Automatic course assignment, with deadlines and alerts before the due date

Managing a company's training is, above all, keeping track of who has to take which course and by when. People join, change job roles and go on leave or vacation, and each of those moves changes the training that applies to them. Doing that by hand, course by course, stops being viable as soon as the workforce grows.

In Clikma, course assignment starts from the employee roster: each upload evaluates the rules by job role, area or location and assigns training to those who join or change job roles. For everything else there is bulk assignment by filters or Excel, assignment by managers and withdrawals with a reason, which do not erase the record. Tracking is done with deadlines, training periods and a traffic-light risk indicator that alerts before the due date.

Training assignment

• Mandatory and elective training with deadlines

  Each piece of content is assigned as mandatory or elective with its own deadline, and electives have their own validity period in days.

• Automatic assignment by job role, area or location

  When the employee roster is uploaded, the rules assign training and release it immediately, after a set time or once the previous content is completed.

• Assignment on joining or changing job roles

  Each roster upload evaluates the rules and assigns training to those who join and to those who change job roles.

• Bulk assignment by filters or Excel

  Assign, unassign and change dates in bulk, by filtering people or uploading a spreadsheet.

• Course assignment by managers

  Managers enroll their direct reports, or their entire reporting line, in content from the catalog.

Deadlines and tracking

• Traffic-light risk indicator before the due date Differentiator

  Each company defines its own thresholds and colors, and the platform shows alerts before the deadline passes.

• Deadlines that account for leave and vacation Differentiator

  Recorded leave and vacation are reflected in each person's training deadlines.

• Training periods with history

  Each person's plan is organized by period and keeps the history of previous periods.

Withdrawals and history

• Unassignment without losing the record

  If the person already had progress, the unassignment is recorded as a withdrawal instead of being deleted.

• Withdrawal form with a reason

  The manager or the analyst requests the withdrawal of participants and states the reason, including withdrawals from SENCE courses (SENCE is Chile's public training and employment service, which administers the training tax incentive).

• Upload of past training

  Earlier training is uploaded from a template, so that the training history is kept in one place.