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