Guide to Employee Course History

Employees, managers, and Admins can add in the employee history information. When added by an employee, the manager and training Administrator will need to approve. Managers can also view the employee course history (transcript) from here or under the People by selecting the employee to view. This is a great place to add in any historical courses an employee might have taken before joining your organization, or taken off-site.

Navigating to Course Assignment

From the top menu, click Manager Tools and click Employee Course History.

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  • With the field in the top-left, select the employee(s) to view. (See note at the end of this section for more information on selecting employees)

    Employee_Course_Histrory_-_00.png

  • The employees selected will appear below to see the following information:
    • Student name
    • Course
    • Status
    • Completion Date
    • Grade
    • Duration
    Employee_Course_Histrory_-_01.png

Selecting Employees: Quickly identify one or more employees by using the type-ahead search or filtering by category. Categories available include: Manager, Location, Business Unit, Job Code, Group, and Department. Make selections, then click Save.

Add a New Item

  1. Click Add New to enter in a new item for the selected employee(s).

    Employee_Course_Histrory_-_Add_-_00.png

  2. Enter the required information:

    Employee_Course_Histrory_-_Add_-_01.png 

    • Course Title* - Select the course title, created by the Admin, and what shows up within the course catalog.
      • If the course is not listed in the drop-down, select Add New Course. Add the title in the next field.
    • Add Course Title* - This will automatically populate with the selected course from the course title in the previous field. If Add New Course was selected in the previous field, enter the new title.
    • Completed Date* - Date of when the employee completed the course.
    • Grade - If applicable, usually a percentage, but can be a letter grade.
    • Training Type* - The list is created by the Admin, select the appropriate option.
    • Cost - If there was a cost associated with the course
    • Provider - If there was a third-party provider who provided the training
    • Duration - Entered in Hours and Minutes. Only if adding in a course not already in the catalog. Whatever hours are assigned to the course within the catalog, will auto-populate the Duration field.
  3. Click Save and the Training Administrator will need to approve the entry.
  4. Once the course is assigned, the employee will receive an email notification and the course will be added to their My Training History within the LMS.

*Required Fields

Deleting an Entry

  • Click Delete towards the far right of a course record under the Action column.

    Employee_Course_Histrory_-_Delete_-_01.png

  • A confirmation modal will appear. Click OK to confirm the deletion of the record.

    Employee_Course_Histrory_-_Delete_-_00.png

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