Professional Documents
Culture Documents
UM Training
UM Training
Preface
Congratulations with your purchase of Adrenalin Software. Adrenalin offers a comprehensive
and powerful HR System with Modules covering the complete life cycle of an employee in
your organization. Adrenalin is available as individual modules and also as an integrated suite
for Human Resource Management.
Adrenalin is designed to provide you ease of use and easy maintenance. The software itself
is subject to continuous development, incorporating the new and growing needs of the
industry, you can rest assured that you have made an investment for the future.
This document details the steps in completing forms in addition to information on the modules
and how to access the forms.
Copyright
Copyright © 2008 Adrenalin eSystems Limited. All rights reserved. Under the copyright laws,
this manual cannot be reproduced in any form without the prior written permission of
Adrenalin eSystems Limited.
Trademarks
Microsoft Windows, Windows SharePoint Services (WSS), SQL Express, SQL Server, MS
Outlook are registered trademarks of Microsoft Corporation.
Firefox and the Firefox logos are trademarks of the Mozilla Foundation.
Disclaimer
This manual, as well as the software described in it, is furnished under license and may be
used or copied only in accordance with the terms of such license. The content of this manual
is furnished for informational use only, is subject to change without notice, and should not be
construed as a commitment by Adrenalin eSystems Limited. Adrenalin eSystems assumes no
responsibility or liability for any errors or inaccuracies that may appear in this document.
Except as permitted by such license, no part of this publication may be reproduced, stored in
a retrieval system, or transmitted, in any form or by any means, electronic, mechanical,
recording, or otherwise, without the prior written permission of Adrenalin eSystems. Any
references to company names in sample templates are for demonstration purposes only and
are not intended to refer to any actual organization.
Colors displayed in the user documentation may not match the Adrenalin HR Software screen
colors as implemented in an organization as the color theme can change from company to
company. The data shown in the screenshots are fictitious and are provided for ease of
understanding.
Table of Contents
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Abbreviation Description
HRFAC HR Facilitator
Training FAC Training Facilitator
OU Organization Unit
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Body Text This is the common style for text in the document, while writing the
general text.
Caption Caption is to provide a label to the screenshot/diagram.
List Bullet Style for bulleted list.
A Tip or suggestion on how to use the functionality
Important. The user must take care and use the functionality as
described
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2.2 Configurations
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2.3 Faculty
Why should I use this form?
Use this form to create Internal and External Trainer/Faculty with basic details like
experience, projects, expert in.. A Faculty could be internal (who is also an employee in the
organization) or external (who is not an employee in the organization). In case of external
faculty, the contact details are also captured here.
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Created faculties are listed in the grid. Use the filter section to filter records in the grid based
on some condition.
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If the selected Faculty Type is ‘External’, then fill in the following details:
b. Enter First Name, Last Name, Address, and Postal Code of the
Faculty.
c. Enter Phone, Mobile numbers of the Faculty.
d. Enter E-Mail ID of the Faculty.
Skilled In Enter the skill of the Faculty. This is used to select a Faculty by skill.
Experience (Years) Enter Years of Experience of the faculty in the particular skill.
Comments Enter comments, if any.
Batch handled Enter the number of batches handled by the Faculty.
Attach Resume Click the [Browse] button to select resume of the faculty. This helps the
employee to know the faculty better.
Click [Add New Course] to add courses that will be conducted by the Faculty. A grid will be
displayed in the form as given below:
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ii. As many courses can be added here by clicking the [Add New course] button.
iii. Clicking [Remove Course] after selecting a record in the grid (by clicking the check
box near course title) will delete the selected record.
To Modify any Faculty detail, select the Faculty from the grid. Selected Faculty details will be
populated in the form. Make necessary changes and click [Submit] to save the changes.
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There are a number of reasons why you may wish to undertake CPD, including:
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All the existing courses are listed in the grid. Use the filter section to filter records in the grid
based on some condition.
Click the [+] icon on the left top of the grid to show/hide the grid.
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Program Details
Enter the Category Name and click [Add]. Entered category will be
added to the list. Double-click the newly added category to select.
Note: Follow the same step to create new Program Type and Target
Participants
Program Type Select Program Type from the drop down field. If the required Type is
not found in the drop down, click the ellipse button to add new Type.
Target Participants Select Target Participants from the drop down field. For example, for
managerial courses, the ideal target participants would be managerial
employees.
If the required Target Participant is not found in the drop down, click the
ellipse button to add new Target Participant.
Select Owner Type ‘@@’ in this field to populate employees. Select required
employee from the list.
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Apply Criteria
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Performance Rating Select the Performance Rating (All, 1, 2, 3, 4, 5 and Not Rated) i.e. the
rating based on the last year’s appraisal, who can attend the Training.
