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Manually Add Attendees to a Course

Summary

After you create a Courses record, you can add an employee to that course from a Nominations record or you can add attendees manually.

Procedure

To manually add an employee to a course:

  1. Navigate to Human Resources | Training & Development | Course Details | Courses.
  2. Double-click the required Courses record to open it.
  3. On the Courses | Attendees tab, click Edit.
  4. Press Insert.
  5. On the Add Course Attendees form, enter Details tab values.
  6. Click Save.

    A message appears about copying default learning outcomes.

    Note: Other messages may also appear (see Nominations - Transfer Employee to Course).

  7. Click Yes to copy learning outcomes from the Course Types record to the Course Attendees record.

    A message appears about copying default course feedback.

  8. Click Yes to copy course feedback from the Course Types record to the Course Attendees record.
  9. Click the Course Feedback tab to check that PayGlobal added the Course Attendee Course Feedbacks records. After this attendee completes the course and provides feedback, you can enter the rating they gave for each aspect of the course.
  10. Click the Learning Outcomes tab to check that PayGlobal added the Course Attendee Learning Outcomes records. You need to enter the employee's Initial value for each learning outcome, and after they complete the course, you need to enter their Final values.
  11. Click Save + Close to return to the Attendees tab.

Deleting Course Attendees Records

PayGlobal will not allow you to delete records that have dependencies. Before you can delete a Course Attendees record, you must delete all Course Attendee Course Feedbacks and Course Attendee Learning Outcomes records in that record.

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