It is an official (paper or digital) document that an employee or their manager fills out to request participation in a specific training program, whether internal or external.

 

1. Clarify training needs: Explains why the training is necessary (e.g., skill improvement, performance gap, readiness for promotion).

2. Specify program details: Includes program name, duration, provider, cost, and location.

3. Secure approvals: Typically routed through the direct manager, HR department, and sometimes senior leadership for attendance and budget approval.

4. Enable tracking and documentation: Provides a clear record of each training received as part of the employee’s development plan.

Any employee or manager can submit it—usually initiated by the employee with their manager’s approval. The HR department can also submit requests on behalf of teams.

 

• Requester details: Name, department, job title, contact information.

• Training justification: Skill gap, performance issue, strategic objective.

• Training type: Internal/external, online/in-person.

• Proposed dates, participant count, cost, provider information.

• Expected benefits and measurable outcomes at the work or performance level.

• Approval signatures: Manager and HR department—or digital signature.

A unified Training Request Template ensures that all requests are complete, traceable, and aligned with your organization’s strategy. It reduces random or disorganized submissions (via email or chat), shortens response times, and improves oversight and analysis.

Customize fields to align with your policies: adjust training type options, approval workflows (e.g., manager or HR sign-off), include dropdown menus or conditional logic, brand it with your company logo, and add auto-routing or analytics tools if available.

Include strategic questions such as:

• Is this a recurring issue or an isolated case?

• Are there existing training materials or programs already available?

• What are the expected results and their impact on the job?

• Are there more efficient alternative solutions (e.g., coaching, internal resources)?

Once submitted, the request follows a defined approval path in the HRMS:

• The manager reviews and approves or requests revisions.

• The training manager or HR reviews for budget alignment and scheduling.

• Automated notifications are sent to the requester with updates on the status.

• Approved training is tracked and logged in the employee’s file.

The captured information is used to:

• Analyze training requests across the organization and identify skill gaps.

• Prioritize training programs based on strategic value.

• Track training completion, measure ROI, and assess post-training performance.

• Maintain a training record for each employee for audit and development planning.

Recommended best practices:

• Conduct organization-wide assessments annually.

• Do reviews at the department or team level every six months.

• Add assessments when major changes occur (new systems, regulations, restructuring).

Yes. The Training Request Template can be designed to serve various employee types or teams across different countries or languages, not just a single standard group. Examples include:

• Smart fields (Conditional Logic): Fields change or appear/disappear based on user input (e.g., selecting “Sales” shows sales-related courses, “Leadership” shows leadership courses).

• Tailor fields by training type: “Compliance” vs. “Leadership.”

• Support multilingual or international teams by displaying the form in the employee’s language or region.

• Advanced form features may include:

  • Defining budget limits per employee or department.

  • Multi-level approvals (e.g., manager + HR).

  • Integration with HR dashboard for easier tracking and analysis.

The template is smart and flexible, adapting to the user’s role, location, or training type.