Once the Performance Rating is selected a Green Tick mark appears
confirming the field is entered. If ‘All’ check box is selected then, system
selects all the available values in this field, which means the training is
applicable to all the employees, irrespective of their performance rating.
Applicable To
This section allows the user to specify applicability for each course that is being registered.
For example, if the user wants to set up a course only to any particular location, the required
location can be selected from here. Only those employees from the selected location able to
see the course details and nominate for the course.
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Figure 7 Selection of OU
On clicking the ellipse button the screen opens with the OU list
Figure 8 Selection of OU
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Multiple OU’s can also be selected. After selecting multiple OU’s click the right arrow. The
selected OU’s will be populated on the right side column.
In case if all the OU’s are to be selected then click ‘Select All’ check box. Once the Select All
check box is selected the entire OU’s listed on the left side moves the right side.
Click [Select]
The selected OU appears in the OU field
Follow the same steps to select Position, Location, Designation, Region, Grade, City and
Department.
1. Skill Name will be loaded from ‘Competency/Skill Master’ and Levels are loaded
from ‘Two Field Master’ form.
2. More than one type of skills can be added by using ADD button and to remove
the skills use Remove Button.
Employees who are mapped themselves to the selected skills and levels in Skill Details form,
will be eligible to attend the Training. These ‘Skills’ are linked to Career Development which is
mapped to training development needs.
Training Path
If a training program is scheduled more than one day, it contains multiple sessions.
Each session is called as ‘Training Path’. Multiple Training Paths are consolidated as
a single Training Course. Documents attached against path will be available to the
Employee in ‘Training Details’ form to view after course completion and Training
Attendance given.
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1. ‘Create Training Path’ button is used to create multiple training path for single
training course.
2. Number of rows will be populated based on the numeric value entered in ‘No of
Training Paths’ field, if it is entered as ‘2’ in the ‘No of Training Paths’ field and
clicked ‘Create Training Path’ button, then two rows will be populated as shown
below.
3. Path Name – Existing Course name will be listed under Path Name dropdown
field. User selects the course name to be displayed as Path Name, from the
dropdown.
5. The Training Path given in the Course Creation form will be displayed in the
Course Schedule/Reschedule form with the details of Faculty Mapped, Program
Date, Time Duration, Venue and Alternate Venue.
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Post Activity
On submission, based on the workflow defined form will be sent for approval. Mail notification
will be sent to the initiator and approver.
After approval, created courses will be available in Course Schedule or Reschedule forms.
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1. My Position - On clicking it displays the skill details of the current position, with the
skill proficiency level of the employee.
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1. My Plan - It shows the proficiency chart of current skill level with reporting to
position’s skill level.
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Employees requested for any specific training, will be mapped to the Training Appraisal
mapping form, details of which will be available to the training facilitator during scheduling a
course.
During the Performance Appraisal Process, it is possible for the Appraiser to recommend
specific training that they feel the appraised employee should undergo. After the
Normalization process is completed in Appraisal.
Through Career Development based on the comparison of Current Skill Level and Expected
Skill Level against Position level and employee recommend himself/herself to improve hi/her
skills by attending training courses.
The recommended training gets listed in this form, enabling the Training Role Player to act on
them.
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1. The grid in the form displays the list of employees for whom normalization process
has been completed and they are marked with ‘training required’ option.
2. Select employee from the grid. The recommended training for that employee is
displayed in the ‘Identified Training Needs’ Box. The Training Manager has to map
this list against the list available under the box for ‘Select Courses’. If the course
suggested is not available in the ‘Select Course’ list then the Training Manager can
select ‘Others’. On selecting others the ‘Comments’ Box becomes editable and the
details of the specific course can be entered in this box.
3. Enter comments, if any (this field is editable when you select ‘Others’ in the ‘Select
Course’ Box).
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Note: When the training courses are mapped, the column ‘Course Recommended’ in the
‘Course Registration’ Form and ‘Status of Course Schedule’ Form will appear with a link.
This will only appear for the mapped courses. On selecting this link a list will pop up for the
employees who have been mapped to this course. The training manager can thus –
Schedule a Course for such employees using the Course Registration form to identify which
course needs to be scheduled for employees who have gone through the Appraisal process.
Courses, which have already been scheduled, can accommodate an employee who have
gone through the Appraisal process and for whom training appraisal feedback has been
mapped to the training. The Training Coordinator can click on the Link for course
recommended for the training course to get the list of employees and then attach them as
nominees to a training batch.
Note: It is not possible to add a Grade other than ‘Grade 1’ and ‘Grade 2’ since the publishing
can be modified only in ‘Course Registration’ form.
