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How do I add a staff member to the training register upon the creation of their staff membership?
How do I add a staff member to the training register upon the creation of their staff membership?
Jessica avatar
Written by Jessica
Updated over a week ago
  1. Navigate to the ‘Users’ section of the AMLHUB desktop through the left-hand sidebar.

  2. Click on the "Add" button found under the ‘Staff Member’ field adjacent to the user’s name.

  3. A window will appear, as shown in the image below:

  4. Enter the start date of the user; this should be the date the user started with the company. Entering the user’s end date is an optional field.

  5. Click on the ‘Staff Member Should Be Trained’ tick box, then select a respective training role for the user. If not selected, the staff member will not be added to the training register.

  6. Please note – staff members must be added to the training register, where if they were not added upon creation this can be done through the training register at a later stage.

  7. Click ‘Create’.

  8. The staff membership for the user will be created and the staff member will subsequently be added to the training register.

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