Personnel Information Continuing Education Page
Use the Continuing Education page to track courses and training completed or currently being taken by employees. The page allows you to track courses offered at your site as well as by outside organizations.
Menu Path: Human Resources > Entry & Processing > Employee > Employee Information > search for and select an employee > click OK to display the Employee Information detail page > click Personnel Information on the Action Bar, and then select Continuing Education
Prerequisites
To use the Continuing Education page, you must set up the following tables:
Additional tables are available for verifying optional fields in the Continuing Education page.
Action Bar Item
The page's Action Bar displays the following item after you access 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. |
Menu Path: Human Resources > Entry & Processing > Employee > Employee Information > search for and select an employee > click OK to display the Employee Information detail page > click Personnel Information on the Action Bar, and then select Continuing Education
Adding courses to employee records
Click Continuing Education in the Action Bar's Personnel Information group to display the Continuing Education page.
Click Add New.
Enter the required information on the Course Information tab. Additional information may be entered as needed on the Costs, Credits, Proficiency Goals, Topic Areas, Miscellaneous, and Notes tabs.
Click OK to save the record.
Updating courses
Click Continuing Education in the Action Bar's Personnel Information group 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.
Select the course to update, and then click OK.
Update the course information as needed.
Click OK to save the record.
Deleting courses
Click Continuing Education in the Action Bar's Personnel Information group 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.
Select the course to delete.
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 |
|---|---|
Class Type | Drop-down indicating the type of class. These options are populated from the Continuing Education Class Types table in the Education Reference Tables. |
Course Title | Title of the course. |
Course Number | Identification number of the course. |
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 or not the class is offered by your organization. If the course is offered by your organization, select the box. Otherwise, leave it blank. |
Provider | The institution providing the course and credits. These options are populated from the Degree Schools table in the Education Reference Tables. |
Instructor Name | Name of the instructor of the course. |
Status | Drop-down indicating the status of the course. These options are populated from the Continuing Ed Course Status Codes in the Education Reference Tables. |
Hours | Length of the course, in hours. |
Term | Drop-down indicating the term in which the course takes place. These options are populated from the Course Term Codes table in the Education Reference Tables. |
Grade | Grade employee earned for the course. |
Fiscal Year | Drop-down indicating the fiscal year for the course. |
Certificate Endorsement | Drop-down indicating any certificate earned by taking the course. These options are populated from the Certification Areas table in the Personnel Reference Tables. |
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. |
Reimbursement Date | Date the reimbursement was issued. |
Cost Type | Drop-down indicating type of cost. This can be associated with the reimbursement, or with the course in general. These options are populated from the Continuing Ed Cost Types table in the Education Reference Tables. |
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 |
|---|---|
Credit Type | Drop-down indicating the type of credit earned for completion of the course. These options are populated from the Course Credit Types table in the Education Reference Tables. |
Credits | Number of credits the employee earned for the course. |
Credit Granting Institution | Drop-down indicating the institution granting credit for the course. These options are populated from the Degree Schools table in the Education Reference Tables. |
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 | Drop-down indicating proficiency goal for the course. These options are populated from the Course Proficiency Codes table in the Education Reference Tables. |
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 | Drop-down indicating topic areas for the course. These options are populated from the Course Topic Areas table in the Education Reference Tables. |
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 Ed 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. You can enter notes into the text box on the tab. Character/500