# Training request workflow template

> Ask for a course or event, get the investment approved and share what you learned.

Category: People. 5 steps, 18 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Tell us about the training you want to take.

Fields:

- Course or event (text, required)
- Link (link)
- Format (choice, required)
- Start date (date, required)
- Enrollment cost (amount, required)
- Travel and lodging (amount)
- How will it help your work? (long text, required)

### 2. Manager approval

Owner: 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).

Fields:

- Total investment (calculated)
- During working hours? (choice, required)
- Notes (long text)

### 3. HR approval

Owner: 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).

Fields:

- Budget (choice, required)
- Notes (long text)

### 4. Enrollment

Owner: A person or team you choose.

HR enrolls the employee and pays for the course.

Due in 5 days (business time).

Fields:

- Enrolled on (date, required)
- Amount paid (amount, required)
- Enrollment confirmation (files)

### 5. Completion

Owner: The requester.

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

Fields:

- Certificate (files)
- Was it worth it? (choice, required)
- Main learnings (long text, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/training-request