Finalize participants

Modified on Wed, 4 Feb at 9:28 AM

Important: this article is aimed at Endalia HR users with an Administrator profile.

Finalizing participants is the last step in the training cycle. This process confirms that the employee has successfully completed the training activity and automatically updates their resume, officially recognizing their professional development.

In this article you can find:

What does finalizing a participant mean?
Methods of finalization
How is this finalization done

What does finalizing a participant mean?

Finalizing is changing the participant's phase from "Not finalized" to "Finalized". This officially confirms that:

The participant completed the training activity
They met the established requirements (attendance, evaluation, etc.)
They are entitled to formal recognition (certificate, resume update)

Prerequisites. Before finalizing participants, verify:

The training activity is in "Completed" status.
The participant is in "Not finalized" phase

Methods of finalization

Finalization by the administrator (default) - Internal validation required before finalizing. Intended for subsidized training with strict requirements

The administrator reviews participation (attendance, questionnaires, etc.)
The administrator manually changes the phase to "Finalized"
The resume is automatically updated

Finalization by the collaborator (optional) - Granting autonomy to the collaborator to manage their training and reduce administrative workload. Designed for training with external certificates that the collaborator must upload.

Upon completing the action, the collaborator moves to "Not finalized" phase
The collaborator accesses the training activity sheet to upload their certificate (if configured) and "Finalize their participation"
The resume is automatically updated

You can configure the type of finalization of the training activity from its sheet, section of questionnaires and certificates.

How is this finalization done

Finalization by the administrator

Access the completed training activity: Training > Employee training > Training activities.
Select the edit action for the training activity.
Access the "Participants" tab and look for participants with the "Pending finalization" phase tag.
Select all the participants you want to finalize. Before batch finalizing, check that all selected participants meet the internal criteria (attendance, questionnaires, etc.).
With the selected participants, click on the "Change status" button, and in the dropdown menu, select "Move to finalized".

A modal will open to confirm the finalization.

The training activity is automatically added to the collaborator's resume.

Note: If you want the employee to finalize their participation and upload their training certificate independently, you must previously configure the training activity sheet, under "Questionnaires and certificates"

Still have questions? Refer to the following related articles:

Manage participant attendance

Additionally, you can view our glossary, available at this link.