Handling Employee Education Transaction Requests in the Employee Record
If an employee enters his/her own information on the Education Transactions screen, the record must be approved by an authorized user.
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When an employee enters a record, the Requested icon
is displayed to the left of the check box indicating that the record is requested and awaiting approval. -
To view the details of the transaction, click on the arrow to the right of the record to open it.
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These transactions must be approved by a supervisor, in one of the following places:
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Through .
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In .
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Check the box to the left of the records to be handled and click on the appropriate action button.
Note
See the Action button options below.
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The status of the request can be viewed on and/or through .
Note
Only Education Transaction requests that have been Approved are included when the system is validating employee education qualifications.
Action Buttons
The following action buttons may be available in the left pane:
Approve Selected
The Approve button is used to allow the employee to take the request.
Note
Depending on the record type, check boxes may not be available when a single record is open.
Cancel Selected
The Cancel or Cancel Selected status is used to withdraw one or more previously submitted requests.
Delete Selected
The Delete button is used to remove one or more records from a screen.
Deny Selected
The Deny button is used to inform employees that their request is not allowed.
Pending Review Selected
The Pending Review status is used to let employees know that their request has been seen, but has not yet been handled.
Set Requested Selected
The Set Requested Selected button is used to change a request that was previously set to Pending Review back to the status of Requested.
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