Education Requests

The Education Requests screen is used to approve education tracking transactions that have been entered by an employee. An authorized user can view the transactions and approve, edit or deny the transactions.

Fields on the search screen

The search screen is the default page when the Education Request screen is opened. This screen is used to filter criteria when searching for specific records to handle.

Employee Code: The identification code of the employee to which the request applies.

Employee First Name: The first name of the employee to which the request applies.

Employee Last Name: The last name of the employee to which the request applies.

Organization Unit: The Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group. The trunk, branch, and leaf organization unit levels are displayed. The labels of the different levels is determined by the corporation.

Range Begin Date: The earliest date of the range to include when entering, approving, or searching for an education transaction request record. The event must fall on or between the Range Begin Date and Range End Date.

Range Begin Time: The earliest time on the Range Begin Date to approve or search for a request record.

Range End Date: The latest date of the range to approve or search for a request record. If the date the course was taken falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.

Range End Time: The latest time on the Range End Date to approve or search for a request record.

Reason: Free-form text field to enter the reason the education transaction request was submitted.

Reviewer Comments: Free-form text field for the reviewer to enter any comments on this transaction, for example why this request was set to Denied or to Pending Review.

Schedule Group: The schedule group that includes the Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.

Status: The approval status of the request.

The icons under the Status column indicate the status of the transaction request. Hover the cursor over the icon in the screen to view the description of the icon:

	Approved	Indicates the supervisor has approved this transaction request.
	Canceled	Indicates this transaction was canceled by either the supervisor or the submitting employee.
	Denied	Indicates this transaction request was denied by the supervisor.
	Requested	Indicates that this transaction request has not been handled.

Handling Education Requests in the Approval Section

Depending on the authorization role of the users, they may be able to approve, deny, cancel or delete an employee's education request, or set it to pending review.

1. After searching for an Education Request, all records that meet the search criteria are displayed:

2. Check the boxes to the left of the folders to select the records to handle, then click a folder to open and view the details of the request.

3. The Range Begin Date, Range Begin Time, Range End Date, and Range End Time default to the values of the entered request.

4. If an employee entered text in the Reason field, it is visible in this screen.

5. In the Reviewer Comments field, type any information regarding the request, for example, why the request is denied or pending review.

6. Click on the appropriate Action button in the left pane. For more information on the action button options, see below.

7. Employees are notified of the change in status of their request via email or message if they are set up for Event Subscriptions. Employees can also monitor the status of requests in the My Education Requests screen on the Home page.

Action Buttons

The following action buttons may be available in the left pane:

Approve: The Approve button is used to allow the employee to take the request.

Cancel: The Cancel or Cancel Selected status is used to withdraw one or more previously submitted requests.

Deny: The Deny button is used to inform employees that their request is not allowed.

Edit options

The following edit options are available:

Add Calendar: The Add Calendar button is used to open a screen to add a new calendar entry to an existing calendar request.

Delete Request: The Delete Request button is used to delete a previously submitted request.

Cancel Request: The Cancel Request button is used to cancel the entire request and all the records included in the request. When a request is canceled, it is set to a status of Canceled but is still displayed in transaction screens.

Remove From Request: The Remove From Request button allows users to remove the selected entries from the request. For example, if an employee has a request with multiple, non-consecutive days, one or more of the days can be removed from the request.