Steps to Add an EmployeeNote: The Trainings screen is only available in the Employee File if the school district has the Human Resources module.
From within the Employee File, click the Trainings tab.
For each training completed by the employee or each training for which the employee is registered to attend, complete the following:
Click the New Record button.
In the Training Event Description field, click the down-arrow button or press the Ctrl+F keys to select the training event for which the employee completed or is registered to attend.
Note: All the training events appear by default when searching (including those that have previously been held or cancelled), but the filters can be changed if needed.
Select the Training Event Attended field to indicate the employee attended the training event. A checkmark will appear in the box if the field is selected. When adding the employee to a training event for registration purposes (has not yet completed the training), leave the Training Event Attended field unselected; once the training event has been completed, the field can be selected for the employee at that time.
For external trainings only, enter the total number of miles to and from the training event for the employee in the Mileage field, if desired
For external trainings only, complete the applicable Expense fields to track the cost to attend the training event for the employee, if desired. The expenses that can be tracked for a training event are: Air Transportation Expense, Ground Transportation Expense, Lodging Expense, Food Expense, Event Fee Expense, and Miscellaneous Expense.
If desired, enter any additional information to track for the employee for this training event in the Comments field. The comment can be up to 1,000 characters long.
Click the Save button.
If applicable, repeat Step 2 until all the applicable trainings have been added for the specified employee.
Continue adding the remaining information for the employee if needed.