Continuing Education Tracking - Post

Use this option in the Effective Date Changes page to post change records to your database. If you select the page's Continuing Education Records checkbox, posting will add the changes to employees' Continuing Education pages.

The system also generates separate reports for the types of change records posted, including Continuing Education changes. The Continuing Education report's default file name is postcontedlog.rpt.

Menu Path:  Human Resources > Periodic Routines > Periodic Processing > Effective Date Changes > click Post

Posting an Effective Date Change Continuing Education record

1. Select Human Resources > Periodic Routines > Periodic Processing > Effective Date Changes to display the Effective Date Changes page.

2. Click Post in the Information section to display the Post Effective Date Changes page.

3. In the Post Criteria section's Effective Date field, enter the date for posting the records.
   The default is today's date, which you can change if needed. The system will post all records that have an effective date that matches or precedes the date you enter.

4. Select the Continuing Education Records checkbox.
   The additional checkboxes reference other types of change records.

5. In the Sort Order section, select one of the following to define the sort order of the reports that will be generated:
   1 - Effective Date/Name
   2 - Department/Name
   3 - Effective Date/Department/Name
   4 - Name

6. Click OK.

7. In the Print window, enter settings for generating a report on the records being posted. The report's default file name is postcontedlog.rpt.

8. Click OK to post the records and process the report.
   A window displays showing the system's progress.

9. Click OK when processing completes.

10. Review the report to see if any errors were encountered. If so, take the appropriate actions to correct them.