Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The Training request form provides a template for employees to request training and professional development, including courses, webinars, workshops, and conferences.
The Form collects employee details, training information, expected benefits, costs, and any time away from work required to attend the training.
Download the Form template and import it into FYI. You can then customise it to suit your practice's training policies and approval procedures before making it available to employees as an Internal Form.
What's included in the Training request form?
The Training request form is organised into five sections, allowing employees to provide information about their proposed training and how it will benefit their role and the practice. Expand the sections below for more information.
Your Details
Collect information about the employee requesting training, including:
- Employee Full Name.
- Work Email Address.
- Team / Department.
- Manager / Approver.
These details help the practice identify the employee and the appropriate person to review the training request.
Training Details
Collect information about the training or professional development opportunity, including:
- Training Topic / Course Name.
- Training Provider.
- Course or Event Link.
- Preferred Training Format.
- Proposed Date or Timeframe.
This information helps managers understand the training being requested and when the employee intends to attend.
Purpose and Expected Benefits
Collect information about why the employee is requesting the training, including:
- The purpose of the training request.
- Whether the training is required for their role or a professional obligation.
- How the employee intends to apply what they learn.
- How the employee plans to share their knowledge with the team or practice.
These details help managers assess the relevance of the training and its expected benefits for the employee and practice.
Costs and Arrangements
Collect information about the costs and work arrangements associated with the proposed training, including:
- Estimated Total Cost.
- Time away from usual duties.
- Scheduling or work coverage considerations.
- Additional information relevant to the request.
This information helps managers review the financial and operational impact of the training before making a decision.
Acknowledgement
The Form includes an acknowledgement reminding employees that submitting a training request doesn't automatically mean it has been approved.
Employees must obtain approval before booking the training or incurring any associated costs.
Practices should review this acknowledgement to ensure it aligns with their internal training and professional development approval procedures.
Importing the Training request form
Download the Training request Form using the file attached at the bottom of this article.
Once you've downloaded the file, import the Form template into FYI. Refer to Managing form templates for instructions on importing a Form template.
What's next?
After importing the Training request Form, review the template and customise it to suit your practice's training and professional development policies.
Reviewing the Form template
Review the employee information fields, training details, expected benefits, costs, work arrangements, and acknowledgement requirements.
Update the Form to reflect your practice's training approval procedures, including the information employees must provide before a request can be considered.
For more information on editing Form fields and configuration, refer to Creating templates for Forms.
When you've finished reviewing and customising the template, ensure the Filing Status is set to Active. Refer to Managing form templates for instructions on updating the template.
Creating and submitting an Internal Form
Once the template is ready, employees can create an Internal Form using the Training request template.
To create an Internal Form, select + and then Form, choose the relevant Client and Training request template, confirm the filing details, and select Create.
Employees can complete the Form from the Form Preview drawer or select Open External to complete it in a separate browser tab. Select Save to retain changes before closing the Form.
When the employee has finished entering their training details, they can select Submit. The Form Workflow Status automatically changes to Submitted.
Refer to Creating and submitting internal forms for detailed instructions.
Reviewing training requests
After an employee submits the Form, the manager or approver can review the training details, expected benefits, estimated costs, and any time away from work.
Practices should review requests according to their internal training approval procedures and communicate the outcome to the employee.
If further information is required, the manager or approver can arrange follow-up with the employee before making a decision.
Important: Submitting the Training request Form doesn't mean the training has been approved. Employees must receive approval before booking training or incurring associated costs.
Automating employee Form submissions
Employee Forms created in the Employee Documents space don't appear in the All Documents list and therefore can't be used to trigger Automations based on Document Views.
To automate employee Form submissions, create the Form against an internal Client instead of the Employee Documents space. You can then create a Document View that filters by the internal Client, the relevant Form, and a Workflow Status of Submitted. Use this View as a Documents - View Filter in an Automation Process to trigger actions when matching submissions are identified. For example, use the Create Task step to assign follow-up Tasks to the relevant Users or User Roles, or configure other actions required by your practice's internal workflow.