Employee Training / Certifications - Field Descriptions
Use the table below for reference when completing the fields on this screen.
|
Field/Button |
Description |
|---|---|
|
Employee Training |
Enter an employee code and/or training code, depending on how this screen was accessed. |
|
Options |
|
|
Level |
Enter the training level this employee must complete, or press Enter to accept the current level. If levels are validated for the current training code, press F4 to access the Training Levels window to edit, add, or delete training levels from the selected employee. |
|
Date |
Enter the start and end dates for this training, or press Enter to accept the current start and end dates. |
|
Required date |
Enter the date this employee must complete this training, or press Enter to accept the current required completion date. |
|
Expiration date |
Enter the expiration date for this training, or press Enter to accept the current end date. |
|
Properties |
|
|
Reimburse/deduct training amount on employee's next paycheck? |
Select this checkbox if the employee will be reimbursed for the training cost. During the next Payroll check cycle, the reimbursement amount owed to the employee will print. Once the check has printed, the Posted to Payroll checkbox will be selected. Note: If you select to reimburse an applicant
for training, the transfer to Payroll and subsequent reimbursement will not
occur until the applicant becomes an employee; the reimbursement amount will
then appear on the new employee's first paycheck.
|
|
Deduction/add-on code |
Enter the deduction or add-on code, or press Enter to accept the current deduction / add-on code.Up to 10 characters are allowed. During Payroll check calculation, if the employee has a regular payroll check, the deduction/add-on code and amount (entered below) will be automatically added to the time card file as well as the employee's check. When the pay cycle is updated in Payroll, the status of the reimbursement will change to Transferred. This checkbox is available only if the Reimburse/deduct training amount in employee's next paycheck checkbox is selected. Note: If you select to reimburse an applicant
for training, the transfer to Payroll and subsequent reimbursement will not
occur until the applicant becomes an employee; the reimbursement amount will
then appear on the new employee's first paycheck.
|
|
Department |
Enter the G/L department code to which the reimbursable expenses should be recorded. The department code selected must be a direct cost department in order for you to proceed. Note: If you select to reimburse an applicant
for training, the transfer to Payroll and subsequent reimbursement will not
occur until the applicant becomes an employee; the reimbursement amount will
then appear on the new employee's first paycheck.
|
|
Amount |
Enter the cost of this training, or press Enter to accept the current cost. This field is available only if the Reimburse/deduct training amount in employee's next paycheck checkbox is selected. During Payroll Check Calculation, if the employee has a regular payroll check, the deduction/add-on code (entered above) and amount will be automatically added to the time card file and the employee's check. When the pay cycle is updated in Payroll, the status of the reimbursement, which appears adjacent to this field, will change to Transferred to payroll. Note: If you select to reimburse an applicant
for training, the transfer to Payroll and subsequent reimbursement will not
occur until the applicant becomes an employee; the reimbursement amount will
then appear on the new employee's first paycheck.
|
|
Notes |
Enter comments for the selected employee's training, if desired, or press Enter to accept the current notes. |