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Filter Criteria
This section allows the user to specify filter criteria, based on which the employee list will get
populated.
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Click [Go]
Eligible Filtered Population shows the list of employees above mentioned fields selected
combination.
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Note: If no filter option is selected under ‘Filter Criteria’, then the above two fields will be
applicable to the population as defined in ‘Course Registration’ form.
Provide the details and click [Populate]. For every day of the course the details will be
populated. Refer image below:
If more than 1 Faculty is mapped in Course Registration Form for scheduled course, selection
of Faculties Day wise or Hour basis is possible by clicking ‘Add’ link. In the same way Date,
From Time, To Time, Venue and alternate Venue can be changed by clicking ‘Add’ link.
Click [Delete Row] after selecting the row will delete the selected row.
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Post Activity
On submission, based on the workflow definition it will be sent for approval. Mail notification
will be sent to the initiator and approver.
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All fields other than Program Title, Duration, Batch size, Cost per person, Post
Training Feedback, Participant Feedback, Holiday List and Period can be modified.
Post Activity
On submission, it will be sent for approval. Mail notification will be sent to the initiator and
approver.
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Select the Program Title. If there are any approved courses available, then the
‘Registered’ option will get enabled. On selecting this option, then the existing
courses get populated in ‘Batch Name’ drop down field.
Select the course that need to be cancelled. On selecting a Batch name, details of
the selected course will be populated in the form.
Now select the option ‘Yes’ against the field ‘Cancel’.
Click [Submit]. The selected course will be cancelled.
Course Cancellation List shows the list of courses cancelled. The details of cancelled course
can be availed specifically through the filters of Program Title, Category, Target Participant,
Start Date and End Date.
Note: Training courses are displayed in this training calendar based on the applicability, as
set in course registration form.
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Dates in which training is scheduled is shown with an icon. When the mouse is moved over
the icon, the course title is shown as a tooltip.
Click the link to nominate for the course. On clicking the link, the Course Nomination form is
shown.
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In case the employee has already nominated for the course and it is approved, then on
clicking the date, system shows the Nomination Withdrawal form.
Note: All scheduled courses will not display for all employees, based on mapping done in
Course Registration form the courses will be displayed for the employees and they can go for
nomination of the courses.
Note: Courses will be displayed in the form based on the applicability set for the course. For
example, if a course is registered for employees belonging to ‘Bangalore’ location, only those
employees will be able to see that course in their Course nomination form.
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Select the course for which nomination has to be done. Details of the selected course will be
displayed.
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By clicking the Program Title in Course Nomination form new screen will pop up with Faculty
Name, Start Date, Start Time, End Time and Venue.
Note: All scheduled courses will not display for all employees, based on mapping done in
Course Registration form the courses will be displayed for the employees and they can go for
nomination of the courses.
Post Activity
Approved nominations will be available in Status of Course Schedule, Nomination
Withdrawal, and Manager Nomination form.
Type ‘Forms Pending for your Approval’ in ZOLOG search bar and select ‘Course
Nomination’ from the Pending Forms List.
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On selecting the form name, the list of nominations that are waiting for approval will be shown
as below:
Click a record to view details of the nomination. The nomination details will be displayed as
shown here:
Enter Comments and click [Accept] to approve the nomination. Click [Reject] to reject the
request.
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When an employee requests for withdrawal of an approved nomination for a schedule course
then, depending on the workflow, which has been configured, it will go to an approver or be
directly withdrawn. As a result of the action (or Approval by manager), the Nominee is
removed from the batch to which he or she was assigned. In case workflow has been set
then the Employee will get a notification after the Manager approves or rejects the request.
1. List of all the approved nominations are shown in the grid. Select the Program Title
to be withdrawn.
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1. Courses which are set with ‘Open for Manager Nomination’ option as ‘Yes’ (in Course
Schedule form), and start date is greater than the current date will get displayed in
the grid..
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3. Details of the selected course such as start date, end date, last nomination, program
objectives etc., will be populated.
4. The ‘Reportees’ text box shows the list of employees reporting to the logged in
manager. Click on employee names and click “>” to select the employees for
nomination. If any employee(s) has been shortlisted for Manager Nomination, then
those employees will also be displayed here.
6. The ‘Nominated’ text box shows the list of subordinates/employees who have been
already nominated by the manager.
7. Enter Comments
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On clicking Go button, the Start Date, End Date, Venue and Batch Size etc. gets displayed
automatically as per the details given in Course Schedule form.
If any employee(s) is selected during Course Schedule (by selecting under ‘Admin
Finalization’ option), those employees will be displayed in the form, with ‘Finalization Status
as ‘Approved’. Training Fac can also add / remove nominees for the selected course.
