Transaction Entry

The Transaction Entry button opens the Course Transaction Wizard to post the course information to selected employee records. This can be used to record information from courses previously taken.

When each page is completed, click on the Next button to move to the next page. When all pages are completed, click on the Finish button to post the transactions to the employee records.

The wizard takes the user through the following pages of configuration:

1. The first screen of the Course Transaction Wizard displays general information on the class that will be added to the records of all attendees.

2. The Start Date and Start Time are filled in with the current date and time, but can be changed. An End Time can also be entered.

3. The Classrooms field is filled in with the default classroom information, but can be edited.

4. The Instructors field is filled in with the default instructors. This information can be edited.

5. The Overwrite field value is also defaulted from the course information, but can be updated.

6. Click on the Next button in the left pane.

7. The Employee Search screen is displayed to search for and select employees to assign to this course. To add attendees to the class, use the Basic search criteria to search for a single employee by name or code, or select the Advanced button to open three tabs of search criteria options to locate multiple employees.

   Note  

   For more information on the employee search fields, see the section on Searching for an Employee Record.

8. Check the box to the left of each employee name to be included in the transaction entry. Click on the Next button.

9. The final screen of the Course Transaction Wizard lists each employee separately so that individual information can be entered or updated.

10. Enter each employee's Transaction Status and Attendance Status codes. Only employees with transaction status options that are set with the Passed option set to Yes will satisfy the course requirement.

11. Enter the Score, Credits and/or Hours earned, and Cost.

12. Click on the Finish button to post these transactions to the employee records and to close this screen.

Depending on the page displayed, the following fields may be available: Attendance Status Cost Credits Classroom End Time Instructor Hours Overwrite Score Start Date Start Time Transaction Status

The following additional section options are available in the left pane: General Categories Classrooms Instructors Reports Resources Associated Courses Prerequisite Courses

Attendance Status

The employee's attendance status for this class transaction, such as Present or Not Present.

Cost

The cost in dollars for this employee. The value that defaults in the field is the Employee Cost set up on the General screen for this course.

Credits

The total number of educational credits the employee achieved with this course. The value that defaults in the field is the Credits set up on the General screen for this course.

Classroom

The classrooms where the course was held.

End Time

The time the course ended, expressed in 24-hour format.

Instructor

The name of the instructors who taught the course.

Hours

The total number of educational hours the employee achieved with this course. The value that defaults in the field is the Hours set up on the General screen for this course.

Overwrite

Indicates whether to overwrite existing data on this same course, if it exists in the employee record (Yes/No).

Score

The test score the employee attained in this course. If there is a minimum score required, the employee must meet or exceed the minimum in order to fulfill the education requirements of this course.

Start Date

The calendar date the course was held.

Start Time

The time the course began on the Start Date, expressed in 24-hour format.

Transaction Status

The current status of this employee transaction as it pertains to the course, such as Passed, Failed, or Withdrawn. Only employees with Employee Transaction Status options that are set with the Passed option set to Yes will satisfy the course requirement.