> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Training and competency

> Training records, new hire orientation, competency assessments, and performance evaluations.

These tabs track what your staff have been taught, what they have been assessed on, and how they are
performing.

## Training

Training records with completion status, scores, and CEU credit tracking.

**Columns:** Employee · Type · Name · Completed · Status · Score · CEU

**CEU** records continuing education credit, which several licence types require for renewal. Keep
it populated or you will be reconstructing it at renewal time.

## New Hire Orientations

Onboarding checklists for new employees with ID verification and training milestones.

**Columns:** Employee · Hire Date · Checked · ID Status · Acknowledged · Sent

| Field            | What it confirms                                        |
| ---------------- | ------------------------------------------------------- |
| **Checked**      | The onboarding checklist has been worked through        |
| **ID Status**    | Identity verification is complete                       |
| **Acknowledged** | The employee has acknowledged the orientation materials |
| **Sent**         | Materials were issued to the employee                   |

<Warning>
  **Sent** is not **Acknowledged**. Issuing orientation materials does not evidence that the
  employee received and accepted them. Surveyors look for the acknowledgement.
</Warning>

## Competency Assessments

Employee competency assessments with scoring, levels, and reassessment scheduling.

**Columns:** Employee · Category · Status · Level · Score · Date · Reassess

**Reassess** drives the reassessment cycle. A competency assessed once at hire and never revisited
does not demonstrate ongoing competence.

## Performance Evaluations

Employee performance reviews with ratings across multiple competency areas.

**Columns:** Employee · Job Title · Evaluation Date · Status

Performance evaluation is distinct from competency assessment: competency asks whether someone can
perform a task correctly, performance asks how they are doing in the role overall.

## Onboarding a new hire

<Steps>
  <Step title="Create the orientation record">
    Start it from the employee's hire date.
  </Step>

  <Step title="Verify identity">
    Set **ID Status** once identity documents are checked.
  </Step>

  <Step title="Issue and confirm materials">
    Mark **Sent** when materials go out, and **Acknowledged** when the employee confirms receipt.
  </Step>

  <Step title="Complete the checklist">
    Set **Checked** once every onboarding item is done.
  </Step>

  <Step title="Run the initial competency assessment">
    Record category, level, and score, then set **Reassess**.
  </Step>
</Steps>

## Keeping training current

<Steps>
  <Step title="Filter competency on Reassess">
    Anyone past their reassessment date needs scheduling.
  </Step>

  <Step title="Check CEU totals against licence requirements">
    Do this well before credential expiry, not at renewal.
  </Step>

  <Step title="Run performance evaluations on schedule">
    Track them by **Evaluation Date** and **Status**.
  </Step>
</Steps>

<Tip>
  Training, competency, and credential expiry all run on separate cycles. A recurring rule per cycle
  in [Task Manager](/tasks) is more reliable than one combined reminder.
</Tip>

## Troubleshooting

| Problem                                   | What to check                                                    |
| ----------------------------------------- | ---------------------------------------------------------------- |
| CEU totals look short at renewal          | **CEU** must be recorded on each training entry as it completes. |
| An orientation shows incomplete           | One of **Checked**, **ID Status**, or **Acknowledged** is unset. |
| Competency shows overdue                  | **Reassess** has passed. Schedule and record a new assessment.   |
| Training completed but status not updated | **Completed** and **Status** are separate. Set both.             |

## Related

<CardGroup cols={2}>
  <Card title="Credentials and checks" icon="badge-check" href="/employees/credentials-and-checks">
    Licences that CEU credit supports.
  </Card>

  <Card title="Survey preparation" icon="clipboard-check" href="/guides/survey-preparation">
    What surveyors ask about training records.
  </Card>
</CardGroup>