Tasks - Training (in person) - Trainees
- Eduarda Ruskim Carvalho
1 - Introduction
After adding trainees in a class, it is possible to perform few changes that may impact on the worker’s logistic needs, beyond other functions. In this article, these changes will be displayed.
Another important issue in this article is to cancel the worker's attendance, as there is no option to exclude face-to-face training.
2 - Steps
2.1 After creating the training and including the participants they will be displayed as a list as the image below.
2.2 Click above one of the workers on the list and the window “Trainee“ will open as below:
Field | Description |
|---|---|
Use Hotel | If the participant needs a hotel, must be informed in this field. |
Need transportation | If the participant needs transportation to perform the training, it must be informed in this field. |
Flight | Free text to add information about the worker’s flight. |
Origin Address | Inform the origin address. This registration origins from:https://sapiensia.atlassian.net/wiki/spaces/STAFF/pages/3408352 or Cadastros - Endereços . |
Address Description | Free text. |
Observation | Free text. |
Bank Account | The system will search for the registered accounts from Cadastros - Trabalhadores or Cadastros - Manter conta bancária . |
Pay Advance | If the worker earns an amount to pay the logistics costs, check this option. |
Advance | Inform the advance payment. |
2.3 After finished filling the information, click on “Save“ and close the window.
3 - Changing the Origin Address
3.1 To change the participant’s address, on the “trainees“ tab, select the worker and click on “Change“ and then click on “Origin Address”.
3.2 The window “Origin Address“ will be displayed and the user can select any address registered on Drake as Origin address for that specific occasion.
3.3 After changing, click on “Ok“ to finish.
4 - Cancelling training participant
4.1 Drake does not allow excluding a worker from face-to-face training. However, in the “Trainees” tab it is possible to cancel the participant and add a reason for this.
4.2 To do so, select the worker on the checkbox and click on the option “Cancel“..
4.3 A window to add a reason will be displayed. After filling, click on “Ok“ to finish.
4.4 Note that after this procedure, the worker will not be displayed on the “Trainees” tab anymore and the cancellation information will be displayed on the tab ““, through the columns “Cancelled“, “Cancellation Comments“ and “Reason“.
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