Training - Migration overview

The launch of the new Training Management platform in June 2018 means that existing legacy training records need to be migrated to the new system. Myhrtoolkit’s legacy Training module has now been switched off. Whilst existing data can no longer be directly accessed, outstanding records can be migrated to the Training module that has replaced it.

We recommend migrating so that older Training records are not lost and your employees’ history remains visible as part of your business continuity.

We have provided a migration tool to help to automate the move, but some manual intervention is required on the part of a Training Manager.

there are some additional resources available to help you

There is a helpful glossary of terms here.

For further assistance you can email us on support@myhrtoolkit.com.

 

Selecting Training Managers

Only Training Managers can create and manage training courses. Before you migrate, you will need to allocate Training Manager permissions to your chosen training managers.

To set Training Managers click on Config > Access rights > User permissions.

To allocate users to the Training Manager go to Config > Access rights > Training Managers.

Choosing the best migration method

As no two legacy training record lists are the same, we’ve developed migration methods that help you migrate as smoothly and efficiently as possible. Please consider both methods:

Two-Step Migration

The two-step migration method involves predefining and then creating Courses. You can then migrate legacy records to the relevant Managed-Training Course (or to the Personal Training area).

We strongly recommend this method if you have a variety of training courses. We also recommend two-step migration for any customers who want to predefine their courses and organise their records before migrating.

If this sounds suitable for your legacy records, start the migration process here:

Two-Step Migration

One-Step Migration

The one-step migration method involves grouping together legacy records by course type to migrate into managed-training courses. This allows you to create the courses as and when you need to. You can then migrate any remaining records into the personal training area.

We recommend the one-step migration method for customers who don’t have a variety of courses. If you want to predefine your courses before migrating your records and add more information (including qualifications), please use the two-step migration method above.

If this sounds suitable for your legacy records, start the migration process here:

One-Step Migration

Watch the video below for a step by step guide to training records migration:

Migration video guide