Groups are used to assign training, assign learning plans and restrict courses in the catalog.
Required Fields: Group Title and Group Code. Group Code is the only field imported from the import file and Group Title appears when selecting to assign by group. If using an import file or API, Groups will need to be created before doing an import.
An employee can be assigned to multiple Groups. Within the Import File, each group must be in a separate field/column, DO NOT place into one field and separate with a comma.
Departments are used to assign training and to filter employees by within Succession Planning. Department Number (limited to 10 characters) and Department are required fields when creating new. Department Name is used for the Import and is applied to the dropdown menu when selecting by department. Department Number is not used, but required. If using an import file or API, Department(s) will need to be created before doing an import.
Cost Center can be added to the employee profile manually or via the Import file. This is a free form field.
The salary information, if populated, can be seen by the Manager's view of their direct/indirect reports and is optional to add to the header of an evaluation/performance review. This field accepts numeric values only.
Job Title is associated with an employee and seen within their profile by Manager and Admin.
Hire Date, Last Promotion Date and Next Evaluation Date
These fields are important if using the Performance Module. Evaluations can be assigned by Hire Date, Last Promotion Date or Next Evaluation Date. If these fields are not populated, the only option to use when scheduling evaluations is Custom Date. These fields can be viewed by the Manager and Admin.
Last Raise Date and Last Raise Amount
These fields can be viewed by the Manager and Admin and are sometimes helpful to see within the system when doing performance reviews.
Termination Date does not automatically make an employee Inactive. This is an alternative field to use when viewing an inactive employee to see when they were terminated.
Middle Initial, Work Phone, Home Phone, Mobile Phone, Gender, Ethnicity and SSO Username are only seen by the Administrator.