How To - Configure Courses/Certifications

Purpose Statement 

This document outlines the steps for configuring courses/certifications

Configuring Courses/Certifications

1. From the Admin tab, go to Company Settings>HR Setup>Courses/Certifications
2. Click on Add New to create a new Course/Certification
3. Once inside the course/certification set-up screen, enter the required information to be tracked.

• Code: A code is required for the course or certification
• Training/Certification: The name of the course or certification as you want it to display on the employee’s record
• Description: A short description of the course or certification
• Instructor: The instructor name of course/certification which can be used in education reports
• Default Company $: The dollar amount the employer will pay for this course/certification
• Default Employee $: The dollar amount the employee will pay for this course/certification
• CEU’s: Lists the Continuing Education Credits for this course or certification
• Deduction: Allows you to attach the deduction code used for payment of this course. This is informational only and will not feed to payroll
• Vendor: Allows you to attach the vendor which provided this course/certification
• Renewal Term (Every): How long the course or certification lasts in days, months, or years.

1. Once completed, click Save in the top, right corner.
2. After you save the course/credential, you can then add notes from the Notes window. Click on New Note to add any optional notes.
3. You can also assign the course/certification to the employee’s record by clicking on the Assign Course to Employee button in the top, right corner.