People · free template

Training Request Form

Request a course, certification or workshop with the cost, dates, manager approval status and time-off needs so HR can plan and budget training properly.

A ready-to-use human resources form for HR, people ops and hiring managers: 15 questions, 1 page, 3 conditional rules.

Questions
15
Pages
1
Layouts
classic · card
Time to complete
≈ 6 min
Conditional rules
3
Preview it in the gallery

Searches this template answers

Also filed under

Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Request training or a course

Is this required for your role or a certification?
Will you need time off to attend?
Has your manager approved this request?

You must accept before submitting.

This template runs as a straight sequence — no branching rules.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Training Request Form is built for HR, people ops and hiring managers who need to run hiring and internal people processes on one auditable record.

  • HR, people ops and hiring managers working in human resources.
  • Teams who need to run hiring and internal people processes on one auditable record without writing code or paying for a custom build.
  • Anyone replacing CVs, requests and approvals scattered across inboxes with one structured record per enquiry.
  • Respondents are candidates and employees — the form asks them 15 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of CVs, requests and approvals scattered across inboxes and turns each submission into a record your team can act on immediately.

  • 11 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It pins the request to a specific date.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Training Request Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features conditional validation: if “Will you need time off to attend?” is Yes, “Training start date” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Will you need time off to attend?” is Yes, “Training end date” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is this required for your role or a certification?” is Yes, required, “Estimated cost” becomes mandatory before the form can be sent.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

A training request that arrives as a link to a course website with no dates, no cost and no explanation puts HR in the position of chasing down basic facts before anyone can even approve it. This form asks for that information up front: the type of training, the specific course or certification name, why it's needed, and whether it's required for the role or purely for professional development — a distinction that often determines whether the company covers the full cost. Dates are collected because most courses and conferences involve time away from work, and a time-off request should be flagged at the same moment as the training request rather than surfacing separately later. Estimated cost is required only when the training is role-required, since discretionary development requests often don't have a firm number yet and shouldn't be blocked waiting for one. A manager-approval question lets the employee note where the request stands in their own chain rather than assuming HR will chase that separately. It's intentionally short — long enough to plan and budget around, short enough that people actually use it instead of sending an email instead.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Training request

  • Full namerequired
  • Email addressrequired
  • Department or teamrequired
  • Manager's namerequired
  • Type of trainingrequired
  • Course, program or certification namerequired
  • Why is this training needed?required
  • Is this required for your role or a certification?required
  • Estimated cost
  • Will you need time off to attend?required
  • Training start date
  • Training end date
  • Has your manager approved this request?required
  • Additional notes
  • Agreementrequired

15 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 2 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Will you need time off to attend?”

  • Makes answers required

    If “Will you need time off to attend?” is Yes, “Training start date” and “Training end date” become required before the form can be submitted.

Driven by “Is this required for your role or a certification?”

  • Makes answers required

    If “Is this required for your role or a certification?” is Yes, required, “Estimated cost” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Separate required training from development

    Role-required training and voluntary development often have different budget rules — ask the question up front rather than assuming.

  2. 2

    Flag time off at the same moment

    Attaching start and end dates to the training request avoids a separate scramble for time-off approval closer to the course date.

  3. 3

    Only require cost when it's mandatory

    Discretionary development requests often don't have a firm number yet, so don't block them waiting for one.

  4. 4

    Ask where manager approval stands

    Letting the employee report this directly saves HR a step chasing down whether a request has already been discussed.

Mistakes to avoid

  • Approving a request without knowing whether time off is also needed, then discovering a scheduling conflict later.
  • Requiring an exact cost figure for every request, which blocks development requests that don't have one yet.
  • Losing informal training requests sent by email with no record of who approved what.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Confirm approval and any budget in writing, block the time off in the team calendar, and log the completion once training is finished.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the training request form, matched on the words people actually search for.

Privacy & compliance

This form holds employee or applicant data. Route it to a named HR mailbox rather than a shared inbox, and keep the audit trail on so you can show who viewed each response.

Frequently asked questions

How is this different from a Training Needs Assessment?

A Training Needs Assessment identifies skill gaps across a team before training is planned. This form is the individual request that follows once someone has a specific course in mind.

Should compliance training use this same form?

Mandatory compliance training is usually assigned rather than requested — use the Compliance Training Assessment Form to track completion of assigned modules instead.

What happens after the training is completed?

Route the employee to a Training Evaluation Form so you capture whether the course delivered what was expected, which helps decide on renewals.

Do I need the manager's name if HR already tracks reporting lines?

It's a small redundancy that saves a lookup — for larger organisations you can remove it if your HR system already resolves reporting structure automatically.

Is the Training Request Form template free to use?

Yes. You can preview and test Training Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Training Request Form template ask for?

It asks 15 questions across 1 page, 11 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Training Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this human resources form work?

3 conditional rules ship with the template: Features conditional validation: if “Will you need time off to attend?” is Yes, “Training start date” becomes mandatory before the form can be sent. Features conditional validation: if “Will you need time off to attend?” is Yes, “Training end date” becomes mandatory before the form can be sent. Features conditional validation: if “Is this required for your role or a certification?” is Yes, required, “Estimated cost” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Training Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Training Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Related templates

More forms teams pair with the training request form.

Related categories

All Human Resources templates