Searching for an Education Request
The search screen is the default page when the Education Request screen is opened. This screen is used to filter criteria when searching for specific records to handle. Depending on the authorization role of the user, selected records can be viewed, handled, edited, or deleted.
Record Management
To locate specific records, enter the search criteria as described below, then click on the Search button. For more information, see Searching for a Record.
After entering the search criteria, all applicable records are displayed. To open and view a record, click on the folder to the left of the record. For more information, see Opening and Viewing a Record.
The icons under the Status column indicate the status of the transaction request. Hover the cursor over the icon in the screen to view the description of the icon:
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Approved
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Indicates the supervisor has approved this transaction request.
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Canceled
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Indicates this transaction was canceled by either the supervisor or the submitting employee.
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Denied
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Indicates this transaction request was denied by the supervisor.
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Requested
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Indicates that this transaction request has not been handled.
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Employee Code
The identification code of the employee to which the request applies.
Employee First Name
The first name of the employee to which the request applies.
Employee Last Name
The last name of the employee to which the request applies.
Organization Unit
The 
Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.
The home labor distribution of an employee indicates the main organization unit where the employee is assigned. The Home labor distribution assignment is used to determine the access Roles and processing Assignments for the employee and also to determine whether employees are included in reports and other processing (such as calculations and scheduling).
The primary home labor distribution assignment specifies the main job class/position of the employee within the home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).
Note: All labor distribution assignments for an employee are set up on the Labor Distribution screen in the employee record. For more information, see the Employee section>Labor Distribution screen>Primary Home Labor Distribution.
The trunk, branch, and leaf organization unit levels are displayed. The labels of the different levels is determined by the corporation.
The leaf structure level is the lowest of the four major organization structure levels used for payroll processing and scheduling, and is optional. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The trunk structure level is the second of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration > Organization Unit > Organization Link Levels screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The trunk structure level is the second of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration > Organization Unit > Organization Link Levels screen.
Range Begin Date
The earliest date of the range to include when entering, approving, or searching for an education transaction request record. The event must fall on or between the Range Begin Date and Range End Date.
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.
Range Begin Time
The earliest time on the Range Begin Date to approve or search for a request record.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
Range End Date
The latest date of the range to approve or search for a request record. If the date the course was taken falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.
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.
Range End Time
The latest time on the Range End Date to approve or search for a request record.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
Reason
Free-form text field to enter the reason the education transaction request was submitted.
Reviewer Comments
Free-form text field for the reviewer to enter any comments on this transaction, for example why this request was set to Denied or to Pending Review.
Schedule Group
The schedule group that includes the Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.
The home labor distribution of an employee indicates the main organization unit where the employee is assigned. The Home labor distribution assignment is used to determine the access Roles and processing Assignments for the employee and also to determine whether employees are included in reports and other processing (such as calculations and scheduling).
The primary home labor distribution assignment specifies the main job class/position of the employee within the home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).
Note: All labor distribution assignments for an employee are set up on the Labor Distribution screen in the employee record. For more information, see the Employee section>Labor Distribution screen>Primary Home Labor Distribution.
Status
The approval status of the request.
Request Status Code Options
The following Request Status Code options are available:
Approved
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The request has been reviewed and is allowed (approved) by the supervisor.
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Denied
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The request has been reviewed and is rejected (denied) by the supervisor.
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Canceled
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The request has been withdrawn (canceled) by the supervisor or employee.
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Requested
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The request has not yet been reviewed by the supervisor.
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Pending Review
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The request has been viewed, but has not been approved or denied by the supervisor. This setting is an acknowledgment that the request has been seen.
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Needs Review
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This option is only available on Search screens. If this value is selected, the search results include records with a status of either Requested or Pending Review.
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