses
Session 5
Assigning Course Participants Overview
In this session you will learn how to assign participants to a specific course.
You will assign participants:
- Directly through Participants in the ‘Course scheduler’ window
- By transferring resources from training needs.
Session 6
Course Maintenance
In this session you will see how to perform some course maintenance activities and how to update Unit4 ERP Competences on successful completion of the course.
This session is divided into three demonstrations:
- Changing status of course participants
- Update competence on course completion
- Course management
Session 7
Course Evaluation Form Setup
This session aims to explain and demonstrate how to set up and distribute training course evaluation forms for a course event in Unit4 ERP.
Your will cover:
- Set up the questions
- Assemble the evaluation form
- Distribute the form
- Complete the form
- View responses
Session 8
Registering for a Course
In Unit4 ERP, resources or managers can register themselves onto training courses where courses have been scheduled. Y
This session is divided into two demonstrations, giving you an understanding of:
- Registering for a training course as an employee
- Viewing and amending a scheduled course as an administrator
Session 9
Enquiries and Reporting
In this session you will be shown how to perform enquiries on information held within the Course Module.
Your will cover:
- Enquiring to establish the course a particular employee has attended
- Enquiring to establish who has a training need for a particular competence and course
- Enquiring to identify who is waiting to go on a particular course because the course is full
- Enquiring to identify a list of scheduled course dates for a particular course
- Evaluation Enquiries
Premium Education training subscription
Part of the College of HCM
Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.
More details about Premium Education will be coming soon. Watch this space!
In the mean time if you would like to know more email [email protected]
Cancellation policy
All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.
Language
Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.
Book your training
Delivered virtually, price per person plus VAT. Interactive workshop with experienced consultant.
Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.
Related courses
-
Payroll Year End for Unit4 ERP
Getting FamiliarPayroll Year End for Unit4 ERP
College of HCM -
Workflow Basics for Unit4 ERP
Getting AdvancedWorkflow Basics for Unit4 ERP
College of System Admin -
Unit4 Workspaces
Getting AdvancedUnit4 Workspaces
College of System Admin -
Unit4 Webservice API Workshop
Getting AdvancedUnit4 Webservice API Workshop
College of Reporting and Technical -
Unit4 Service Call Workshop
Getting AdvancedUnit4 Service Call Workshop
College of Reporting and Technical -
Unit4 PCB
Getting FamiliarUnit4 PCB
College of Projects -
Unit4 Payroll Setup and Processing
Getting to GripsUnit4 Payroll Setup and Processing
College of HCM -
Unit4 Payroll
Getting FamiliarUnit4 Payroll
College of HCM -
Unit4 Fixed Assets
Getting FamiliarUnit4 Fixed Assets
College of Finance -
Unit4 Extension Kit Enablement
Getting AdvancedUnit4 Extension Kit Enablement
College of Reporting and Technical