Environmental & Risk Management / Environmental Health & Safety / Track

Assign Employees to Training

You can assign an employee to a training program using the Program Code. If you do not know the program code for the class you want, you can use the training Type Code to locate the program you want. The Type Code describes the general type of training (Initial, Refresher, Mandatory, etc.) The Program Code describes a specific course or class.

You can also review the list of employees assigned to a particular training program instance. You might perform this task to monitor class size and make adjustments when a class gets too large.

If the NotifyTraining parameter is set to YES in Application Parameter background data, the employee will be sent an email notifying him of the scheduled training.

To view a list of employees assigned to a training program:

  1. In the Process Navigator, click EH&S/ Track / Assign Employees to training.
  2. In the Filter pane select a Training Type Code and/or Training Program Code for which you want to review the employee assignment.
  3. Click Show.

    Employees assigned to the training program are listed in the middle pane

To assign an employee to a training program:

  1. View a list of employees assigned to a training program.
  2. Click Add New at the top of the middle pane.
  3. In the right pane, use the Employee Name field to select the employee you want to assign to the training program.
  4. In the right pane select a training session date in the Date Training field.
  5. At the top of the right pane click Assign Training to Employee.

    The selected employee is added to the list of Training Assigned Employees in the middle pane. If the training program must be refreshed on a regular basis, multiple entries are made in the list. The dates of these entries reflect the refresh interval required by the training program.