Periodic Processing - Continuing Education Page
This page allows you to add a new course and view, update, and delete existing course information for an employee.
You also can use the page's Action Bar items to import and export course information.
Menu Path: Human Resources > Entry & Processing > Employee > Continuing Education
Adding a course
Select Human Resources > Entry & Processing > Employee > Continuing Education.
Click Add New.
Enter the required information on the Course Information tab. Additional Information may be added on the Costs, Credits, Proficiency Goals, Topic Areas, Miscellaneous, and Notes tabs.
Click OK to save the record.
Updating a course
Select Human Resources > Entry & Processing > Employee > Continuing Education.
Enter your search criteria and click OK.
Select the course to be updated and click OK.
In the Course Information, Costs, Credits, Proficiency Goals, Topic Areas, Miscellaneous, and Notes tabs, update the course information as needed.
Click OK to save the record.
Deleting a course
Select Human Resources > Entry & Processing > Employee > Continuing Education.
Enter your search criteria and click OK.
Select the course to be deleted, and then click Delete.
In the Confirmation dialog, click Yes.
Fields
Course Information Tab
The Course Information tab contains details of the course. Required fields are marked with a red asterisk.
Field | Description |
|---|---|
Employee Number | Employee’s identification number. |
Class Type | Type of class, as defined in the 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. |
Expiration Date | Date any certification earned for the course expires. |
Internal | Checkbox indicating whether the course is offered by your organization. If the course is offered by your organization, select the box. |
Provider | The institution providing the course and credits, as defined in the Degree Schools table. |
Instructor Name | Name of the instructor of the course. Character/61 |
Status | Indicates 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 | Term in which the course takes place. |
Grade | Grade employee earned for the course. Character/6 |
Fiscal Year | Drop-down indicating the fiscal year for the course. |
Certificate Endorsement | Indicates any certificate earned by taking the course, as defined in the Certification Areas table. |
Cost Tab
The Costs tab contains information regarding reimbursements 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 | Indicates the type of cost of either the reimbursement or the course in general, as defined in the Continuing Education Cost Types table. |
Cost | Dollar amount corresponding to the cost type for the course. |
Credits Tab
The Credits tab contains information regarding credits earned through courses.
Field | Description |
|---|---|
Credits Type | Indicates 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. |
Credit Granting Institution | Drop-down indicating the institution granting credit for the course, as defined in the Degree Schools table. |
Credit Date | Date the credit was earned. |
Proficiency Goals Tab
The Proficiency Goals tab lists the proficiency goals associated with the course.
Field | Description |
|---|---|
Proficiency Goal | Indicates the course's proficiency goal, as defined in the Course Proficiency Codes table. |
Comment | Any comment associated with the proficiency goal. Character/300 |
Topic Areas Tab
The Topic Areas tab lists the topic areas associated with the course.
Field | Description |
|---|---|
Topic area | Indicates the course's topic areas, as defined in the Course Topic Areas table. |
Comment | Any comment associated with the topic area. Character/300 |
Miscellaneous Tab
The Miscellaneous Tab lists miscellaneous information regarding the course. Any labels entered in the Continuing Education User-Defined Labels table in the Education Reference Tables will display on this tab.
Notes Tab
The Notes tab contains any notes you wish to add regarding the course. Character/500