Assigning required training by track or course

Assign employee training requirements to multiple employees by course or track. Use this option if you have a number of employees who are required to take one specific course or track.

To assign required training by track or course

  1. Access Required Training by Track and Course (TR13.1).
  2. In the Type field, select whether the required training is a course or a track.
  3. In the Course or Track field, select the required track or course.
  4. In the Company field, select the employees' company.
  5. In the Employee section, use the following guidelines to enter field values:
    Employee

    Select the employee required for this track or course. This is a required field.

    Status

    The status Incomplete defaults if you do not select a value. The application updates this field when the required course or the last course of the track is complete. Override the status field if needed.

    Start

    Type the date the track or course is assigned to the employee. This is a required field.

  6. Select the Add form function.

Optional procedure

To assign tracks or courses to an individual employee, use Required Training by Employee (TR13.2).