Training Events

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# Select the <b>Create New</b> button on left.
 
# Select the <b>Create New</b> button on left.
 
# Select the "Event" from the DropDown. This field comes from "Courses"
 
# Select the "Event" from the DropDown. This field comes from "Courses"
# Enter the Policy Details. <br> The Subscribe-HR Software comes with some great tools for formatting the text. <br> If however you have your Company Policies designed in Microsoft Word you can simply copy and paste from Microsoft Word into the Description text field.
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# Move "Waiting List" people to the "Attendee List". The system will ask you if you want to send the recipients "Event Notification" e-mails.
# Enter a Policy Review Date, if applicable.
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# If you wish to remove and "Attendee" and put them back on the "Waiting List", the system will also ask you if you wish to send an e-mail to the the Employee know about this.
# Select the Save button on the top right.
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# The "Remove" option allows you to "Remove the Person" all together from the Event.If you do this it will delete the Record from the Employee Training Folder. 
# Once the record has been saved, an <b>Attachments</b> field will appear above the policy name. Select <b>Select Files</b> and upload your policy.
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# The Event will Automatically turn itself to Completed, following the passing of the "Start Date" and "End Date".
# Click <b>Save</b>
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# You cannot "Reschedule" and "Event" That has "Completed. You can do this prior to the "Start Date" of the Event by Clicking "Reschedule". If you select "Reschedule" you will be asked to selected the dates to Reschedule too. The Reschedule Tab will show the reschedule information. E.g. Dates Rescheduled from and To.
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# The Event Calendar options which show "All of the Same Events and when they are occurring. You cane drill down into the Event Names from the Calendar to open up the Event in the Events Folder.
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<br>
 
<br>
<b>Sometimes there are formatting issues and not everything looks the same. In this instance click on the MS Word icon in the tool bar above the text box. This will provide you with a window to paste your Microsoft Word text into.</b>
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## Copy MS Word Text.
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## Paste MS Word Text into Window.
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## Select the 'Insert' button.
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<br>
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<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
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Revision as of 01:37, 14 October 2020

Setting up Events

Setting up and utilising Events allows HR to set-up actual training events that are created from Courses. A course is a template which manages "Waiting Lists" for the Event. The Event is a "Course" which has a "Start Date" and "Finish Date" and "Attendees".

Adding Events

  1. After logging into the Subscribe-HR HCM Platform, select Human Resources on the left hand side from the navigation area.
  2. Select Events.
  3. You will see a list of "Events", is this list is empty then no "Events" have been setup at this point in time.
  4. Select the Create New button on left.
  5. Select the "Event" from the DropDown. This field comes from "Courses"
  6. Move "Waiting List" people to the "Attendee List". The system will ask you if you want to send the recipients "Event Notification" e-mails.
  7. If you wish to remove and "Attendee" and put them back on the "Waiting List", the system will also ask you if you wish to send an e-mail to the the Employee know about this.
  8. The "Remove" option allows you to "Remove the Person" all together from the Event.If you do this it will delete the Record from the Employee Training Folder.
  9. The Event will Automatically turn itself to Completed, following the passing of the "Start Date" and "End Date".
  10. You cannot "Reschedule" and "Event" That has "Completed. You can do this prior to the "Start Date" of the Event by Clicking "Reschedule". If you select "Reschedule" you will be asked to selected the dates to Reschedule too. The Reschedule Tab will show the reschedule information. E.g. Dates Rescheduled from and To.
  11. The Event Calendar options which show "All of the Same Events and when they are occurring. You cane drill down into the Event Names from the Calendar to open up the Event in the Events Folder.



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