Employee Training Management for Dolibarr

Run the whole training lifecycle of your staff in Dolibarr: training application, approval by the manager and the training officer, generation of employee trainings, planning in your training centers and classrooms, trainers, project tasks, evaluation and certificates. A clear, traceable process fully integrated with your users, groups and projects.

Who is it for? HR and training departments, SMEs and manufacturers, internal training centers, companies with mandatory training (safety, quality, compliance) and managers who want to follow the skills development of their teams.

Training applications

• Employee, other participants, department, manager, training officer, course, subjects, trainer, center, classroom.
• Dates and hours, duration, estimated cost, star priority, project, reason and description.
• Trainer, center, subjects, duration and cost are filled from the course.
• Tabs for participants, reason, generated trainings and tasks; history, notes and attachments.

Approval workflow

• Configurable stages: Draft, Submitted, Manager approval, Approved, Refused (color, order, folding).
• Submit, Approve (manager), Approve and Refuse with reason buttons.
• Drag and drop kanban and clickable status bar.
• Email notifications to the employee, the manager and the training officer.

Employee trainings

• One training per participant generated automatically on approval.
• Stages Planned, Confirmed, In progress, Completed, Cancelled; list, kanban and calendar views.
• Direct creation also possible (mandatory or refresher training).
• Automatic email reminder to participants and trainers before the session.

Evaluation and certificates

• Attendance in %, score out of 20, result passed / failed / absent.
• 5-star rating by the employee, trainer feedback.
• Certificate with expiry date computed from the course validity; renewal alerts.
• PDF: training application, training sheet and certificate of completion.

Tasks and projects

• Dolibarr project tasks created automatically and assigned to the employee.
• Training information tab on the task.
• Task kanban To do / In progress / Done; a completed task closes the training.

Courses, trainers, centers and classrooms

• Courses: level, mode, duration, trainer, cost, max. participants, objectives, program, validity.
• Subjects, training centers and classrooms with capacity and equipment.
• Trainers: cards with statistics and average rating; Trainings tab on the user card.

Dashboard and reporting

• Dashboard: applications to approve, upcoming trainings, success rate, hours, budget, certificates to renew.
• Calendar, graph, pie and pivot views by stage, course, trainer, center, department, result, month.

Configuration and security

• Roles and rights matrix: employee, department manager, training officer, training manager, trainer.
• Restricted visibility: everyone sees their own and their team's records.
• Prefixes, automatic generation, default project, notifications, reminders.

Technical information

• Compatible with Dolibarr 19 and later (tested on 23.x), PHP 7.4 to 8.4.
• Built on native Dolibarr users, groups and projects.
• 7 permissions, 1 scheduled job, 5 languages: French, English, Spanish, German, Italian.
• Full PDF documentation included. NextGestion support.

Demo of the Training Management module
Login : demo
Password : demo