Training summary and performance Overview reports
The Training tab has Training records and By staff member views, with hours and cost by year. The Overview tab shows appraisal completion, average rating, rating spread, goals and training totals.
For School administrators, HR managers, Directors and proprietors. Updated 2026-10-09.
Overview
Appraisals & Training > Training (needs the “view training” permission) switches between Training records (every record, filterable by year, status, type and search) and By staff member (hours, cost and number of completed trainings per person for a chosen Year, with chips Everyone, Trained and No training).
Summary tiles show Training hours, Spent on training, Staff trained and No training yet for the year, plus Hours and cost by year. Only Completed records are counted, by the year of their start date. Use the "No training" filter to find staff who have had none this year.
The Overview tab (needs the “view appraisal” permission) picks the open cycle (or the latest) and shows "Where appraisals stand": total appraisals, completed and completion percent, Waiting for staff, Waiting for review and Overdue appraisals; Average rating and score; "Rating spread" across Outstanding, Exceeds expectations, Meets expectations and Needs improvement; Goals totals (done and in progress); and training for the current year (hours, cost, staff trained and untrained).
If no cycle exists it says "No appraisal cycle yet. Create and open one from the Cycles tab to see results here." Directors can view these figures but cannot change anything.
Before you start
- The “view training” permission and the “view appraisal” permission permissions
Steps
- Open Appraisals & Training and choose the Overview tab for the school-wide picture.
- Pick the cycle if you want a past one.
- Open the Training tab and choose By staff member.
- Select the Year and click the No training chip to list untrained staff.
- Switch to Training records to see or edit individual records.
Common problems
Training hours look lower than expected.
Only records with status Completed count, and they are placed in the year of their start date. Planned or Cancelled trainings are excluded.
Overview says there is no appraisal cycle.
Create and open a cycle first from the Cycles tab.
Average rating is blank.
It is calculated only from Completed appraisals. Complete at least one review.