Creating and Assigning a Curriculum Requirement

1. From the Configuration section>Education Tracking card, select the Curriculum icon.
2. Click on the Add button to open a screen to create a new record.
3. Enter a Code and Description to identify the record.

   The label describing the curriculum.

   A short alphanumeric name or abbreviation that identifies the curriculum.

4. Enter a Default Effective Date and the Default Expiration Date, if applicable, to indicate the defaulted effective date range of this curriculum when it is assigned. These values can be updated.

   The defaulted effective date of when this curriculum requirement begins.

   The defaulted effective date of when this curriculum requirement begins.

5. In the Use Hire Date field, indicate whether this requirement expiration should be based on the employees' hire date (Yes) rather than the employees' position assignment date (No).

   Indicates whether the requirement Fixed expiration date of the assigned courses will default to the month/day of the employees' hire date rather than to their position effective date (yes/no).

   • When this value is set to Yes, the course expiration month/day defaults to the employees' hire date. This ensures the requirement will expire on the employees' anniversary date.
   • When this value is set to No, the course expiration month/day defaults to the latest date among the employee hire date, labor distribution begin date, and curriculum content effective date.
6. In the Requirement Exempt Date field, enter the hire date from which the course requirements of this curriculum are validated. If an employee was hired before this date, the requirements are not validated.

   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.

7. Save the record.
8. Courses and Categories can be assigned to the curriculum to indicate the education requirements of this curriculum. The following section option buttons are available in the left pane. Click on the links below to open the related help documentation on assigning courses and categories to the curriculum.
   • Categories
   • Courses
9. Once the education requirements are established, the employees who must meet these requirements must be selected. The curriculum can be assigned at the Job Class, Position and/or Organization Unit level.
10. Click on the links below to open the related help documentation on assigning the curriculum to these labor distributions.
    • Job Class
    • Position
    • Organization Unit