Training

Training Program and Training Event schedule learning for employees in Smooth HR Tenure module. Programs define curricula; events are scheduled sessions with attendees, feedback (Training Feedback), and results (Training Result).

Help URL: https://smoothhiring.com/help/hrms/tenure/training

Table of contents

1. Overview
2. Desk paths
3. Training Program
4. Training Event workflow
5. Feedback and results
6. Who uses training
7. Common mistakes
8. Troubleshooting

Overview

Smooth HR runs on Frappe v16. Module sidebars (People, Recruitment, Expenses, Performance, Tenure, NextAI) appear after login. DocType lists use /app/{slug}; workspace homes use /desk/{module}.

Desk paths

Training Program

1. Tenure → Setup → Training Program → Add.
2. Name, description, default trainer, duration.
3. Reuse program across recurring events.

Training Event workflow

flowchart TD
  Prog[Training Program] --> Ev[Training Event]
  Ev --> Emp[Add employees]
  Ev --> Run[Conduct session]
  Run --> FB[Training Feedback]
  Run --> Res[Training Result]

1. Create Training Event; link program.
2. Set schedule, location, trainer.
3. Add employees to roster.
4. After event, collect feedback and record results.

Feedback and results

Training Feedback captures participant ratings. Training Result stores completion status for compliance (e.g. mandatory safety training).

Who uses training

HR schedules; employees attend; managers track team completion.

Common mistakes

Troubleshooting

Compliance training

Run quarterly reports on mandatory programs. Link events to departments for role-based assignments.

Frequently asked questions

External trainers?

Set trainer name on event; no Employee link required.

Skills map?

Employee Skill Map in Tenure setup complements training history.

Related guides

• Tenure overview
• Employee Separation
• Performance overview

Additional operational detail

Smooth HR v16 organizes HR into module workspaces accessible from the desktop app switcher. Each module sidebar mirrors production fixtures in the HRMS app: People at /desk/people, Recruitment at /desk/recruitment, Expenses at /desk/expenses, Performance at /desk/performance, Tenure at /desk/tenure, and NextAI at /desk/nextai. DocType routes follow /app/{slug} where slug is the lowercased DocType with spaces replaced by hyphens.

HR Managers configure masters and approvals; HR Users run daily transactions; Employees interact through self-service when User records link to Employee and roles permit; System Managers own site configuration including NextAI API credentials. Before go-live, validate Role Permissions Manager entries for each DocType mentioned in this guide.

When migrating from spreadsheets, import Company and Department before Employee, then recruitment and expense histories. Use Data Import templates and fix validation errors row-by-row rather than bulk-deleting partial loads. Clear desk cache after fixture updates so sidebars reflect the latest Smooth HR layout.

For payroll-adjacent HR data, keep Employee company and department aligned with cost centers. For recruitment, remember Job Applicant documents use email as the primary key. For expenses, settle Employee Advance balances on Expense Claim submission. For performance, run Appraisal Cycle to batch-create Appraisal records. For tenure, complete Employee Separation projects before deactivating employees. For NextAI, store Gemini or OpenAI keys only in NextAI Settings and review usage logs before retention cleanup runs.

Additional operational detail

Smooth HR v16 organizes HR into module workspaces accessible from the desktop app switcher. Each module sidebar mirrors production fixtures in the HRMS app: People at /desk/people, Recruitment at /desk/recruitment, Expenses at /desk/expenses, Performance at /desk/performance, Tenure at /desk/tenure, and NextAI at /desk/nextai. DocType routes follow /app/{slug} where slug is the lowercased DocType with spaces replaced by hyphens.

HR Managers configure masters and approvals; HR Users run daily transactions; Employees interact through self-service when User records link to Employee and roles permit; System Managers own site configuration including NextAI API credentials. Before go-live, validate Role Permissions Manager entries for each DocType mentioned in this guide.

When migrating from spreadsheets, import Company and Department before Employee, then recruitment and expense histories. Use Data Import templates and fix validation errors row-by-row rather than bulk-deleting partial loads. Clear desk cache after fixture updates so sidebars reflect the latest Smooth HR layout.

For payroll-adjacent HR data, keep Employee company and department aligned with cost centers. For recruitment, remember Job Applicant documents use email as the primary key. For expenses, settle Employee Advance balances on Expense Claim submission. For performance, run Appraisal Cycle to batch-create Appraisal records. For tenure, complete Employee Separation projects before deactivating employees. For NextAI, store Gemini or OpenAI keys only in NextAI Settings and review usage logs before retention cleanup runs.

Last updated: May 2026

Additional operational detail

Smooth HR v16 organizes HR into module workspaces accessible from the desktop app switcher. Each module sidebar mirrors production fixtures in the HRMS app: People at /desk/people, Recruitment at /desk/recruitment, Expenses at /desk/expenses, Performance at /desk/performance, Tenure at /desk/tenure, and NextAI at /desk/nextai. DocType routes follow /app/{slug} where slug is the lowercased DocType with spaces replaced by hyphens.

HR Managers configure masters and approvals; HR Users run daily transactions; Employees interact through self-service when User records link to Employee and roles permit; System Managers own site configuration including NextAI API credentials. Before go-live, validate Role Permissions Manager entries for each DocType mentioned in this guide.

When migrating from spreadsheets, import Company and Department before Employee, then recruitment and expense histories. Use Data Import templates and fix validation errors row-by-row rather than bulk-deleting partial loads. Clear desk cache after fixture updates so sidebars reflect the latest Smooth HR layout.

For payroll-adjacent HR data, keep Employee company and department aligned with cost centers. For recruitment, remember Job Applicant documents use email as the primary key. For expenses, settle Employee Advance balances on Expense Claim submission. For performance, run Appraisal Cycle to batch-create Appraisal records. For tenure, complete Employee Separation projects before deactivating employees. For NextAI, store Gemini or OpenAI keys only in NextAI Settings and review usage logs before retention cleanup runs.

Additional operational detail

Smooth HR v16 organizes HR into module workspaces accessible from the desktop app switcher. Each module sidebar mirrors production fixtures in the HRMS app: People at /desk/people, Recruitment at /desk/recruitment, Expenses at /desk/expenses, Performance at /desk/performance, Tenure at /desk/tenure, and NextAI at /desk/nextai. DocType routes follow /app/{slug} where slug is the lowercased DocType with spaces replaced by hyphens.

HR Managers configure masters and approvals; HR Users run daily transactions; Employees interact through self-service when User records link to Employee and roles permit; System Managers own site configuration including NextAI API credentials. Before go-live, validate Role Permissions Manager entries for each DocType mentioned in this guide.

When migrating from spreadsheets, import Company and Department before Employee, then recruitment and expense histories. Use Data Import templates and fix validation errors row-by-row rather than bulk-deleting partial loads. Clear desk cache after fixture updates so sidebars reflect the latest Smooth HR layout.

For payroll-adjacent HR data, keep Employee company and department aligned with cost centers. For recruitment, remember Job Applicant documents use email as the primary key. For expenses, settle Employee Advance balances on Expense Claim submission. For performance, run Appraisal Cycle to batch-create Appraisal records. For tenure, complete Employee Separation projects before deactivating employees. For NextAI, store Gemini or OpenAI keys only in NextAI Settings and review usage logs before retention cleanup runs.

Smooth LMS (training)