Course codes

A course is a training activity covering specific content. A course might be a traditional classroom training activity (such as Workplace Safety) or a course could represent on-the-job training or a test.

Use course codes to set up courses, enter course information, and specify prerequisites. If you are also using Sage HRMS, you can also associate courses with skills.

Associating skills with courses

If you are also using Sage HRMS, skills can be associated with a course on the Associated Skills tab. When an employee completes a course associated with a skill, the employee's Skills page in Sage HRMS is updated to include the skill:

  • The Years Experience is calculated from the difference between the current date and the course end date.
  • The Comments displays the course associated with the skill.

Note: If you delete a completed course from an employee's Courses Taken page that has a skill associated with it, the skill will not be removed from the employee's Skills page in Sage HRMS. You must manually remove the associated skill from the Skills page.

To add or edit a course code

  1. Select Setup > Training > Training Setup > Courses.

  2. On the Courses page for Employer, select the employer (or Enterprise) whose course code table you want to change.

    The table on this page shows the codes and descriptions of courses that are already set up for this employer.

  3. To add a new course, click Add.

    To change information about an existing course, highlight the row with that course and click More.

  4. On the Course Codes Detail page:

    For a new course, enter the new Code and Description, and then enter information on the tabs..

    For an existing course, make your changes to the course information on the tabs.

  5. Click OK.

    If you added a new course, it is added to the table on the Courses page.

Note: When you edit a course and click OK, Sage HRMS Train asks if you want all classes and employees to be updated with the changes. Click Yes if you want existing classes to reflect the changes. Click No if you want the changes to apply only to future classes.

Tabs on the Course Detail page

Items on the tab

 

Item

Description

Course Type

Select the type of course or None Specified.

Total Sessions

Type the total number of times the course meets.

Total Hours

Type the total number of hours the course takes to complete.

Certification

Select the certification associated with the course, if any.

Overall Rating

Select the overall course rating given by employees who took the course.

Credits

Type the number of credits each employee receives when they complete the course.

CEU

Type the number of Continuing Education Units each employee receives when they complete the course.

Course Fee

Type the fee charged each employee (or employee organization) who takes the course.

Other Fees

Type the amount of other fees charged each employee (or employee organization) who takes the course.

Use this tab to enter a detailed course description in the text box.

Use this tab to specify courses that are required to be completed before taking this course.

  1. Click the required course in the Available Courses list (on the left), which lists all the courses available in the Courses code table.
  2. Click Select > to move that course to the Selected Prerequisites list (on the right).
  3. If you are asked if the certification requirements apply to every employee with this certification, click Yes or No.
  4. Repeat steps 1 -3 for all courses that you want to select.
  5. Click Apply or OK.

If you are also using Sage HRMS, you can use this tab to link skills to the course .

  1. Click the skill in the Available Skills list (on the left), which lists all the skills available in the Skills code table in Sage HRMS for the employer whose course you are adding or editing.
  2. Click Select > to move that skill to the Selected Skills list (on the right).
  3. Repeat steps 1 - 2 for all skills that you want to associate with the course.
  4. Click Apply or OK.