Training Needs Assessment
Manage employee training goals, track identified skill gaps, plan training schedules, record attendance, and collect post-training feedback through surveys.
Overview
Training Needs Assessment helps HR and management teams identify, track, and fulfil employee training requirements through a structured workflow. Training requests can originate from KPI appraisals, direct manager requests, or compliance requirements.
Each training assignment flows through a kanban-friendly stage pipeline with assignable approvers, email notifications, and survey-based feedback collection. Training plans group multiple approved assignments into consolidated schedules with computed participant counts, manhour, and budget roll-ups.
Screenshots
Create training requests with source type, category, trainers, schedule, and budget
Record attendance with present/absent tracking per trainee
Calendar view
After completing training, HR can send a survey mail.
Assignment Features
- KPI Appraisal, Manager Request, and Compliance source types
- Individual, Department-wise, and All Employees requirement categories
- Auto-computed manhour based on participant count and duration
- Internal and external trainer assignment
- Venue selection from work locations
- Survey link for post-training feedback collection
- Email notification to trainees on approval
- Approver assignment with email approval request
Stage Workflow
- Draft → Submitted → Approved → Ongoing → Completed → Closed
- Kanban view with drag-and-drop stage management
- Assignable approver restricts stage transitions
- Auto-schedule sync moves records to Ongoing/Completed based on dates
- Statusbar widget on form for quick stage visibility
- Protection against deleting system stages
Training Plan
- Auto-populated from approved assignments matching date range and company
- Computed totals: training count, participants, duration, manhour, budget
- Automatic schedule state sync based on start and end dates
- Calendar view for visual planning
- Sequential serial numbering (TP/YYYY/xxx)
Attendance Tracking
- One-click attendance sheet generation from training assignments
- Auto-populated trainee list based on requirement category
- Present/absent toggle per trainee
- Computed present and absent counts
- Facilitator tracking per session
- Duration recording per attendance session
Email Notifications
The module sends automated emails at key workflow milestones:
- Approval Request: When a training assignment is submitted, the assigned approver receives an email with a direct link to the form view.
- Trainee Notification: When approved, all target trainees receive an email with training title, reference number, and schedule details.
- Survey Invitation: Managers can send post-training feedback surveys to all participants with a single click from the completed form.
How To Use
- Go to Training → Training Assignment and click New.
- Enter the training title, select the source type (KPI Appraisal, Manager Request, or Compliance), and choose the requirement category.
- Select target employees or departments based on the requirement category.
- Set trainer type (internal/external), venue, dates, duration, and budget.
- Assign an Approver who will receive an email notification upon submission.
- Click Submit. The approver gets an email with a link to the record.
- The approver clicks Approve to move the assignment to the scheduled stage.
- Trainees automatically receive an approval notification email.
- Record attendance under the Training Attendance menu when training takes place.
- Use Training Plan to group approved assignments into consolidated schedules.
- After training completion, click Send Survey Mail to collect participant feedback.
Installation
- Download the module from the Odoo App Store.
- Place the
bs_training_assessmentfolder in your Odoo addons directory. - Restart the Odoo server and update the Apps list.
- Go to Settings → Apps, search for Training Needs Assessment, and click Install.
- Assign HR Manager access to relevant users for full functionality.
- Refresh the browser if the Training menu is not visible immediately.
hr,
hr_contract,
and survey
modules installed.
Technical Details
Support & Contact
For support, configuration questions, or bug reports, contact ERP23.
© 2026 ERP23 · a product of BrainStation-23. Released under LGPL-3. Compatible with Odoo 18.0.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Surveys (survey) |
| Lines of code | 1312 |
| Technical Name |
bs_training_assessment |
| License | LGPL-3 |
| Website | https://erp-23.com |
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