Set Up a Training Request

Use Task Lists and People Data Update flows to automate training assignments whether it’s for new hires, promoted employees, or specific groups.

Flows help you manage change processes (like promotions or transfers) and trigger automated follow-up actions—like assigning training.

1. Go to System settings > Flows > People data updates
2. Create or edit a flow (e.g., “Promotion approval flow”)
3. In the flow setup, make sure to include the relevant fields
4. Under Additional steps, select who you need to approve the training
5. Select who you wish to view the request data
6. Select the relevant training task list to launch when the flow is approved.

Create the training task list:

1. Go to Tasks > Task Lists Settings
2. Click + Create task list or Duplicate an existing one
3. Add a Title and description (e.g., “Manager Training After Promotion”)
4. Choose a Task list owner — this person’s permissions define visibility
5. Set the Time of day and Time zone for task delivery.

Add tasks for training:

1. In the Task List builder, click +  > Create task
2. Choose the type of tasks you like to have, for example:
   • Email task – to send training instructions or links
   • General task – to add a to-do like “Watch intro video”
   • Add descriptions like learning objectives, platform link, instructions
   • Assignee – employee, their manager, or another role
   • Due date or trigger

Optional extras:

• Add an eSign Request for acknowledgment
• Add a Feedback task to collect post-training input