Training request workflow template

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

1. Request

   Whoever starts the request

   Tell us about the training you want to take.

   7 fields in the request form

   • Course or event *Name and institution Text
   • Link Link
   • Format *Online, In person Choice
   • Start date * Date
   • Enrollment cost * Amount
   • Travel and lodging Amount · when needed
   • How will it help your work? * Long text

2. Manager approval

   A person or team you choose

   Check if the training fits the employee's development plan.

   Approval: Approvers you choose Due in 3 days (business time)
   3 fields

   • Total investment Calculated
   • During working hours? *Yes, No, Partially Choice
   • Notes Long text

3. HR approval

   A person or team you choose

   Investments above 3,000 are checked against the training budget.

   Approval: Approvers you choose Due in 3 days (business time) Runs only when needed
   2 fields

   • Budget *Training budget, Department budget Choice
   • Notes Long text

4. Enrollment

   A person or team you choose

   HR enrolls the employee and pays for the course.

   Due in 5 days (business time)
   3 fields

   • Enrolled on * Date
   • Amount paid * Amount
   • Enrollment confirmation Files

5. Completion

   The requester

   After the training, attach the certificate and share what you learned.

   3 fields

   • Certificate Files
   • Was it worth it? *Yes, I recommend it, Partly, No Choice
   • Main learnings * Long text