Training Records
From Subscribe-HR Wiki Help
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__TOC__ | __TOC__ | ||
| − | + | =Employee Training Records= | |
The Employee Training records | The Employee Training records | ||
| − | + | ==Creating Employee Training Records== | |
| − | # After logging into the Subscribe-HR | + | # After logging into the Subscribe-HR Cloud HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area. |
| − | # Select the | + | # Select the <b>Employee</b> Folder. |
# Select the desired employee. | # Select the desired employee. | ||
| − | # Select the | + | # Select the <b>Training Records</b> SubFolder from the left side menu. |
| − | # Select the | + | # Select the <b>[Add new record]</b> button. |
# Fill in the fields. | # Fill in the fields. | ||
| − | # Select the | + | # Select the [Save] button. |
| − | <b>Mandatory fields are marked | + | |
| + | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | ||
===Training Records fields explained=== | ===Training Records fields explained=== | ||
| − | <table border="1" width=" | + | |
| + | <table border="1" width="100%" id="table3" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="222"><b><font face="Arial" size="2">Field Name</font></b></td> | ||
| + | <td width="1223"><b><font face="Arial" size="2">Description</font></b></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Start Date</td> | ||
| + | <td width="458">The date the training started for the employee.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Finish Date</td> | ||
| + | <td height="23" width="458">The date the training finished for the employee.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Course name</td> | ||
| + | <td width="458">The name of the course taken by the employee.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Create External Record</td> | ||
| + | <td width="458">Create external record allows you to link to a <b>Certificate /Licence</b> or <b>Qualification</b> in the system. If this is internal then leave this blank.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Type</td> | ||
| + | <td width="458">The type of training.<br><i><b>Example:</b> External, Internal, Mentor, On-Line, Seminar</i>.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Training Request Date</td> | ||
| + | <td width="458">The Date in which an Employee Requested the Training. This is a Self Service Training Request Function that can be linked to Workflow and Authorisation</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Status</td> | ||
| + | <td width="458">The status of the training.<br><i><b>Example:</b> Booked, Completed, Rescheduled</i>.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Reason</td> | ||
| + | <td width="458">The reason for the training.<br><i><b>Example:</b> Business Objective, CPD, First Aid, etc</i>.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Training Expiry</td> | ||
| + | <td width="458">The date the training expires.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Cost</td> | ||
| + | <td width="458">The cost of the training.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">CPD Points</td> | ||
| + | <td width="458">Enter this to define how many CPD points relate to this Training.</td></tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">CPD Current Total</td> |
| − | <td width="458"> | + | <td width="458">This will display the accrued CPD total for the year define in CPD settings which is located maintenance.</td></tr> |
| − | </tr> | + | |
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">CPD Hours Required Annually</td> |
| − | + | <td width="458">From CPD Settings in maintenance. This shows how many hours are required in the CPD period for the current JOB which is held by the Employee.</td></tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Pre Course Brief</td> | |
| − | + | <td width="458">The date a pre-course brief should be performed.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Post Course Brief</td> | |
| − | + | <td width="458">The date a post-course brief should be performed.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Cost Type</td> | |
| − | + | <td width="458">Only visible during a Modify.<br>Select Course Type (<i><b>Example:</b> Fully Funded by Company, Part Funded, Self Funded</i>).</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Notes</td> | |
| − | + | <td width="458">Any notes on the training course.</td> | |
| − | + | </tr> | |
| − | + | <tr> | |
| − | + | <td width="232">Attachments</td> | |
| − | + | <td width="458">Only visible during a Modify.<br>Use link <u>Click here to upload</u> to attach fie.</td> | |
| − | + | </tr> | |
| − | + | </table> | |
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Latest revision as of 03:09, 1 August 2019
Contents
Employee Training Records
The Employee Training records
Creating Employee Training Records
- After logging into the Subscribe-HR Cloud HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
- Select the Employee Folder.
- Select the desired employee.
- Select the Training Records SubFolder from the left side menu.
- Select the [Add new record] button.
- Fill in the fields.
- Select the [Save] button.
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
Training Records fields explained
| Field Name | Description |
| Start Date | The date the training started for the employee. |
| Finish Date | The date the training finished for the employee. |
| Course name | The name of the course taken by the employee. |
| Create External Record | Create external record allows you to link to a Certificate /Licence or Qualification in the system. If this is internal then leave this blank. |
| Type | The type of training. Example: External, Internal, Mentor, On-Line, Seminar. |
| Training Request Date | The Date in which an Employee Requested the Training. This is a Self Service Training Request Function that can be linked to Workflow and Authorisation |
| Status | The status of the training. Example: Booked, Completed, Rescheduled. |
| Reason | The reason for the training. Example: Business Objective, CPD, First Aid, etc. |
| Training Expiry | The date the training expires. |
| Cost | The cost of the training. |
| CPD Points | Enter this to define how many CPD points relate to this Training. |
| CPD Current Total | This will display the accrued CPD total for the year define in CPD settings which is located maintenance. |
| CPD Hours Required Annually | From CPD Settings in maintenance. This shows how many hours are required in the CPD period for the current JOB which is held by the Employee. |
| Pre Course Brief | The date a pre-course brief should be performed. |
| Post Course Brief | The date a post-course brief should be performed. |
| Cost Type | Only visible during a Modify. Select Course Type (Example: Fully Funded by Company, Part Funded, Self Funded). |
| Notes | Any notes on the training course. |
| Attachments | Only visible during a Modify. Use link Click here to upload to attach fie. |
