5.3 Interview Training - On-The-Fly Training Path Enrollment & Linking

Overview:

Scheduling interviews for trainees often gets disrupted when you discover—mid-flow—that a trainee hasn’t been enrolled in the needed training path. Previously, this meant leaving the scheduling flow, opening the Training Manager, enrolling the trainee manually, and then starting over.

On-the-fly Training Enrollment & Template Linking removes that frustration. You can now:

- Link a training path to an interview template directly from the interview drawer 

- Instantly enroll a trainee into that training path without leaving the scheduling workflow 

- Continue scheduling without restarting or losing progress

This feature keeps the process fluid, saves time, and eliminates the common scheduling bottleneck of missing trainee enrollments.



🎥 Please click here to see a video overview of this feature:

Key Capabilities:

1. Link Training Paths on the Fly

- If an interview template wasn’t configured with the correct training path, you can now attach one immediately while scheduling.

2. Enroll Trainees Instantly

- If the trainee you want to add isn’t enrolled yet, you can search for them and enroll them right from the interview drawer—no need to switch pages.

 

 

How to Use It

Step 1 — Start Scheduling the Interview

- Begin scheduling as usual from the interview drawer.

Step 2 — Link a Training Path (If Needed)

- If the interview template doesn’t contain the correct training path:

- Click Link Training Path Select the appropriate path (e.g., “Banana Training Path”) 

- The inked training path will remain connected for future use of that training path with the newly linked template

Step 3 — Add a Trainee

If you want to include a trainee and they aren’t appearing in the list:

- Type their name in the trainee search field 

- When no match appears, click Add Trainee 

- Choose the correct person from the list of matching names 

- Click Add Trainee again to enroll them into the linked training path

The trainee is instantly enrolled—no need to navigate to the Training Manager.

Step 4 — Complete Scheduling

Proceed with scheduling, request availability, or any flow you’re using. Your trainee is now properly enrolled and the relevant trainign path is linked to your interview template moving forward.

 

Confirmation & Tracking

After enrolling:

The trainee immediately appears in the relevant training path Training logs show the exact date and time of enrollment No interruption or restart of your scheduling flow is required