Training Request Form

# Training Request Form

## Purpose
Provide to all staff to formalise training requests, manage budgets, and demonstrate your investment in people development.

## When to Use
A training request form for employees to propose professional development with business case, cost estimate, and expected outcomes.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Employment Hero or Slack)

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## Training Request Form

**Purpose:** Formalise professional development requests so the business can invest in team growth strategically, manage training budgets, and track skill development.

### Section 1: Employee Details
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Employee Name | Text | Yes | Auto-populated if logged in | Jane Smith |
| Job Title | Text | Yes | - | Operations Coordinator |
| Department | Dropdown | Yes | - | [Populate with departments] |
| Manager (Approver) | Dropdown | Yes | - | [Manager Name] |
| Date of Request | Date | Yes | Auto-populated | DD/MM/YYYY |

### Section 2: Training Details
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Training Title | Text | Yes | Min 5 characters | e.g., Certified Project Manager Course |
| Training Provider | Text | Yes | - | e.g., AIM, TAFE NSW, LinkedIn Learning, Udemy |
| Training Format | Dropdown | Yes | - | In-Person Course / Online Self-Paced / Online Live / Workshop / Conference / Certification Program / On-the-Job / Mentoring |
| Training URL or Brochure | URL | No | Valid URL | https://www.provider.com.au/course |
| Supporting Document | File Upload | No | PDF, max 5MB | Upload course brochure or outline |
| Start Date | Date | Yes | Future date | DD/MM/YYYY |
| End Date | Date | No | On or after start date | DD/MM/YYYY |
| Duration | Text | Yes | - | e.g., 2 days, 6 weeks (2 hours per week), 40-hour certification |
| Location (if in-person) | Text | No | - | e.g., AIM Sydney Campus, 7 Macquarie Place |

### Section 3: Business Case
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Why are you requesting this training? | Textarea | Yes | Min 30 characters, Max 1000 | Explain how this training relates to your role, development goals, or a gap in your current skills... |
| How will this benefit the business? | Textarea | Yes | Min 30 characters, Max 1000 | Describe the expected impact on your work, team productivity, or client outcomes... |
| Is this training linked to a performance goal? | Radio | No | - | Yes / No |
| If yes, which goal? | Text | No | - | Reference the specific goal from your most recent review |
| What skills or qualifications will you gain? | Textarea | No | Max 500 characters | e.g., PMP certification, advanced Excel, leadership skills |
| How will you share learnings with the team? | Dropdown | No | - | Presentation to team / Written summary / Train a colleague / Not applicable |

### Section 4: Costs
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Course or Program Fee | Currency | Yes | Min $0 | $0.00 |
| Travel Costs (if applicable) | Currency | No | - | $0.00 |
| Accommodation (if applicable) | Currency | No | - | $0.00 |
| Other Costs (materials, exams) | Currency | No | - | $0.00 |
| Total Estimated Cost | Currency | Auto-calculated | - | Sum of all costs |
| Time Away from Work | Text | Yes | - | e.g., 2 full days, or 2 hours per week for 6 weeks |
| Is there a free or lower-cost alternative? | Radio | No | - | Yes (but lower quality) / No / Have not checked |

### Section 5: Commitment
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| I commit to completing the training in full | Checkbox | Yes | Must be checked | - |
| I understand the business may require repayment if I leave within 12 months | Checkbox | Yes | Must be checked | - |

### Conditional Logic
- If total cost exceeds $2,000, require approval from both manager and department head
- If "Training Format" = "Conference", show additional field: "Which sessions or streams are you planning to attend?"
- If "Is this training linked to a performance goal?" = "Yes", show goal reference field

### Submission
- **Button text:** "Submit Training Request"
- **Confirmation message:** "Your training request has been submitted. Your manager will review and respond within 5 business days."
- **Notification:** Email manager for approval, on approval email employee with confirmation, update training register, add dates to team calendar

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**Complexity:** simple | **Setup time:** 5 minutes | **Tools:** Employment Hero, Slack, Zapier