General Screen
The General screen is displayed when adding a new record, or when viewing information on an existing education transaction.
To view the details of an existing record, click the expand arrow of a record to open it.
Attendance Status
The employee's attendance status for this class transaction (e.g. Present, Not Present, etc.)
Note: The options available have been previously set up on the Configuration section>Education Tracking card>Education Attendance Status screen.
Classroom(s)
The classroom(s) where the class was held.
Cost
The cost charged to the employee for attending the class (if applicable).
Course Code
The identification code for this course.
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 the Configuration section > Education Tracking card > Course-Competency Classification screen.
Credits
Number of education credits the employee receives for successfully completing the course/competency, if applicable.
The Credits value from the course/competency record is defaulted, but can be changed.
Description
The label describing the course code.
End Date
The date when this education course was completed.
End Time
The ending time of the class, expressed in 24-hour format. If an hours value was set up for the course, this End Time is automatically calculated when the Start Time value is entered.
Hours
The number of continuing education hours earned by completing this course, if applicable.
The Hours value from the Course/Competency record is defaulted, but can be changed when editing a saved record.
Instructor(s)
The instructor teaching the class.
Notes
Free-form text field for entering any information regarding this education transaction.
Score
The score the employee achieved on the test for this class. If a minimum score is configured in the Courses table for this class, the employee must meet or exceed that score in order to pass the class.
Source
An icon indicates the method this record was added (e.g. Manual, Badge Reader, Conversion, etc.) Point to the icon with the mouse to view the tool tip showing the source.
More About Input Source Symbols/Icons
Depending on the screen, the following Input Source Symbols may be displayed:
b
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Badge Reader
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Indicates the transaction results from swiping a badge at the badge reader.
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C
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Core Schedule
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Indicates an entry on the schedule screen that was automatically generated during a Core scheduling pass.
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e
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Education Tracking Reader
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Indicates the transaction was entered through an Education Tracking reader (for an education transaction class).
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d
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DeductIT
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Indicates this was added via a DeductIT transaction.
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H
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Home Health Care
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Indicates this is a Home Health Care transaction.
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i
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Data Import
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Indicates this transaction is from imported data.
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L
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Legacy
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Indicates this is a transaction from a legacy system.
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N
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Needs-Based Schedule
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Indicates an entry on the schedule screen that was automatically generated during a Needs-based scheduling pass.
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P
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Education Tracking Download
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Indicates this transaction is from a download to the Education Tracking application.
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r
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Cash Register
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Indicates this transaction originated from a cash register (for DeductIT).
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S
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Manually Added Schedule
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Indicates the transaction was manually added or updated on the schedule.
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T
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Trade
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Indicates this is transaction resulting from a schedule trade.
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W
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Request to Work
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Indicates this transaction was entered as a result of a request to work.
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~
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TimeCall
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Indicates the transaction was called in using the TimeCall feature.
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@
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Quick Badge
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Indicates the transaction was entered through the portal through the Quick Badge feature.
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#
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Staffer
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Indicates this data was added via the Staffer interface.
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$
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Schedule Incentive
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Indicates this is a transaction resulting from schedule incentive.
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^
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Auto-Generated
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Indicates the transaction was automatically generated by the system, for example, creating a matching out punch when a new special code is entered
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(
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Reassign
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Indicates a clocking or calendar within the selected pay period that was reassigned to a new Labor Distribution by the system.
Note: The reassign process is called directly by the Employee Download or Replication processes when a new Home Labor Distribution is created, or when a new Labor Distribution is created in the Employee Record via the Web Portal. Transactions associated with the old home labor distribution on or after the new home labor distribution are updated to the new home labor distribution information.
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[
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Manual
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Indicates the transaction was manually entered.
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]
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Conversion, Upgrade
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Indicates the input results from data from the conversion process.
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Start Time
The time the class began, expressed in 24-hour format.
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.
Transaction Status
The status of this employee's transaction in the class (Passed, Canceled, Failed, Incomplete, No Show, or Withdrawn). Note: Only transaction status codes with the Passed field set to Yes fulfill the educational requirement of this course.
Note: The options available have been previously set up on the Configuration section>Education Tracking card>Education Transaction Status screen.
More About Standard Education Transaction Status Options
The Education Transaction Status options that are available on the Transaction Entry screens have been previously set up on the Configuration section>Education Tracking card>Education Transaction Status screen. There are a number of standard codes but additional codes can be added by authorized users
Note: Only transaction status options that are set with the Passed field set to Yes will satisfy the course requirement.
The following Standard Transaction Status options are available for selection:
Passed
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The employee attended the class and completed all the requirements to pass, including a passing score (if required).
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Canceled
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The employee was enrolled in the class, but then the class was canceled.
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Failed
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The employee attended the class but did not achieve the minimum score required to successfully complete the course/competency requirement.
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Incomplete
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The employee did not complete all the criteria necessary to meet the course/competency requirements.
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No Show
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The employee did not attend the class, and did not contact an authorized user with the reason for not attending.
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Withdrawn
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The employee was enrolled in the class, but withdrew his/her enrollment.
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When Attended Date
The calendar date the class was held.
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.
