How to
- Training is a staff-by-training-type matrix; upload certificates, set expiry, and managers sign off review.
- Supervision / Appraisal runs templated sessions with sign-off.
- Staff (HR documents) holds each person's document file; new starters come through the candidate flow.
- Staff without manager access use My Documents to upload their own.
Tip: expiring training and HR documents trigger reminder emails to managers, so keep expiry dates accurate.
Related: Training · Supervision and appraisal · Competency