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This screen allows you to assign training courses and programs to your employees. You can use these records to track each employee's progress in different work-related courses. Once a course is assigned to an employee, you can perform various HR functions and reporting for all employees who are assigned the training course.
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Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button's text appears in a Grey color, either the command is not applicable to the current screen, or its function has already been applied (e.g. some items can only be added once, therefore the New button will be unavailable on certain screens after it is used).
The following section displays help for the various cells and columns shown in the main table on this screen. If you see a help description on this page for a column that does not appear on your screen, you can add the additional column to your view by using the Customize option under the Views button (located at the left side of the screen just above the main table). Refer to the Customize View help page for more help on this feature.
Use this cell to specify the date that the traing course was completed. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.
Use this cell to specify the training course(s) that can be assigned to the current employee. The drop down menu shows the available courses as defined in the Training Courses screen (accessible via Employer HR - Training Courses menu command). Refer to the Training Courses help page for more information on how these items are added.
This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.
Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.
The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.
Select the button in this cell to email the training course invitation to the current employee. The email will only be sent to employees that have a valid email address defined for them in the Setup Employee screen.
This uneditable cell displays the the unique number that identifies the employee as defined in the HR Employee Setup screen.
This uneditable cell displays the number of times the employee attempted to complete the course, but was unsuccessful.
This uneditable cell displays the employee's first name (also referred to "given name" or "personal name") as defined in the HR Employee Setup screen.
Use this cell to enter a numeric value that indicates the rating or level that is associated with the current course. For example, if the course is deemed to be entry-level, you could enter a "1" into this cell.
Use this cell to specify the date by which the training must be taken. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.
Use this cell to specify the company skill(s) that can be associated with this training course. The drop down menu shows the available skills as defined in the Skills screen (accessible via Employer HR - Skills command). Refer to the Skills help page for more information on how these items are created or to add custom skills.
This cell displays the current status to specify the status of the training as it relates to the current employee. The two options are Required and Completed.
This uneditable cell displays the employee's surname as defined in the HR Employee Setup screen.