Course Assignments
Only courses directly assigned to the employee are displayed on this screen. The courses assigned to the employee through a curriculum can be viewed on the Education Requirements screen.
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Course requirements can be added directly to an employee through this screen without having to first assign the course to a curriculum.
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Course requirements entered through this screen can be edited or deleted here.
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Depending on the page displayed, the following fields may be available: |
The following additional section options are available in the left pane: |
Carry Over Days
The number of days before the expiration date of a course/competency requirement that the employee can take the related class.
For example, if this value is set to 60, the employee can schedule a class up to 60 days in advance of the expiration date. This field is only enabled if the Expiration Category is set to Fixed.
Note
If this value is left at 0, this means the employee cannot take this class until the day it expires. Be sure to enter enough carryover days to allow the employee to attend a class before the expiration date, especially if a particular class is not offered very often.
Course Classification Code
The classification of the course/competency, used to group similar types. When this is entered into the search criteria, it limits the courses displayed to those with the indicated classification.
Note
The values displayed in the Field Look Up Values were previously set up on .
Code
The alphanumeric short name or abbreviation for the course/competency.
Description
The label describing the course/competency.
Effective Date
The date the course or curriculum becomes a requirement for this employee.
End of the Month Expiration
Indicates whether this course requirement expiration is extended to the last day of the expiration month (Yes/No). This functionality is only available when the Rolling First or Rolling Last option is selected in the Expiration Category field.
Expiration Date
The date this course or curriculum is no longer a requirement for this employee, if applicable.
Expiration Type
Indicates the method for determining the employee-level expiration of the course/competency requirement, such as Fixed, Rolling First, or Rolling Last.
Fixed Expiration Date
The date when this course/competency expires for all employees, if applicable. This field is only enabled when the Expiration Type is set to Fixed.
Frequency
Time span by which the requirement expiration date should be monitored, such as Days, Weeks, Months, Years, or Once. If this value is set to Once, the Frequency Value, Expiration Type, Fixed Expiration Date and Carry Over Days fields are disabled.
Frequency Value
The number of Frequency units that can elapse before a course/competency requirement expires. For example, if the Frequency is set to Years and the Frequency Value is 2, this means the requirement expires after two years.
Grace Period
The number of days after expiration of this requirement that the employee is still able to be scheduled. If the requirement has a frequency of Once, this grace period is added to the beginning of the requirement cycle, so employees have X number of days to complete this requirement.
Note
If the frequency of the requirement is anything other than "Once", this grace period days are never automatically added to the expiration date as it is displayed in the portal. The expiration dates listed are always the true expiration. The Grace Period is taken into consideration when trying to schedule the employee to work after the employee's eligibility has expired.
If the requirement is a "Once" frequency, there is no end to the person's eligibility once it has been fulfilled. Therefore, the grace period is applied to the beginning of the cycle. The Eligibility Expiration date displayed for an unfulfilled Once frequency requirement will be the effective date of the requirement plus the number of grace days.
Mandatory
Determines whether the course or competency needs to be completed for the employee to meet educational requirements (Yes/No).
Note
When an education requirement's mandatory flag is set to No, that course/competency is still required for the education record, but it is not required for the employee to be scheduled (even when the Education Requirements Qualification rule is applied in the Selection Style for scheduling).
Number
The unique numeric value for this course/competency. This numeric value is used with input devices, for badging into a class.