Training Request / Evaluation Form

A training request form is how an employee asks for approval to attend a course, a conference or an exam: what it is, who provides it, when it takes place, what it will cost and why it is worth the time. The approver gets the facts in one place and can say yes, yes with changes, or no. The evaluation part, filled in after the training, closes the loop: it records whether the training was completed, how useful it was, what the employee learned and how they will use it at work.

This template has three parts. Part A is the request, with a cost table that multiplies quantity by unit price for each line and adds the total, so nobody has to calculate. Part B is the approval, with a decision, comments and signatures for the employee, the manager and HR. Part C is printed on its own page for use after the course, with three ratings from one to five, space for what was learned and how it will be applied, and a follow-up by the manager. Country versions add the approval boxes used in Korea and Japan and the points each country raises about training time, repayment clauses and educational leave.

• An employee wants to attend a course, conference or exam and needs approval before booking.
• Your company wants costs, dates and approvals for training in one consistent form.
• You want to check, a few weeks later, whether the training was used at work.
• You need a record for the budget, for a subsidy application or for the personnel file.

1. Enter the employee, the line manager and the course with its provider and dates.
2. Say why the training matters for the role and what the company gains.
3. List each cost with quantity and unit price; the amounts and the total are worked out for you.
4. Choose who pays, whether a repayment agreement applies, and how the training time is treated.
5. Print Part A and B for the approvals; give Part C to the employee to complete after the course.

• Booking and paying before the approval is signed, so the company is asked to approve a cost already incurred.
• Leaving out travel, accommodation and exam fees, so the total is lower than the real cost.
• Not stating whether the training counts as paid working time, which can lead to a dispute later.
• Agreeing that the employee must repay costs on leaving without a clear written agreement or without checking local limits.
• Never filling in Part C, so nobody learns whether the money was well spent.

1. Fill in
2. Check the preview
3. Save as PDF, Word or Excel

Pick the country you need. Each version uses the wording and layout commonly found there; a version marked “check with local advice” should be read by someone who knows the local rules before it is used.

• International (XX): Written in English, Korean, Japanese, German
• United States (US): Written in English – check with local advice
• Korea (KR): Written in Korean, English – check with local advice
• Japan (JP): Written in Japanese, English – check with local advice
• Germany (DE): Written in German, English – check with local advice