TaleoCert
Docs Trainer portal

Training requests, agreements & completion

For TrainersAnswer requests, sign agreements, collect participants, mark trainings complete and certify the cohort.
WhereMy Calendar › Training Requests
Training Requests, filtered by All, Pending, Accepted, Completed or Declined, with counts.
Training Requests, filtered by All, Pending, Accepted, Completed or Declined, with counts.
Training Requests, filtered by All, Pending, Accepted, Completed or Declined, with counts.

Reading a request card

  • Title and status: Pending, Accepted, Completed, Declined or Cancelled, plus a badge if a postponement or cancellation is waiting.
  • From: the client. Click their name to open your chat with them.
  • Their message, proposed date, days, participants, mode, budget and the subjects they asked for.
  • The scope call strip, if a call is scheduled or done. Click it to open the call.
  • The timeline along the bottom: requested, accepted, scope call, change requests, completed.
  • Click the title, or View details, to open the full booking.

Accept or decline

  1. 1
    Scope it first (recommended)
    Click Scope call to book a discovery call before you commit. See Scope calls.
  2. 2
    Accept
    Click Accept. The booking becomes Accepted, the client is emailed, and a training agreement is generated from the confirmed price and date.
  3. 3
    Or decline
    Click Decline. The client is emailed and can book someone else.
The details of a pending request, with its activity timeline.
The details of a pending request, with its activity timeline.
The details of a pending request, with its activity timeline.

Sign the training agreement

Every accepted booking has an agreement with a number like TLC-2026-386488. It sets out the training fee, GST, total payable and your payout after the platform fee, and the cancellation, NDA and IP terms.

  1. 1
    Open the booking
    Click View details on the request card. The Training agreement panel shows who has signed.
  2. 2
    Review & sign as trainer
    Click it, type your full legal name, tick the declaration, and click Sign agreement.
    Signing as the trainer. The client has already signed.
    Signing as the trainer. The client has already signed.
    Signing as the trainer. The client has already signed.
  3. 3
    It goes active
    Once both sides have signed, TaleoCert counter-signs and the agreement becomes Active. Both of you are emailed, and the client can now pay.
  4. 4
    Download
    Download agreement (PDF) at any time for your records.
An agreement awaiting the trainer's signature: fee, GST, total, payout and the three signature lines.
An agreement awaiting the trainer's signature: fee, GST, total, payout and the three signature lines.
An agreement awaiting the trainer's signature: fee, GST, total, payout and the three signature lines.

Participants and briefing

  1. 1
    Request the list
    In the booking's Participants panel click Request participant list. The client is emailed and sees Add participants in their portal. Use Send reminder for participant list if it hasn't arrived.
  2. 2
    Review the roster
    When the client submits, you are emailed and the roster appears: name, email, employee code, department, batch, session, timing and date.
  3. 3
    Brief everyone
    Click Email participants the details to send each attendee the training date, mode, location and your note (for example "Bring your laptop with Docker installed"). Each person shows Briefed or Not briefed. Use Send briefing again after changes.
A paid booking with an active agreement and its participant list.
A paid booking with an active agreement and its participant list.
A paid booking with an active agreement and its participant list.

Mark a training complete

Click Mark Complete on the request card when delivery is done. It is only available when:

  • the booking is Accepted,
  • the agreement is Active (both sides signed), and
  • payment has been received, or the client chose Pay later.

If something is missing, the card says what. The client is emailed and asked for a review.

Certify the cohort

On a completed booking, open the details and click Issue & email certificates (N) in the Participants panel. Every participant on the roster gets a PDF certificate by email; each has a unique number such as TCERT-XXXXXXXX-2026. Added someone later? Issue for any new participants only certifies people who don't have one yet. Download any certificate with its PDF icon.

Note.To certify one person outside a booking (for example a public batch), use Issue a Certificate.

Postponement and cancellation requests

When a client asks to move or cancel an accepted training, a banner appears on the booking: Postponement requested, your response needed, with the reason and proposed date. Add a note and choose Accept new date or Decline. You can raise one yourself with Request cancellation or postponement. See Postpone or cancel.

Ritu Bansal has asked to move the training by two weeks.
Ritu Bansal has asked to move the training by two weeks.
Ritu Bansal has asked to move the training by two weeks.
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