Training Request

Overview

Training Request – Business Overview

Training Request is a business document used to formally request, plan, and track employee training within Dafater. It ensures that training needs are clearly identified, properly approved, and aligned with organizational goals such as skill development, compliance, and performance improvement.

Purpose in Business Operations

The Training Request document is used to: - Capture employee or departmental training needs - Justify why a specific training is required - Ensure management visibility and approval before committing time and budget - Support workforce development and succession planning - Create a structured record of requested training activities

It acts as the starting point for any internal or external training initiative.

Prerequisites and Setup Requirements

Before using Training Request, organizations should ensure: - Employees are properly recorded in Dafater - Departments, job roles, and reporting structures are defined - Training programs, courses, or training categories are identified (formal or informal) - Approval responsibilities (manager, HR, or management) are clearly established - Training policies or budgets are communicated internally

This preparation ensures requests are meaningful and aligned with company strategy.

Typical Workflow and Business Process Fit

A common workflow for Training Request includes:

Initiation
An employee or manager submits a Training Request describing the required training, reason, and expected benefits.
Review
The request is reviewed by the reporting manager or HR to evaluate relevance, urgency, and business impact.
Approval or Rejection
Management approves, rejects, or asks for clarification based on budget, priorities, and employee development plans.
Planning
Approved requests are used to schedule training, nominate participants, or engage external training providers.
Record Keeping
The Training Request serves as a reference for tracking training history and future skill planning.

This process ensures training investments are controlled and purposeful.

Key Business Scenarios Where Training Request Is Essential

Employee Skill Development
When employees need new skills to perform their roles more effectively.
Compliance and Mandatory Training
For regulatory, safety, or policy-driven training requirements.
New Role or Promotion Preparation
Supporting employees transitioning into new responsibilities.
Performance Improvement
Addressing skill gaps identified during performance reviews.
Organizational Change
Preparing teams for new systems, processes, or business strategies.

Important Considerations for Users

Clearly explain the business benefit of the training, not just the topic
Ensure the request aligns with departmental and company goals
Submit requests early to allow time for approval and scheduling
Use consistent criteria when approving or rejecting requests to maintain fairness
Treat the Training Request as an official record for audits, planning, and employee development discussions

Training Request helps Dafater users manage training needs in a structured, transparent, and business-driven manner—ensuring that learning investments deliver real value to the organization.

Basic Information

Module: Dafater HR
Document Type: Other

Workflow

Workflow Name: Training Request

States

Draft (Status: 0)
Draft (Status: 0)
Applied (Status: 0)
Applied (Status: 0)
Approved (Status: 1)
Approved (Status: 1)
Rejected (Status: 0)
Rejected (Status: 0)

Transitions

Draft → Submit → Applied (Allowed: Employee)
Draft → Submit → Applied (Allowed: Employee Self Service)
Applied → Approve → Approved (Allowed: HR Manager)
Applied → Reject → Rejected (Allowed: HR Manager)

Fields

Field Name	Label	Type	Required	Options	Description
workflow_state	Workflow State	Link		Workflow State	Current approval status of training request within Dafater workflow
amended_from	Amended From	Link		Training Request	Original training request reference if this record was amended
employee	Employee	Link	✓	Employee	Employee requesting the training program
employee_name	Employee Name	Data	✓	-	Employee full name for reference and reporting
department	Department	Data		-	Department associated with the requesting employee
course_title	Course Title	Data	✓	-	Title of the requested training course
nameofthe_institution	Name Of The Institution	Data	✓	-	Training provider or institution delivering the course
start_date	Start Date	Date	✓	-	Planned start date of the training course
end_date	End Date	Date	✓	-	Planned end date of the training course
fees	Fees	Float		-	Total fees required for attending the training
location	Location	Select		Throughout KSA, Abroad	Training location category within KSA or abroad
country	Country	Link	✓	Country	Country where the training will be conducted
city	City	Data	✓	-	City where the training will take place
purposeofthe_course	Purpose Of The Course	Small Text	✓	-	Business purpose and expected benefits of the training

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
HR Manager	✓	✓	✓	✓	✓	✓
System Manager	✓	✓	✓	✓	✓
Employee Self Service	✓	✓	✓	✓
Employee	✓	✓	✓	✓

DocType	Relationship	Module
Country	Links to	Geo
Employee	Links to	Setup
Training Request	Links to	Dafater HR
Workflow State	Links to	Workflow

Training Request

Overview