Education Tracking Set Up

The Education Tracking feature is used to establish and monitor the education/continuing education requirements for the employees. Courses and competencies are created, assigned to curriculums (either directly or via category assignments) which are in turn assigned as requirements for specific job classes, positions, or organization units.

• Education Requirements processing determines the required courses/competencies for employees, based on the curriculum requirements of their labor distribution assignments.

• Education Qualifications processing compares the employees' education requirements with the employees' currently completed education courses/competencies, and it determines if each employee is currently compliant with all education requirements based on the employee's position, job class, or organization unit assignments.

Maintenance of the Education Tracking System.

1. Education Requirements processing is run to determine the required courses/competencies for employees, based on the curriculum requirements of employees (based on their labor distribution assignments).

2. Education Qualifications processing is run to compare the employees' education requirements with the employees' completed education courses/competencies, and to determine if the employee is currently compliant with all education requirements based on the employee's labor distribution assignments.

3. The employees' education information is displayed on the Employee record > Education Summary, including a listing of completed courses and also missing or expired courses.

4. Employees can view any missing or expired courses on Home > My Expiring Education Requirements.

5. Classes are created by authorized users to fulfill the education requirements for the related course/competencies when completed by employees.

   Tip  

   Run the Course Demand Summary report to determine the number of employees that will need to take a specific course/competency and indicate the number of classes that need to be scheduled.

6. Class Groups can be created, where attendees must enroll in and complete all classes set up in the group.

7. Employees can search for and enroll in a class to meet education requirements of a course/competency from Home > My Expiring Education Requirements, or from Employee > Class Schedule.

   Note  

   If employees are not allowed access, they can be assigned to classes by managers.

8. Employees can also subscribe to Event Subscriptions to be notified of impending expiration of educational requirements and/or changes made to a class they are scheduled to attend. The system monitors the employee education expiration information via the EdScheduled task. When an employee requirement is near its expiration date, employees are notified by email or in the portal via Home > My Unread Messages.

9. Employees take the classes needed to fulfill their education requirements.

10. Class information, such as scores and employee status, is entered into the system in one of the following ways:

    • Through Configuration > Education Tracking > Class > Transaction Entry.

    • Through the Employee record > Education Transactions, either entered by the employee and then approved by a supervisor, or it can be entered by the supervisor.

    • Through a download (EducationDown).

11. Education Qualification processing is run to compare the labor distribution assignments of the employee with the completed education requirements and to update the employees' compliance on the Employee record > Education Summary.

12. When the Scheduling process is run, a Selection Style should be used that validates the employee's education requirement compliance. Any employees who do not meet the education requirements for the scheduling assignment are not scheduled.

    Note  

    An employee can still be scheduled during the grace period of an expired education requirement.

 

The following topics are available in this chapter Configuration Overview Maintenance of the Education Tracking System