Bulk Change - recording training

This help guide will show you how to enter a training activity for a subset of employees.

Contents

• Introduction
• Entering a training activity for a subset of employees 
   

Introduction

• There may be instances where you need to record a training activity for a group of employees, eg a the management team is attending a training day
• Rather than repeating the data entry for each employee record, the training activity can be recorded at the same time through the Bulk Change facility

Entering a training activity for a subset of employees

• Go to Data Management > Bulk Change
• A screen displaying a three step process will be displayed 

Step 1

• Click Select person subset
• The subset screen will be displayed enabling you to select the records for whom the change is to be made. Follow the subset steps

Step 2

• The screen will display your selected employee records in the Step 1 column
• In Step 2 there is a choice of Action or Field
• Since it is data that is to be recorded click Action and from the drop down list select Create a Training Record

Step 3

• For this particular change there are no processing options so Step 3 is not required

Enter details

• Click Continue
• Click on the icon in the top right of the screen to view the records selected

• On the training data entry screen, record the training activity as required
• If you have pre-set Courses or Events click the search button to find the course and the details will populate

Note: The Department (or whatever Org Unit 1 is named in your system) shows the department of the person completing the bulk change - in this example, Human Resources. You can adjust the dropdown as needed. Switch on Use employee's department to record training against each person's own department instead. This hides the Department dropdown.

• Click Complete and Return to Bulk Change
• Click Finish on the Bulk Change screen
• An on screen report of the changes will be presented. Click Export to PDF to save a copy

• To view the data entry record for any of the individual employees in the affected subset select the required employee record go to Performance & Development > Training Record