Adhoc Nomination – Training Fac can nominate employees without the approval of their
respective managers. Intimation mail will be triggered to the respective employee after the
submission.
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1. Employees basis the parameter – Employees are listed based on the ‘Applicable
To parameters’ defined in the Course Registration or ‘Filter Criteria’ in the Course
Schedule Form.
Select the Employee from the grid and Click [Choose] to add the employee to Nomination list.
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1. Select the Employee from the grid and Click [Remove Participant] to remove the
employee from the Nomination list.
3. Click [Submit] to create batch with the given details. Employees who are self-
nominated or nominated by manager should get submitted in this form, only then their
details will be available for recording Training Attendance.
5. To modify any record from the grid, select the record by clicking on the grid.
Selected record will be populated in the form. Make Changes and click [Submit] to
save the data.
Note: When nominees are added to a batch for a scheduled course instance, the Nominee,
Reporting Manager, and the Faculty will get an e-Mail notification based on the workflow set.
This will include the details of the course.
If any Pre-training feedback is mapped to any course, then the nominees for the course are
required to fill-in the template prior commencement of the course.
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1. List of courses nominated and approved appears on the grid. Select a course for
which feedback has to be given.
2. The Pre-training Feedback Template that has been attached to the selected course in
the Course Schedule will be populated.
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List of courses for the employee who has been nominated is shown in the grid. Click on a
record to view the details.
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1. Filter section is provided in the form, so as to enable searching for existing records.
2. Select the program for which attendance has to be recorded. Details of selected
program along with the participants will be displayed in the data section.
3. Select the check box to record attendance for the participants for each day of
attendance.
5. Attendance can be marked only to the programs whose starting date is equal to
current date. This is configurable. You can configure this using the Adrenalin
Configuration Editor form. (Administration Setup HRMS Adrenalin Configuration
Editor)
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6. To change the number of days from 2 (Default) to 5 - Set the Value of TRN_ATTEND
as 5. This will allow for attendance to be recorded for the participant within 5 days
after the end of training.
7. Click [Reset] to cancel the selections made and refresh the form.
8. Click Training Course Name given as Link to view the details of the course.
Note: After Attendance is marked the information is available for Training Record Creation.
The CPE or CPD Master is also updated, if the values for the same had been entered in the
Course Schedule Form. If the Formal and Informal Plan for CPE and CPD has been
maintained in the CPE or CPD Master then the variance will be displayed in the CPE or CPD
Master form.
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2. Select the Training program for which training record has to be created. Details of
selected training course along with the list of participants and their attendance
percentage will be displayed. The Training Manager will decide based on the
Attendance %, whether to create the training record for that employee or not.
3. Select the participants for whom training record is to be created by clicking the
check box.
The check box will not be available if the training record has already been
created.
4. Click [Submit].
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All the courses that are handled by the faculty are shown in the grid. Filter section is provided
in the form, to enable searching for existing records.
1. Select the batch for which feedback has to be provided. Make necessary selections
and click [Submit].
Post Activity
Once Faculty evaluation has been provided, details will be available as a link in Participant
Feedback View under “Faculty Feedback” column.
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1. List of courses attended by the employee appears on the grid. Select a course for
which feedback has to be collected.
2. The questionnaire that has been attached to the selected course in the Course
Registration Form will be populated.
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Post Activity
Once submitted, these details will be available as a link in Participant Feedback View under
“Participant Feedback” column.
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1. Click on a record from the grid. Template mapped for Post training in the Course
Schedule Form for this course will be displayed.
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1. Click Feedback link to view the feedback filled by the employee in the Pre-training
Feedback form.
1. Filter section is provided in the form, to enable searching for existing records.
2. Click on a program from the grid to view the participant feedback. List of participants
who attended that training course is populated in the form.
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4. If feedback is given by Faculty, the link ‘Feedback’ appears under ‘Faculty Feedback
View’ column. Click on the link to view the feedback given by Faculty.
5. If feedback is given by Manager, the link ‘Feedback’ appears under ‘Post Training
Feedback View’ column. Click on the link to view the feedback given by Manager.
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1. List of completed course appears on the grid. Select a course for which cost details
have to be provided.
2. List of participants for the selected course will be populated on the form.
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3 Index
Course Cancellation List ......................... 39 Participant Feedback ....................... 51, 58
Course Cost Entry .................................. 62 Post Training Feedback ......................... 59
Course Nomination ................................. 41 Registered for Courses .......................... 53
Course Registration ................................ 13 Status of Course Schedule .................... 48
Course Reschedule ................................ 36 Training Appraisal Mapping ................... 25
CPE or CPD Master ............................... 11 Training Calendar .................................. 39
Faculty ...................................................... 7 Training Record Creation ....................... 55
Faculty Evaluation .................................. 56
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