Add a New Student

This task allows you to enter new students into your system. These students may be either employees or non employees.

For example, your employer may open classes to both employees and outside students. When you add students to the system, you can specify a status of Active for active employees or Not Employee for students from outside the company.

If you are using Sage HRMS Train, use the Add a New Student task to add both employees and non-employees to your system.

In Sage HRMS, use the Add a New Student task only to add non-employees into your system. To add employees to your system, use the Add New Hire task so that you can complete all related steps.

About Non-Employees

We recommend you set up a separate employer in Sage HRMS to store non-employees. Keeping non-employees in a separate employer provides several advantages. For example, you can set up security so that non-employees in Sage HRMS Train do not appear when you are working with Sage HRMS. You can also run separate reports in Sage HRMS Train for non-employees by selecting their employer in the Report Options dialog box.

To Add a New Student

1. Select Training > Tasks > Add a New Student.
2. On the New Student tab, enter:
   • Name
   • Social Security Number or Social Insurance Number
   • Address
3. From the Employer Name drop-down list, select the employer for which you are adding the new student or accept the default.
4. Sage HRMS Train automatically provides the next applicable Employee ID. You can accept the default or assign a new ID.
5. From the Employee Status drop-down list, select the status for the new student. Select Active if you are adding a current employee and Not Employee if you are adding an outside student. More...
   • If you add a student with any status other than Not Employee in Sage HRMS, you must enter required information in the same fields required by the Add New Hire task, such as Social Security Number or Social Insurance Number and home State or Province.
   • If you add a student whose status is Not Employee, you should enter a home State or Province (even though it is not required) so that the information is correct on the student's Demographics page.
6. When you finish entering information for the new student, you have two choices:
   • Click Add to add the student and continue adding other students. Sage HRMS Train displays the Add a New Student page again so you can add other students. When you finish adding students, click Cancel.
   • Click Steps to add the student and continue the task. The steps page opens and lists the steps for adding a student. Check the steps you want to complete. Complete each step now or schedule steps for yourself or another user to do later. Click OK to start moving through the following steps.

Demographics

The Demographics page contains basic student information such as name, address, personal information and telephone number. Sage HRMS Trainautomatically fills in the information you provided in the Add a New Student page. Use the rest of the page to record remaining personal information.

Current Job

The Current Job page enables you enter information about the student’s current job and organization level. This step is not required for students who are non-employees.

Required Courses

The Required Courses page enables you to add course requirements to a student’s record.

Published: April 11, 2017
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