Overview
The Coins ERP+ Human Resources module gives users the ability to enrol an employee in multiple courses. For example, a Link to Training Course Group action in the Personnel Workbench allows selected employees to be linked to a specific training course group so that they are automatically assigned to any courses in that Group. In addition to this action, other modifications were made in Human Resources to allow multiple course enrolment for employees.
HR enrol Employees in Multiple Courses: Training/Assessment Groups
Before you can enrol employees in multiple courses, you need to have training/assessment courses set up in specific Groups. This setup can be done by using the Training/Assessment Groups function in Human Resources > HR Maintenance.
Add Screen
When you select Add on the Training/Assessment Groups screen, it opens with two sections, Trainings and Assessments, as shown in Training/Assessment Groups - Add Record. You can use this screen to select one or more Trainings/Assessments for the Group you are adding.
Training/Assessment Groups - Add Record
Add Screen with Selections
On the Add screen, select one or more Trainings/Assessments from the Available list and click the right arrow to add them to the Selected list, as shown in Training/Assessment Groups - Details. Any trainings/assessments on the Selected list become part of the Group you are adding.
Training/Assessment Groups - Details
HR enrol Employees in Multiple Courses: Training/Assessments
This section describes how HR Training/Assessments can be used to allow multiple course enrolment for employees.
Main Browse
The Training/Assessments browse screen contains two tabs (as shown in Main Training/Assessments Browse): Training/Assessments and Group Enrolments.
The Training/Assessments tab was previously shown as a browse with no tabs. Even though it shares the screen with another tab, its browse remains the same as before.
The Group Enrolments tab is discussed below.
Main Training/Assessments Browse
Group Enrolments Tab
A Group Enrolments tab has been added to the Human Resources > Training/Assessments function, as shown in Group Enrollments Tab. This is where you can add and maintain information about Course Group Enrolments.
Group Enrollments Tab
Field Definitions
Group Code
The code for the course group, which links to a Courses Group Assignment browse.
Date From
The start date of the course being offered.
Ideal # Attendees
The ideal number of Attendees on the Course Master record. The value in this field shows the minimum value against all included in the group courses.
# Attendees
The number of enrolled attendees.
# Courses
The number of enrolled courses.
Archived
Whether the course is archived.
Courses Group Assignment
When you drill on the Group Code field in the Group Enrolments tab, you are taken to a Courses Group Assignment browse, as shown in Courses Group Assignment Browse. This browse contains the following tabs:
Group Enrolments
Details
Add Personnel
Enrolled Personnel
Courses Group Assignment Browse
Details Tab
The Details tab on the Courses Group Assignment browse is shown in Details Tab. This screen gives you more information about the courses group.
Details Tab
Field Definitions
Type
The type of course, such as Training or Assessment.
Course
The code used for the training course/assessment.
Name
The name of the training course/assessment.
Venue
The venue where the training course/assessment if being held.
Places
The number of places for the training course/assessment.
Start Time
The start time for the training course/assessment.
Add Personnel Tab
The Add Personnel tab on the Courses Group Assignment browse is shown in Add Personnel Tab. This screen allows you to add one or more employees to a training course/assessment. You can select employees and then use the enrol Selected action (enrol Selected Action) to enrol them.
Add Personnel Tab
enrol Selected Action
Group Enrolments Tab
The Group Enrolments tab on the Courses Group Assignment browse is shown in Group Enrolments Tab. This screen gives you a list of group enrolments for a training course/assessment.
Group Enrolments Tab
Field Definitions
Code
The code for the course group.
Reference
A reference number, if any, for the course group.
Description
A description of the course group.
From
To
The beginning and end dates for the training course/assessment.
Venue
The venue where the training course/assessment is being held.
Type
The type of course group, such as Training or Assessment.
Places
The ideal number of places for the training course/assessment.
Free Places
The number of free places remaining on the training course/assessment.
Int/Ext
Whether this is an Internal or External training course/assessment.
Expiry
The expiry date of the training course/assessment.
Coordinator
The user who coordinated the training course/assessment.
Enrolled Personnel Tab
The Enrolled Personnel tab on the Courses Group Assignment browse is shown in Enrolled Personnel Tab. This screen includes the status of each employee attending the training course/assessment. Even if an employee may not necessarily be enrolled, you can still select Confirmed, Attended, Successful, etc.
Enrolled Personnel Tab
HR enrol Employees in Multiple Courses: Personnel Workbench
This section describes how the HR Personnel Workbench can be used to allow multiple course enrolment for employees.
Link To Training Course Group Action
A Link to Training Course Group action has been added to the Personnel Workbench, as shown in Link to Training Course Group Action. You can use this action to select one or more employees for enrolment in a training course group. After selecting a Group (such as Daily Task Briefing), an employee is automatically assigned to any courses in that Group.
Link to Training Course Group Action
Link to Training Course Group Selection Screen
After you click the Link to Training Course Group action button, you are taken to a Link to Training Course Group selection screen that has the following two tabs:
Course/Assessment tab, as shown in Course/Assessment Tab Selection Screen. Use this tab to select a Group Code, then click Next at the bottom of the screen to complete the group enrolment selection. Any linked employee(s) are automatically assigned to courses in that Group.
Personnel tab, as shown in Personnel Tab Selection Screen. This tab automatically lists any employees who are already enrolled in the group.
Course/Assessment Tab Selection Screen
Personnel Tab Selection Screen
