Summary

When you create a Courses record, you can use the Copy Defaults option to copy information from the Course Types record. When you close a course, PayGlobal copies the Competencies and Qualification Types from the Course Types record to the Employees records of attendees with Status = "Passed".

The following diagram shows the main Course Types default values that are used in Courses and Employees records.

Procedure

1. Navigate to Human Resources | Learning & Development | Course Details | Courses.
2. Press Insert to add a Course record.
3. Complete the Code and Description fields.
4. On the Details tab, select the Course Type that you want to copy the defaults from.
5. Click the Course Status tab.

In the Begin date field, select the first date of the course and then click Save.

When you copy days from the Course Type | Days tab to the Courses | Days tab, PayGlobal populates the Date field on the Day records starting from the Begin date that you select.

1. Right-click the Course Status tab and select Copy Defaults.

   The following message appears: "Do you wish to remove existing resources from this course?"

2. Click Yes or No.
   • Yes: Items listed on the Course Type | Resources tab, such as a projector, are copied to the Courses | Resources tab.
   • No: Resources are not copied.

   The following message appears: "Do you wish to update existing days from the Course Type?"

3. Click Yes or No.

Yes: Course days on the Course Type | Days tab are copied to the Courses | Days tab.

If Update Attendee's Rosters = "Yes" , and you have already added attendees to the course, then the attendees' rosters are updated.

No: Course days are not copied.

If you change Update Attendee's Rosters from "Yes" to "No", then the attendees' rosters are removed.

You now need to view the audit log.

See also

Course Details

Create a Courses Record

Integrating Courses with Rostering

Close a Course