External Trainings in Tyfoom

External trainings let you record and track certifications, licenses, and any training your employees complete outside of Tyfoom. Common examples include CPR, OSHA courses, or forklift licenses.

1. Go to the Documentation tab

Setup starts with creating a training type. So first, go to the documentation tab.

2. Select External Training Types

And then click external training types.

3. Add New Training Type

And then click on ADD training type.

4. Add Type Details

Will you CPR certification as our example, in the name? Field type, CPR certification. And you can add an optional description.

5. Enable Expiration Setting

Next, decide if this training expires. If it doesn't, leave it unchecked and you're done. Since CPR certifications do expire, we'll check the box.

6. Set Expiration Period

Now we set a default expiration window. In this case, two years.

7. Optional: Disable Push Notifications

If push reminders stay enabled, employees are notified automatically before their training expires at 90, 60, 30, and 7 days prior, unless it is renewed before then.

8. Create Training Type

Click create external training type when you're done.

9. Access External Trainings

Now, we'll log a training record for an employee. Go to external trainings.

10. Download, Import or One-by-one

On this page, you can choose to download current records, import new ones or add them one at a time.

11. Add External Training Record

For this example, we'll just add a single record.

12. Enter Training Record Details

Add your record details, including optional notes and an attachment. The attachment could be the image of the certificate if you have one.

13. Select Applicable Employee

Select which employee you're adding this record to.

14. Create External Training

When you're done click create external training.

15. Access Documentation Section

This page will give you a quick view of all your most recent external training records.

If you have any questions, please contact us at customercare@tyfoom.com.

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