Training | Configuration options

Policy options

By default, Training policy options are displayed in the Development Plan section of the policy.

Screenshot: Policy Options for Training (in the Development Plan section on the Policy page)

Option	Description
Training	Checkbox. If checked, the Training process is active and can be enabled for WX users.
Require Training On Development Needs	Checkbox. If checked, creating a new development need raises an action on the Actions list to add new training for the development need.
Manager Confirms Training	Checkbox. If checked, training requirements must be confirmed by the Team Member's manager. Check EITHER Manager Confirms Training OR Require Approval For Training.
Require Approval For Training	Checkbox. If checked, training requirements must be approved. Check EITHER Require Approval For Training OR Manager Confirms Training.
Training View Only	Checkbox. If checked, Training requirements can be viewed but not created or edited.
Edit Training	Picklist. The lowest level able to edit a training requirement. Select from: Team Member: can be edited by all. Manager: can be edited by manager or HR. HR: can be edited by HR only.
Training Manager Access	Picklist. The level of access granted to Managers through WX for their Team Members' Training. Select the picklist and choose from: None Managers have no access to Training for their Team Members. Read Managers can view but not edit Training for their Team Members. Edit Managers can view and edit but not delete Training for their Team Members. Edit and Delete Managers can view, edit, and delete Training for their Team Members.
Training Team Member Access	Picklist. The level of access granted to Team Members through WX to Training. Select the picklist and choose from: None Team Members have no access to Training. Read Team Members can view but not edit Training for themselves. Edit Team Members can view and edit but not delete Training for themselves. Edit and Delete Team Members can view and delete Training for themselves.

Field sets

Training object
Field Set	Purpose
Training Details	Fields displayed in the WX Training Detail view for each training activity.
Training Edit	Fields displayed in the WX Training Edit view for training activities in Draft status, accessible from the Training Detail view, Draft tab.
Training New	Fields displayed on the WX New Training view, accessible from the Training Detail view.
Training New From Library	Fields displayed, alongside the fields from the Training Details field set from the Training Library Item object, in the WX New Training From Library view beneath the Area and Training Name picklists. New Training From Library is accessible from the Training Detail view.
Training Outcome	Fields displayed on the WX Edit Training view for training activities in Active or Completed status, accessible from the Training Detail view, Active or Completed tabs.
Training Tile	Fields displayed on the WX Training Tile in addition to: The number of training activities in Draft status The name of the most recently added training activity Because of the limited space available on the tile, display is limited to the first two fields of the Field Set.

Training Library Item object
Training Details	Fields from the Training Library Item object displayed as read-only in WX when creating or editing a new training record. When creating a training record, the fields are displayed after selecting the training Area and Training Name. Fields from the Training New From Library field set from the Training object are also displayed when creating a new training record.

Training Library Item object

Field Set

Purpose

Training Details

Fields from the Training Library Item object displayed as read-only in WX when creating or editing a new training record. When creating a training record, the fields are displayed after selecting the training Area and Training Name.

Fields from the Training New From Library field set from the Training object are also displayed when creating a new training record.

Picklists

To edit these default picklist values:

Go to Setup and select the Object Manager tab.
Select object, select the picklist field, go to the Values related list.

Training object

Outcome field

Exceeded
Achieved
Not Achieved
Canceled

Training Library Item object

Type field

Book
Website
Video
On The Job
Online Training
Experience
Training Event
Course
Software

Object fields

To rename these custom fields:

Go to Setup and in Quick Find enter Override.
On the Override page select the:
- Package hosting the object
- Language
- Setup Component = Custom Field
- Object
- Aspect = Field Label
Enter new values in the Field Label Override column

Training object (HCM)
Default Field Label	Field Type
Action	Formula (Text)
Action Date	Formula (Date)
Approved Date	Date
Approver	Lookup (User)
Cost	Currency (16,2)
Cost Reporting	Currency (16,2)
Currency	Lookup (Exchange Rate)
Currency Code	Formula (Text)
Description	Long Text Area (32000)
Development Need	Lookup (Development Need)
Development Need Area	Formula (Text)
Development Need Item	Formula (Text)
End Date	Date
Last Currency Recalculation	Date/Time
Manager Action	Formula (Text)
Manager Action Date	Formula (Date)
Name	Formula (Text)
Outcome	Picklist
Rationale	Long Text Area (32768)
Rejected Date	Date
Result	Text (80)
Start Date	Date
Status	Formula (Text)
Submitted Date	Date
Supplier Area Id	Formula (Text)
Supplier Id	Formula (Text)
Team Member	Lookup (Team Member)
Team Member Unique ID	Formula (Text)
Training Library Item	Lookup (Training Library Item)
Training Name	Text (80)
Trigger Currency Recalculation	Checkbox

Training Library Item object (HCM)
Default Field Label	Field Type
Active	Checkbox
Description	Long Text Area (32000)
Supplier	Text (128)
Supplier Area Id	Text (128)
Supplier Id	Text (128)
Type	Picklist
URL	URL (255)

Record Types

Record types for the Training object:

New
Approved
Closed

Actions

Manager: Approve. Appears when:
- Team member submits a training request for approval, Require Approval For Training is selected in the policy, and an approval process is in place for training records.
Manager: Confirm. Appears when:
- Team member adds a training record for themselves, and Manager Confirms Training is selected in the policy.
Manager: Create. Appears when:
- A new development need is added to a team member and Require Training On Development Needs is selected in the policy.
Team member: Submit. Appears when:
- Team member adds a training record and saves it but does not submit for approval yet, and Require Approval For Training is selected in the policy.

Action Events

Event	When sent
Approve	When a Training request is approved by the manager. Applicable when Require Approval For Training is selected in the policy and an approval process is configured.
Delete	When a Training request is deleted.
Draft	When a Training request is edited by a team member or manager.
New	When a new Training request is entered by a team member or manager. Applicable when Manager Confirms Training is selected in the policy.
Reject	When a Training request is rejected by the Manager. Applicable when Require Approval For Training is selected in the policy and an approval process is configured.
Results	When a value is added to the Training Results field and the record saved.
Start Date	When a Training request Start Date is today. The trigger date can be offset* from the Start Date. The notification email triggered by Start Date is only sent when the Training record includes an Approved date.
Submit	When a Training request is saved by a Team Member and submitted for Manager approval. Applicable when Require Approval For Training is selected in the policy and an approval process is configured.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).