How to track the year's mandatory training hours
What is it for?
It shows, per employee, the year's training hours against the legal minimum of 40 hours (Labour Code (Código do Trabalho), art. 131.º/2) and who is below it. It also shows the rule of 10 % of employees trained per year.
When to use it?
- You want to know who does not yet have the 40 hours.
- You are going to plan training for the rest of the year.
- You need the figures for Management.
Where to find it?
People › Training › Training hours of the year, Training board and Director's view.
Before you start
- Your profile is HR manager. The Payroll profile and Management see the Training board and the Director's view.
- Training actions have been recorded (How to record a training action and attendance).
How to use it
- Open People › Training › Training hours of the year. Choose the Year and click Check the year.
- Read the notice at the top, for example “9 worker(s) have fewer training hours than the legal minimum.”.
- In The year in short, check the Yearly minimum (hours) (40.00), the Workers in the year, the Workers below the minimum, the Workers with training (%) (22.22, against the Minimum percentage of workers of 10.00) and the Hours given (19.00).
- In the table, see per employee the Minimum of the year, the Hours given and the Hours missing.
Expected result
The table has one line per employee. In the example, Eva Cristina Rocha has 12.00 hours (8 + 4) and 28.00 missing, and Hugo Miguel Santos 7.00 hours (4 + 3) and 26.21 missing. The Training board says the same (“Hugo Miguel Santos 7 / 40 h”).
Important notes
- The minimum is proportional when the employee was not there the whole year. The table gives, for example, a minimum of 36.60 and 33.53 hours to employees hired during the year. Pending validation by a certified accountant: the calculation of the proportional minimum (Labour Code art. 131.º/2).
- Hours count even with missing signatures. A list without absences does not prove that the actions are validated.
- The See the participants and Download Excel buttons are on the same screen. Pending validation on screen: the Excel file was not opened in this batch.
- Whoever does not reach 40 hours gets a credit of hours: you see the credit of hours in People › Credit of hours › Overview.
Common problems
Only Human Resources, Payroll and Management see the training boards
With another profile, the message is “Only Human Resources, Payroll and Management see the training boards. How to fix it: ask the administrator for access.”.
The employee had training and the hours do not appear
Check that the action is recorded with the employee Present (or Partial with hours): whoever is Absent gets 0.00 hours.