Updating Continuing Education Page

Use this version of the Continuing Education page to update course records for multiple employees. The Continuing Education option enables you to generate a list of course records and then update the course information an employee at a time.

You can add and delete Continuing Education records in this page or use it to look up course records for multiple employees. In addition, you can use Print to generate a report in PDF or Excel format.

For information on the page that is used to complete these functions for an individual employee, refer to Continuing Education Page.

Menu Path: Human Resources > Entry & Processing > Employee > Continuing Education

Action Bar Item

The Action Bar in the Continuing Education page includes the following item after you display the page and click OK.

Export

Allows you to export Continuing Education files to an Excel file. For more information, refer to Import and Export Items in Periodic Processing's Continuing Education section.

Adding courses for multiple employees

Select Human Resources > Entry & Processing > Employee > Continuing Education to display the Continuing Education page.
Click Add New.
Select the Continuous box.
In the Course Information tab, complete the fields. The following fields are required, while all others are optional: Employee Number, Class Type, Course Title, Completion Date, and Status.
Click OK to save the record.
Repeat Steps 4-5 for each additional course.
After you add the last record, click Back to return to the Search Criteria section.

Updating courses for multiple employees

Select Human Resources > Entry & Processing > Employee > Continuing Education to display the Continuing Education page.
In the Search Criteria section, enter criteria identifying the records to update.
- If you enter the Employee Number of an individual employee, all of the employee's courses will display.
- If you enter the Class Type, Course Title, Course Number, or a combination of these to identify a specific course, a course record will display for each employee who has this course.
- If you use other fields, for example, Provider or Completion Date, all courses associated with this provider or date will display.
Click Find to display the records in the List section. If needed, you can use Advanced to perform an advanced search.
To sort the records found in your search, click a column header in the List section. The records will organize alphabetically by the header selected.
Select the first course to update, and then click OK. Keep in mind that you will be working down the list from the record you select.
Select the Continuous box. Skip this step if you are only updating one course.
Update the course information by changing the desired fields.
Click OK to save the record.
With the Continuous box selected, the next record from the List section displays.
Repeat Steps 7-8 for each record in the list.
If the selected record does not need to be changed, click OK to save it and display the next record from the list.
After you save the last record, click Back to return to the Search Criteria section.

Deleting multiple courses

Select Human Resources > Entry & Processing > Employee > Continuing Education to display the Continuing Education page.
In the Search Criteria section, enter criteria identifying the records you want to delete.
- If you enter the Employee Number of an individual employee, all of the employee's courses will display.
- If you enter the Class Type, Course Title, Course Number, or a combination of these to identify a specific course, a course record will display for each employee who has this course.
- If you use other fields, for example, Provider or Completion Date, all courses associated with this provider or date will display.
Click Find to display the records. If needed, you can use Advanced to perform an advanced search.
To sort the records in the List section, click one of the column headers. The list will organize alphabetically by the header selected.
Select the course to delete, and then click Delete.
In the Confirmation dialog, click Yes.
Repeat Steps 5-6 for each additional record.
When you finish, click Back to return to the Search Criteria section.

Generating a report in PDF or Excel format

Select Human Resources > Entry & Processing > Employee > Continuing Education to display the Continuing Education page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
Click Print.
In the Print window, select PDF or Excel, and then click OK.
When processing is complete, click OK.

Fields

Course Information Tab

The tab's fields identify the course and provide basic course details.

Field	Description
Employee Number	The employee's ID number.
Class Type	Code indicating the type of class, as defined in the Continuing Education Class Types table.
Course Title	Title of the course. Character/50
Course Number	Identification number of the course. Character/12
Start Date	Start date for the course.
Completion Date	End date for the course. If the course has been completed, enter the date of graduation or its equivalent. If the course is in progress, enter the anticipated completion date.
Expiration Date	Date any certification earned for the course expires.
Internal	Checkbox indicating whether the class is offered by your organization. If the course is offered by your organization, select the box. Otherwise, leave it blank.
Provider	Institution or organization providing the course, as defined in the Degree Schools table.
Instructor Name	Name of the course's instructor. Character/61
Status	Code indicating the status of the course, as defined in the Continuing Ed Course Status Codes table.
Hours	Length of the course, in hours. Decimal/5,1
Term	Code indicating the term in which the course takes place, as defined in the Course Term Codes table.
Grade	Grade earned for the course.
Fiscal Year	Select the fiscal year for the course.
Certificate Endorsement	Code indicating the certificate earned for completing the course, as defined in the Certification Areas table.

Costs Tab

The Costs tab contains information regarding reimbursement for any costs associated with the course.

Field	Description
Reimbursement Amount	Amount of reimbursement for the employee. Decimal/6,2
Reimbursement Date	Date the reimbursement was issued.
Cost Type	Code indicating the type of cost, as defined in the Continuing Ed Cost Types table. This can be associated with the reimbursement or with the course in general.
Cost	Dollar amount corresponding to the course's cost type. Decimal/12,2

Credits Tab

The tab's fields store information regarding credits earned through the course.

Field	Description
Credit Type	Code indicating the type of credit earned for completion of the course, as defined in the Course Credit Types table.
Credits	Number of credits the employee earned for the course. Decimal/5,1
Credit Granting Institution	Code indicating the institution or organization granting credit for the course, as defined in the Degree Schools table.
Credit Date	Date the credit was earned.

Proficiency Goals Tab

The tab's fields store the proficiency goals associated with the course.

Field	Description
Proficiency Goal	Code indicating the proficiency goal associated with the course, as defined in the Course Proficiency Codes table.
Comment	Any comment associated with the proficiency goal. Character/300

Topic Areas Tab

The tab's fields store the topic areas associated with the course.

Field	Description
Topic Area	Code indicating the course's topic area, as defined in the Course Topic Areas table.
Comment	Any comment associated with the topic area. Character/300

Miscellaneous Tab

The tab's user-defined fields store miscellaneous information regarding the course. Fields set up in the Continuing Ed User-Defined Labels table display on this tab.

Notes Tab

This tab stores any notes you wish to add regarding the course. Character/500