Training Tasks and Processes > Training Tasks and Processes > Close a Class

Close a Class

When a class has been completed, use the Close a Class task to close the class. Sage HRMS Train changes the status of the class to Completed on the Class Information page and on the Courses Taken page of each employee enrolled in the class. The course is also removed from the employee’s Required Courses page, unless it is associated with a certification that has a renewal period. In that case, the course remains on the Required Courses page and the Complete By date is recalculated based on the renewal period of the certification.

To Close a Class

Select Training > Tasks > Close a Class.
Select the class you want to close. The steps page opens and lists the steps for closing a class.
Select the steps you want to complete. Complete each step now or schedule steps for yourself or another user to do later. Note that Update Class Information is a required step.
Click OK to start moving through the steps.

Update Class Information

On the Class Information page, Sage HRMS Train automatically changes the class status to Completed. You can review and edit course, class, and scheduling information. When you are finished, click OK to move to the next step.

Review Class Roster

The Class Roster page allows you to review the list of employees enrolled in the class. You can add employees who took the class but who were not previously added to the Class Roster. You can also edit enrollment information.

For example, an employee enrolled in the class never showed up. Select the employee and click More…. The Roster Detail page opens. Change the employee's enrollment status to No Show. Click OK to return to the Class Roster page.

Note: When you change an employee’s enrollment status to No Show or Failed, the course will remain on the employee’s Required Courses page.

When you are finished reviewing the class roster, click Close to move to the next step.

Edit Class Completion Letter

The Edit Class Completion Letter page allows you to edit the content and format of the letter to be sent to all employees who completed the class.

When you are finished editing, click OK.