Training Tasks and Processes > Training Tasks and Processes > Enroll Employees in a Class

Enroll Employees in a Class

This task enables you to enroll employees in a class that has already been set up.

To Enroll Employees in a Class

Select Training > Tasks > Enroll Employees in a Class.

Note: Only classes with a status of Open appear in the Class Find dialog box for this task.

Select the class for which you want to enroll employees. The steps page opens and lists the steps for enrolling employees in 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 Enroll Employees and Review Class Roster are required steps.
Click OK to start moving through the steps.

Enroll Employees

The Enroll Employees page displays a list of employees who require the class.

To enroll employees, click the Enroll button. The Available list shows all the employees who require the course. The Selected list shows those employees you select.

From the Available list box, double-click the employees you want to enroll. The selected employees appear in the right list box. If you want to remove an employee from the Selected list, highlight it and click Remove.

Note: If no employees are shown on the Enroll Employees page, there are no employees who currently require the class. In this case, the Enroll button is disabled.

To edit an employee record, select an employee and click More… or click the + button. The Requirement Detail page opens.

Use the Next and Previous buttons to view the next and previous employees. Edit the enrollment information as needed. Click OK to accept the changes and return to the Enroll Employees page.

To delete an employee from the Enroll Employees page, highlight the employee’s name and click Delete. A verification message box asks if you want to remove the employee from the list. Yes removes the employee from the list and the course from the employee’s required courses. No returns you to the page without deleting the employee.

When you are finished, click Continue 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, edit enrollment information and add employees to the class roster.

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

Edit Class Enrollment Letter

The Edit Class Enrollment Letter page enables you to edit the information contained in the enrollment letter to be sent to all employees enrolled in the class. When you are finished editing the letter, click OK.