Training Regulations
Read this information carefully.
Entry requirements and enrolment forms
1. Entry Requirements and Enrolment Procedures
Access requirements apply only to the following courses and under the following conditions:
Course Assessment of Personality and Aptitudes (PAA)
- HR specialists, psychologists, junior psychologists and other professionals with a degree in Human Resources who work in recruitment, selection, training and development.
Session Follow-up OPQ
- Have attended the course OPQ (Level 2 Accreditation) or the Course Assessment of Personality and Aptitudes (PAA)
- Confirmation made through SHL Portugal's records
Once SHL Portugal has announced the opening of registration for its training courses, potential trainees will be able to register for the courses they are interested in by filling in the appropriate form, which is available on the website. online in website from SHL Portugal.
Should the number of trainees registered to attend the course exceed 12, SHL Portugal will endeavour to organise a new edition as soon as possible.
Conditions of Operation of the Training Activity
Definition and Alteration of Times, Places and Timetable
Training sessions are held during working hours (9.30 a.m. - 5.30 p.m.) for courses aimed at the general public. For training courses within the framework of projects run by client organisations, the timetable varies;
The venue for face-to-face training is SHL Portugal's premises in Lisbon. However, it may be different depending on the project objective and/or the preference of the Client organisations;
In the case of the online modality, the training will be organised virtually, using technological platforms for this purpose.
Training schedules and timetables are drawn up by the pedagogical coordinator and the training manager;
The timetable is presented to the trainees through the elements publicising the action;
When, for reasons beyond its control and not attributable to it, SHL Portugal is unable to fully comply with the planned action plan, it may make the appropriate adjustments, which will be communicated in advance to the trainees;
SHL Portugal reserves the right to change the trainers, venue or time of the training course, provided that this does not jeopardise the objectives of the course. In such cases, SHL Portugal undertakes to communicate the changes 36 hours in advance.
Interruptions and the Possibility of Repeating Courses
Whenever a course starts and is interrupted for a reason attributable to SHL Portugal, all possible efforts will be made to overcome the obstacles and continue the training.
In situations where it is impossible to continue with an action that has already begun, it will be rescheduled and SHL Portugal will be responsible for contacting all participants.
If a training course is cancelled, SHL Portugal will contact all participants 36 hours in advance, informing them of the cancellation and the reason for it.
If an action has to be postponed, SHL Portugal must also contact all participants, informing them of the new date for the action.
Payments and Returns
The fees for the courses are indicated on the respective website. website of SHL Portugal and in other media.
The invoice is issued when the course is confirmed.
Courses aimed at client organisations will have the conditions implicit in the Commercial Proposal sent.
If you cancel up to 5 working days before the start date of the course, you will receive a full refund. If you cancel up to 2 working days before the start date of the course, 50% of the amount paid will be refunded, with the remaining 50% going to compensate for expenses incurred during the course. Cancellation after this date will not result in a refund of the amount paid.
SHL Portugal accepts the following forms of payment:
- Bank transfer
- Cheque in the name of SHL Portugal
- Payment by automatic payment terminal
Attendance Duties
Certificates for the respective training course will only be given to those who attend at least 90% of the training hours set out in the training programme. For those who attend less than 90% of the course hours, a Declaration of Attendance will be given.
Training Evaluation Criteria and Methods
Each training course can be subject to the following levels of assessment:
- Initial diagnostic assessment: carried out before the training begins (for courses run by client organisations);
- Evaluation of satisfaction/reaction (level 1): procedures are defined internally for evaluating the level of satisfaction of participants with the training (evaluation of objectives, content, methods/means used, monitoring, organisation and overall evaluation);
- Evaluation of learning (level 2): criteria are defined for evaluating the learning carried out by trainees during the training, in order to assess the success of the training, with reference to the fact that new knowledge, skills or behaviours have been acquired;
- Level 3 evaluation (transfer of learning to the work context), level 4 evaluation (evaluation of training results) and level 5 evaluation (ROI) will only be implemented in specific projects and their characteristics, as well as the underlying development methodology, are detailed in their rationale.
