Courses

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 Type"
7. Enter a Maximum Desired Number of Attendees.
8. Enter a Minimum Number of Desired Attendees.
9. 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.
10. Select "Generate Certificate and Licence" if you want to automatically create a "Certificate and Licence" record for the Employee, following the completion of the Course / Event.
11. Enter the Optimum Number of Desired Attendees. An E-mail alter will be sent to the HR User when a "Course" has hit the "Optimum Desired" number of Attendees so that the "Course can be turned into and Event.
12. Click "Save".
13. On the "Wait List" Tab, you can search for Employees and to see if they don't have a Training Record which matches the Course. You can Search for an Employee that does not have a Training Record that Matches their current Job Training Guide. You can also Search from any employee and add them to the "Waiting List". People will also appear on the "Waiting List" if they have been added to it from the "New Employee Wizard".
14. Assign a Training Provider for the Course. If one does not exist, you can add one under the Provider Folder. If the Course is Internal, the Provider details will be based on Internal Provider Details.
15. Once you Add an Employee to the "Waiting List", a Training Record will be created in their Training Sub Folder. The Status of the record will have: Training Record Name. Course Name and the Status of the Course, e.g. Waiting List, Attendees, Did no Attended, Completed. If the Course is turned into an Event, the Training Record will then have a "Start Date" and " Finish Date" assigned to it. If the event is rescheduled from the "Event" Sub Folder, the Status of the Training Record - Course will be Attendee - Rescheduled Course, prior to it being completed.
16. You can choose to generate a Certificate or Licence Record from the Training Course.
17. 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
18. The "Events" Tab Shows the Events that have been Scheduled for that Course. You can select the "Event" and open up the record.
19. 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
Bank Account in use	Select if this is the current bank account in use
End Use Date	Enter the date this account should no longer be used. If not known leave this empty.
Account Name	Enter the account name for this account
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.