Curriculum Assignments
Curriculums assigned directly or indirectly to the employee are displayed on this screen.
Note: Only curriculums added directly to the employee record can be deleted or can have fields edited through this screen (except the Exempt field is editable). All other records must be edited or deleted through the screen where they were entered (i.e. Organization Unit, Position, or Job Class).
- Curriculums are directly assigned to an individual employee through this screen. These records display the Source as Employee and also display a check box to the left of the record. The check box is used to select records to be deleted.
- Curriculums are indirectly assigned to employees based on their position, job class, or organization unit. The Source field lists the origination of the assignment.
Employees can be exempted from a specific curriculum by setting the Exempt field to Yes.
Adding an Employee Curriculum Requirement
To add a new Curriculum requirement to this employee record, complete the following steps:
- Click on the Add Curriculum button in the left pane.
- In the Curriculum Code field, enter the name of the curriculum as selected from the Field Look Up Values in the left pane. These values have been previously set up on the Curriculum configuration screen.
The code of the curriculum to be assigned to this employee.
- Enter the Effective Date when this requirement becomes effective for this employee.
The date the course or curriculum becomes a requirement for this employee.
- Enter the Expiration Date when this requirement is no longer needed for this employee. If there is no predetermined expiration date, leave this field blank.
The date this course or curriculum is no longer a requirement for this employee, if applicable.
Deleting an Employee Curriculum or Course Assignment
Note: Only Courses and Curriculums assigned to an employee directly through this screen can be deleted here.
To delete a Curriculum or Course requirement for an employee, complete the following steps:
- Check the box on each record to be removed.
- Click on the Delete Selected button in the left pane.
- A message appears verifying the record should be deleted. Click on Yes to continue.
Note: Deleting the Course or Curriculum record removes the record from this screen. A better practice is to expire the course or curriculum assignment by entering an expiration date (unless it was added in error). This leaves the record in the screen while removing the requirement from the employee.
Exempting an Employee from a Curriculum
To exempt an employee from a Curriculum requirement, complete the following steps:
- Click the expand arrow on the record to open it.
- In the Exempt field, select the Yes option from the drop down menu.
- Click on the Save button to save the changes.
A check mark now appears in the Exempt column in the grid, and the employee is not required to complete this curriculum.
Note: The Expiration Date for the courses in this curriculum display as Never in the employee's Education Summary. For more information, see the documentation on Employee record>Employee section>Education Summary.
Curriculum Code
The code of the curriculum to be assigned to this employee.
Effective Date
The date the course or curriculum becomes a requirement for this employee.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Exempt
Indicates whether this employee should be exempt from the selected curriculum requirement (Yes/No). When viewing existing curriculums in the grid, a check mark is displayed in the Exempt column if the employee is exempted from a curriculum.
Note: If an employee is exempt from a curriculum based on his/her hire date being before the Requirement Exempt Date for the curriculum, that curriculum will not display on the Curriculum screen.
When a date is entered in this field, any employees whose Hire Date is before this date are exempt from this curriculum requirement.
The curriculum requirement will not display on the Curriculum screen in the employee records.
Expiration Date
The date this course or curriculum is no longer a requirement for this employee, if applicable.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Position
The employee's assigned position code. The employee's position can determine whether an employee is assigned a job class curriculum (based on the job class linked to the position) or a Labor Distribution Curriculum (based on the organization units linked to the employee's positions).
Source
The source indicates the screen where the curriculum requirement originates, based on the employee's position, job class, or labor distribution assignments.
The following are possible sources for this curriculum assignment:
Job Class
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The curriculum requirement was set up at the job class level. Employees qualify for this requirement based on their assigned job classes or on their positions linked to the job class.
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Organization Unit
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The curriculum requirement was set up at the listed organization unit level. Employees qualify for this requirement based on their organization unit assignment, or job classes or positions linked to the organization unit. The level where the requirement originated is listed (e.g. department, facility, and unit).
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Position
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The curriculum requirement was set up at the position level. Employees qualify for this requirement based on their position assignments.
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Employee
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The curriculum or course requirement was set up at the employee level in this screen.
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