Registering an in-company training

If there is an existing contract that you want to register in the academy, click on the blue button 'Create in-company training' under ‘Digital training assistant > In-company trainings'. Then choose the option 'Register in-company training' in the pop-up screen.

After you have filled in a title, you will be directed to the request and you can see on the left-hand side a navigation bar which makes it clear what information is necessary to complete the proposal, so that it can be sent to the provider. You can navigate directly to a section through this menu.

Under 'Registration information' you can add the title, provider, reference ID and contact person. It is also possible to add an offer or other attachment to the proposal. When registering an in-company training, there is often already an offer or contract available which you can then immediately add to the proposal. In the 'Course information' section you can add an illustration, specify the language of the course and add (external) hallmarks and PE points. The illustration is shown in the in-company training in the academy library, the LMS and the provider’s provider environment.

Under 'Description' you can state the objective of the course. In the 'Program' section you can share the course program, as well as what topics will be discussed. 

It is possible to generate a certificate after the session of the in-company training has been completed. You can set this up under the 'Certificates' section in the proposal.

Add price mechanism

You can propose a price mechanism under the 'Price' section in the 'In-company proposal'. This is a summary of the costs of the course. For example, you can determine the price on the basis of the number of attendees, or the number of users registered at the start of the course. In addition, you can add additional costs such as study materials or lunch if applicable. 

When the price mechanism has been saved, you can always change it using the 'Change' pencil icon. This is handy if at a later time you want to add a new session to the in-company training, but the price for this is different. You will not have to register a completely new in-company proposal, but you can simply change the price in the existing proposal. The provider must always first review the request linked to the adjusted price mechanism before it can be approved.

Add a session

Under 'Dates and locations' you can then add one or more sessions. When you click on the button '+ add date and location' you will be directed to a new screen. Here you can indicate whether the session will take place offline or online.

It is also possible to determine the date and/or location later. This can be added later in the session by the provider. You can also add this yourself by clicking on 'Edit date & location' in the request or going to the request in the in-company training under 'Dates & locations'.

When all mandatory fields (marked by the asterisk in front of the entry field) have been filled in, you can register the in-company training via the blue button at the top of the page. A pop-up screen will now appear in which you can check the price mechanism and number of sessions. By clicking on 'Send proposal' it will be automatically accepted and a request will be created for each session. This FAQ article explains how you can approve the request or requests connected with the in-company proposal so that the sessions will become available.

Price correction for in-company bookings

Booking errors happen. As manager you can easily make a cost correction if a booking error has been made by adjusting the prices (unless the session has been completed). This will save time and prevent having to do things twice.

To make the cost correction, go to 'Dates & locations' in the in-company training, click on the three dots and then choose 'Change price for this session' in the dropdown menu. A screen will be shown in which you can adjust the request’s price.