Steps for Enrolling in a Class from the Education Summary

Complete the following steps when enrolling an employee in a class through the Education Summary page:

1. Click on the icon to the left of the desired course.

2. The Class Search screen displays.

3. If there are future classes related to this selected course, they display in a list below the search criteria.

   • The Course Code defaults to the course highlighted in the Education Summary Screen.

   • The Start Range Begin Date/Start Range End Date fields determine the range of dates of the scheduled classes to list. The Start Range Begin Date defaults to the current date and the Start Range End Date defaults to open (unlimited future date). Either of these fields can be adjusted.

   • For additional search criteria options, click on the Advanced button.

   • When the selected fields are completed, click on Search.

4. Select a specific class.

   The Class record is opened.

5. Employee self-enrolling: Click Enroll or Request Enrollment.

   Manager enrolling an employee: Click Attendees. On the next screen, click Add. Search for and select the employee.

   • The system verifies that the employee has met all the prerequisites for the related course. If not, the employee may not be able to register for the class, depending on the authorization roles of the employee.

6. If there are any scheduling conflicts for the employee, such as a work schedule or vacation day, either a warning or informational message displays above the class information.

7. The employee is added to the roster for the class. Or if Request Enrollment was clicked, the employee's request goes to the manager's queue for approval.

   Note  

   For more information on the fields available when searching of a class, see the documentation on Configuration > Education > Class.