TaleoCert
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Training requests, agreements & payment

For CompaniesTrack every request, sign the agreement, pay, send your participants, and handle changes.
WhereTraining requests
Training Requests: each card has its status, actions and a timeline (requested, accepted, scope call, postponement…).
Training Requests: each card has its status, actions and a timeline (requested, accepted, scope call, postponement…).
Training Requests: each card has its status, actions and a timeline (requested, accepted, scope call, postponement…).

The request card

  • Filter All, Pending, Accepted, Completed, or search.
  • Each card shows the date, participants, trainer, price, the topics agreed, and the timeline: requested, accepted, scope call scheduled or done, change requests, completed.
  • Actions: Review & pay, Add participants and View details. Clicking a booking in Messages, an email or your Alumni page opens it straight here.

Sign the training agreement

  1. 1
    Open the booking
    Click View details (or Review & pay). The Training agreement panel shows its number, the training fee, 18% GST, the total payable and who has signed.
  2. 2
    Review & sign as client
    Type your full legal name, tick the declaration (scope, fees, cancellation policy, NDA and IP terms) and click Sign agreement.
  3. 3
    Wait for the trainer
    "You've signed. Waiting on the other party." When the trainer signs, TaleoCert counter-signs and the agreement becomes Active. You're emailed.
  4. 4
    Download
    Download agreement (PDF) at any time.
An active agreement, ready to pay: training fee ₹75,000 + GST ₹13,500 = ₹88,500.
An active agreement, ready to pay: training fee ₹75,000 + GST ₹13,500 = ₹88,500.
An active agreement, ready to pay: training fee ₹75,000 + GST ₹13,500 = ₹88,500.

Pay

  1. 1
    Pay now
    On an active agreement click Pay now. Checkout shows the fee, GST and total.
    TaleoCert secure payment.
    TaleoCert secure payment.
    TaleoCert secure payment.
  2. 2
    Pay with Razorpay
    Pay by card, UPI, net-banking or wallet. Card and bank details are handled by Razorpay and never reach TaleoCert.
  3. 3
    Receipt
    You're emailed a receipt; the trainer is told you've paid; the booking shows Paid.
Note.If you've agreed to pay after delivery, choose Pay later instead. The training can go ahead and both sides are emailed about the arrangement.

Send your participants

  1. 1
    Add participants
    Click Add participants on the card (the trainer may also email you a request).
  2. 2
    Upload or type
    Drop a CSV (use Download template; columns are training date, session, batch, department, employee code, employee name, timing and personal email), or Add a row by hand.
    Add participants for "Leading Through Change".
    Add participants for "Leading Through Change".
    Add participants for "Leading Through Change".
  3. 3
    Save participants
    The trainer is emailed the roster, and can send everyone a briefing. Use Edit participants for changes.
A paid booking: active agreement and participant list.
A paid booking: active agreement and participant list.
A paid booking: active agreement and participant list.

Postpone or cancel

Open the booking and click Request cancellation or postponement. Pick Postpone (with a new date) or Cancel, add a reason and submit. The trainer must approve. Until then the training stays as it is, and you can Withdraw request. If the trainer raises one, you'll see a banner to Accept or Decline.

A postponement Ritu asked for, awaiting the trainer's response.
A postponement Ritu asked for, awaiting the trainer's response.
A postponement Ritu asked for, awaiting the trainer's response.

After the training

  • The trainer marks it complete and issues certificates. Each participant is emailed their PDF, and they appear in Employees ▾ › Certificates.
  • You're asked for a review of the trainer and a short platform survey.
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