Steps to Add an EmployeeNote: The Education screen is only available in the Employee File if the school district has the Human Resources module.
From within the Employee File, click the Education tab.
To add a degree for the employee, complete the Education History Information section by entering the following:
Note: For those school districts with the Negotiations module and utilizing the Negotiation Lanes option in Human Resources, a degree should only be added in the Employee File once the employee has obtained the degree.
Enter the ID of the school from where the degree was obtained by the employee in the School ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Enter the ID of the course type describing the major for the employee's degree in the Major Course Type ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
If applicable, enter the ID of the course type describing the minor for the employee's degree in the Minor Course Type ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Enter the type of degree (such as High School Diploma, Bachelor of Arts, Bachelor of Science, or Master of Education) obtained by the employee in the Degree field, or click the down-arrow button to select the correct one.
If desired, enter the date the employee enrolled in the school in the Enrollment Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
If desired, enter the date the employee graduated from the school in the Graduation Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
If desired, enter the number of credits the employee completed at the school for the degree in the Credits field. The number can be up to 14 digits long (including the decimal point) and will be rounded to 4 decimal places by the system if capable.
If desired, enter the grade point average the employee earned at the school for the degree in the Grade Point Average field. The number can be up to 14 digits long (including the decimal point) and will be rounded to 4 decimal places by the system if capable.
If desired, enter any additional information to track for the employee's degree in the Comments field. The comment can be up to 1,000 characters long.
Click the Save button.
If applicable, complete the Continuing Education Information section for each course the employee has completed or is currently enrolled by entering the following:
Enter the ID of the school where the employee completed the course or is currently enrolled in the course in the School ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Enter the ID of the course the employee completed or is currently enrolled in the Course ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
If desired, enter the date the employee enrolled in the course in the Enrollment Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
If desired, enter the date the employee completed the course in the Completion Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
If desired, enter the number of credits the employee completed for the course in the Credits field. The number can be up to 14 digits long (including the decimal point) and will be rounded to 4 decimal places by the system if capable.
Note: For those school districts with the Negotiations module and utilizing the Negotiation Lanes option in Human Resources, be sure to complete the Credits field in order to include the applicable credit hours associated with the particular course in the total of additional credit hours when placing the employee in the appropriate lane on a particular negotiation package (when calculating the FTE - Hours table).
If a course was taken in order to obtain a degree (which appears in the Education History Information List above), enter the corresponding degree in the Degree field. If desired, click the down-arrow button to select the correct degree, or press the Ctrl+F keys to access the search feature.
Note: For those school districts with the Negotiations module and utilizing the Negotiation Lanes option in Human Resources, only complete the Degree field for a course once the employee has obtained the degree for which the course was being taken. By completing the Degree field, the credit hours associated with the particular course will not be included in the total of additional credit hours when placing the employee in the appropriate lane on a particular negotiation package (when calculating the FTE - Hours table).
For those school districts with the Negotiations module and utilizing the Negotiation Lanes option in Human Resources, select the Count Toward Education Level field in order to include the credit hours associated with the particular course in the total of additional credit hours when placing the employee in the appropriate lane on a particular negotiation package (when calculating the FTE - Hours table). A checkmark will appear in the box if the field is selected. For all other school districts, leave this field unselected.
If desired, enter the grade the employee earned for the course in the Course Grade field.
If desired, enter any additional information to track for the employee's course in the Comments field. The comment can be up to 1,000 characters long.
Click the Save button.
Note: The total of the credits entered for the employee, and the total credits that are defined to count towards the employee's education level and are not tied to a degree, appear in the status bar at the bottom of the Continuing Education Information List.
The Continuing Education Payments section will only appear if a course was entered and saved under the Continuing Education Information section. If desired, complete the Continuing Education Payments section to track the payments made for a specific course for the employee. For each payment, enter the following:
Enter the date the payment was made in the Payment Date field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date.
Enter the amount of the payment for the course in the Payment Amount field.
If desired, enter any additional information to track for the payment of the course in the Comments field. The comment can be up to 1,000 characters long.
Click the Save button.
If applicable, repeat Steps 2-4 until all the educational information has been added for the specified employee.
Continue adding the remaining information for the employee if needed.