Courses

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(→‎Adding Courses)
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# Enter a Maximum Desired Number of Attendees.
 
# Enter a Maximum Desired Number of Attendees.
 
# Enter a Minimum Number of Desired Attendees.
 
# Enter a Minimum Number of Desired Attendees.
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# Desired Attendees Number.
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# Enter Desired Attendees Number.
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# Available for Waiting List. This is Defaulted to "Yes". If "Yes" this course will be available to place people into the Waiting List, from the New Employee Wizard and PDP step in Performance.  
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# Enter CPD Hours.
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# CPD Hours.
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# Enter Course Reason.
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# Click "Save".
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# Enter Course Type.
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# Type in Course Description.  
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# Select "Save".
 
# On the "Wait List" Tab, you can search for Employees and add them to the "Waiting List". The "Waiting List" will show you the source of where the person has come from e.g. PDP, New Employee Wizard, Direct. If you Click the Waiting List Button you will be shown information relating to: Job, Review Score, View Training Records, View Training Guide. You can  
 
# On the "Wait List" Tab, you can search for Employees and add them to the "Waiting List". The "Waiting List" will show you the source of where the person has come from e.g. PDP, New Employee Wizard, Direct. If you Click the Waiting List Button you will be shown information relating to: Job, Review Score, View Training Records, View Training Guide. You can  
 
# You can Create a "Course Event" once you are happy with the "Waiting List" numbers and people on the "Waiting List".
 
# You can Create a "Course Event" once you are happy with the "Waiting List" numbers and people on the "Waiting List".
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">Bank Account in use</td>
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<td width="232">Course Name</td>
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<td width="458">Select if this is the current bank account in
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<td width="458">Free Text. Type the name of the Course. This will be used when Creating a Training Record for the Attendee/s and also Certificate and Licence Name. Course Name will also Match to the Employee's Job Training Guide. Each match will provide a Score of 1.</td>
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use</td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td height="23" width="232">End Use Date</td>
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<td height="23" width="232">Course Skills</td>
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<td height="23" width="458">Enter the date this account should
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<td height="23" width="458">Type in and Select the Skills from the Performance Skills Library which you want to link to this course. The Course Matching algorithm in the Course Waiting List function, will match Employees who have these skills (Course Match) in their Performance Reviews. Each Match will provide a Score of 1.</td>
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no longer be used. If not known leave this empty.</td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="232">Account Name</td>
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<td width="232">Course Type</td>
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<td width="458">Enter the account name for this account</td>
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<td width="458">The type of course is based on whether the course is Internal, External, E-learning, Seminar.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>

Revision as of 03:13, 23 November 2020

Setting up Courses

Setting up and utilising Courses allow you to use Waiting Lists, to identify people who need training for that Course.

Adding Courses

  1. After logging into the Subscribe-HR HCM Platform, select Human Resources on the left hand side from the navigation area.
  2. Select Courses.
  3. You will see a list of Courses, if this if this list is empty then no Courses have been setup at this point in time.
  4. Select the Create New button on left.
  5. Enter the "Course Name".
  6. Enter the "Course Skills".
  7. Enter the "Course Type".
  8. Enter "Course Owner".
  9. Enter "Course Status". Active or Inactive. If Active, you will be able to select this course from the New Employee Wizard and also in the PDP.
  10. Appropriate for Knowledge Share Session.
  11. Enter a Maximum Desired Number of Attendees.
  12. Enter a Minimum Number of Desired Attendees.
  13. Enter Desired Attendees Number.
  14. Enter CPD Hours.
  15. Enter Course Reason.
  16. Enter Course Type.
  17. Type in Course Description.
  18. Select "Save".
  19. On the "Wait List" Tab, you can search for Employees and add them to the "Waiting List". The "Waiting List" will show you the source of where the person has come from e.g. PDP, New Employee Wizard, Direct. If you Click the Waiting List Button you will be shown information relating to: Job, Review Score, View Training Records, View Training Guide. You can
  20. You can Create a "Course Event" once you are happy with the "Waiting List" numbers and people on the "Waiting List".
  21. The "Waiting List" will record where the person came from to end up on the Waiting list e,g. New Employee, Job Change, PDP, Manually Added
  22. The "Events" Tab Shows the Events that have been Scheduled for that Course. You can select the "Event" and open up the record.
  23. If you want to "Create" and "Event" from the "Course", Click the "Create Event" option. This will open up the NEW "Event" record, and copy all of the relevant details including the "Waiting List" to the Event.


Field Name Description
Course Name Free Text. Type the name of the Course. This will be used when Creating a Training Record for the Attendee/s and also Certificate and Licence Name. Course Name will also Match to the Employee's Job Training Guide. Each match will provide a Score of 1.
Course Skills Type in and Select the Skills from the Performance Skills Library which you want to link to this course. The Course Matching algorithm in the Course Waiting List function, will match Employees who have these skills (Course Match) in their Performance Reviews. Each Match will provide a Score of 1.
Course Type The type of course is based on whether the course is Internal, External, E-learning, Seminar.
BSB Number Enter the BSB Number for the bank and branch
Account Number Enter the account number
Bank Name Enter the Bank Name
Branch Enter the Branch Name
Split Type Select the Split Type which the employee pay will be split into this account.
Split Percentage If the employees pay is split into different accounts enter the percentage to be split into this account. Do this on any additional bank account details records to total a maximum of 100%. This field is dependent on the percentage option of the Split Type dropdown.
Split Amount If the employees pay is split into different accounts enter the amount to be split into this account. Do this on any additional bank account details records. This field is dependent on the currency option of the Split Type Dropdown.

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