Assigning required courses

Use the Assign Required Courses task to add courses to the training requirements for individual students or groups of students.

Example: The Administration department just acquired a new software package that everyone in the department must learn. Add a course for the new software training to the course code table. Then use the Assign Required Course task to add the course to the training requirements of everyone in the Administration department.

To assign a required course to students

Select Training > Tasks > Assign Required Courses.
In the table on the Select a Course page, highlight the course you want to assign, and then click OK.

Tip: To help locate the course, for Search Criteria (below the table), select either Description or Code, and then type the first few characters of a course description or code. The table only shows courses that match your search criteria.
Review the table on the Assign a Course page, which shows all students who are currently required to take the selected course.

Tip: To have the table only show students who are taking the course or have already completed it, select the Show employees who have taken the course check box in the lower left corner below the table.
To add this course for other students, click Add.
On the Employee Criteria tab of the Assign a Course to Employees page, choose how to select the students who will be assigned the course.

Tip: To save the criteria you specified for this task for future use, click Save. The next time you assign a course to students, you can click Restore to reuse these settings. This comes in handy if you assign courses to the same group of students on a frequent basis.

Note: If the student who you select has already completed the course or already has this course as a requirement, that student will not be added again in most circumstances. However, if the course is associated with a certification with a renewal period, students who already completed the course are added to the list of those requiring the course because they will need to complete the course again in order to maintain certification.
On the Defaults for Each Course tab of the Assign a Course to Employees page, specify course information (such as the completion date) that will be added to the Required Courses page for the selected students. (This default information can be changed on that page if needed.)
When finished specifying the student criteria and course defaults, click OK.
Sage HRMS Train displays a verification message box with the number of students to be added to the table of students requiring the course. Click Yes to add the students to the table and update their Required Courses pages.

Tabs on the Assign a Course to Employees page

Employee Criteria tab

This tab lists selection criteria to choose the employees who will have the course added to their required courses.

Items on the tab
Item	Description
Employer	Choose one of the following: Enterprise to include all employees in all the employers you have set up in Sage HRMS. An individual employer to include only the employees with that employer. Multiple to include the employees in more than one employer. Another window opens so you can highlight each employer that you want to include in the Available list, click Select > to move that employer to the Selected list, and then click OK.
<organization levels>	You can limit the selection to employees who only belong to one group at a particular organization. Note: The number of organization levels (1-5) and names of the levels were defined when the Enterprise was set up. The choices in the list for each organization level depend on the Employer selection and how the organizations were set up. If you change your employer selection, Sage HRMS clears any choices you made for the organization levels and you must make the choices again.
Status	Select the Active, LOA (leave of absense), Terminated, and/or Non-Employees check boxes to include students with those statuses in the selection.
Employee	You can also click one of the following icons to limit the students included in the selection: (the Find icon) to find a particular student. (the Multiple Selection icon) to select multiple students. (the Undo icon) to remove the employee selections.
Enter Your Own Criteria	To create you own criteria, select one of the following methods to use: Criteria Table Criteria Builder Visual FoxPro Expression Builder For more information, see Defining custom criteria.

Defaults for Each Course tab

Use this tab to specify course information that will be added to the Required Courses pages for the selected students. (If needed, this default information can be changed for a student on their Required Courses page .)

Items on the tab
Item	Description
Complete By	Enter the date that students must complete the course.
Date Approved	Enter the date that students are approved to take the course.
Job Related	If the course is required for the students' jobs, select Yes. Otherwise, select No.
Priority	Select the priority the course should be given when scheduling students for training.