General Description of Duties and Responsibilities
Organisation Manager
This is the person in charge of the training organisation in the pedagogical, administrative and financial areas who formally represents the organisation, namely with the regulatory bodies of the vocational training system.
Responsibilities:
- Define the guidelines for the training organisation's project, in particular by drawing up the Intervention Plan;
- To approve the General Regulations for the Operation of SHL Portugal Training;
- Approve the operating regulations for the training room(s);
- Supervising the recruitment and selection process for people linked to the training organisation (trainers, pedagogical coordinator, others);
- Decide on investments in training spaces, equipment and teaching resources;
- Establish protocols and sign co-operation and association agreements with other entities;
- Evaluate the people involved in training;
- Approving the company's training budget;
- Approve the Activity Report;
- Sign the certificates issued by the organisation.
Training Manager
The person responsible for the training is appointed by the head of the company and must be a permanent employee of the organisation.
General Responsibilities:
- Ensuring the fulfilment of the objectives of the Intervention Plan with regard to training;
- Drawing up the balance sheet;
- Ensuring compliance with the Certification Requirements and connection to the System;
- Articulate the training function with the other functions within the company;
- Being the link between interventions and management and clients (organisations and the general public);
In terms of planning training activities:
- Coordinating the development of training needs assessments;
- Coordinating the preparation of training intervention proposals;
- Coordinating the planning of training activities, namely by intervening in the scheduling of training activities and organising the physical, human and financial resources to be allocated to projects and creating operating regulations;
- Collaborate in drawing up budgets for training projects.
Organising and promoting training:
- Coordinating the development of training references;
- Coordinating the design of the training programme;
- Ensuring that all documentation supporting the development of training is drawn up and updated, in particular through document control;
- Guiding the design and preparation of teaching aids for the training carried out by the trainers, ensuring that they are appropriate to the established objectives;
- Define training promotion activities and the appropriate means of dissemination.
Evaluation and monitoring of training:
- Coordinating and defining the construction of assessment models and instruments;
- Analysing the data collected through these instruments;
- Define the adjustments and revisions to be implemented in these instruments, taking into account the results of the quantitative and qualitative analysis of the training process and effects.
Coordinators
The coordinator is appointed by the head of the organisation and the training manager.
Responsibilities:
- Carry out the previously defined training promotion and dissemination actions;
- Recruiting and selecting trainers to collaborate in the development of the actions;
- Ensure the framework and technical guidance of the human resources assigned;
- Ensure the conditions for the physical execution of the training, taking into account the logistical resources provided;
- Monitoring the delivery of the training and checking that the objectives, content and methodological guidelines have been realised and that the regulations have been complied with.
Trainers
Responsibilities:
- Co-operate with all those involved in the training process to ensure the effectiveness of the training;
- Preparing each training course properly and in advance, taking into account the objectives of the course, its recipients, the most appropriate teaching methodology, the structuring of the programme, the preparation of supporting documents and teaching aids, and the assessment instruments;
- Participate in the technical and pedagogical design of the action, adapting their technical and pedagogical knowledge to the context in which the training process takes place;
- Collect and record all data and events related to the training process and its participants;
- Taking care of the material and technical resources at their disposal;
- Be assiduous and punctual;
- Comply with the legislation and regulations applicable to training.
Support Technician
Responsibilities:
- Collaborating in the implementation of initiatives to publicise training, providing information to potential trainees;
- Providing support for trainees;
- Ensure that the spaces and equipment where the training takes place are well maintained;
- Reproducing teaching material to be provided to trainees and trainers;
- Supporting the coordinator in drawing up the documentation to support the development of the training and in organising the physical resources needed to carry it out.
Complaints Handling Procedure
We have a physical Complaints Book on our premises and an electronic one available on our website.

