Assignment Defaults Tab

The Assignment Defaults tab opens a screen to set up the information used to determine the expiration rules for this category. The values entered in this screen are defaults for the category and can be modified at the time of assignment.

The defaulted number of days in advance of a requirement expiration period that the employee can start taking courses to complete the requirement.

The defaulted effective date of when this category becomes a requirement for applicable employees.

Determines the default employee expiration cycle for the requirement, whether it is based on a certain date or based on the last time the class was taken.

The following are valid Expiration Type options:

Fixed

The requirement expiration runs on a fixed cycle - Every year, every 6 month etc. The date of the employee class transactions does not affect the expiration date of the requirement.

If the Fixed Date is filled in, the course/competency expires for everyone on the same date.
If the Fixed Date is not filled in, the cycle expiration date depends on employee-specific dates, such as hire date or position effective date, depending on the setting of the Use Hire Date field on the related curriculum.
Indicates whether the requirement Fixed expiration date of the assigned courses will default to the month/day of the employees' hire date rather than to their position effective date (yes/no).
- When this value is set to Yes, the course expiration month/day defaults to the employees' hire date. This ensures the requirement will expire on the employees' anniversary date.
- When this value is set to No, the course expiration month/day defaults to the latest date among the employee hire date, labor distribution begin date, and curriculum content effective date.

Rolling First

The expiration date is based on the date the employee last completed the class. If there are multiple requirements assigned to a category, the expiration date for the entire category is based on the expiration date of the requirement that expires first.

Rolling Last

Note: If any course, competency or category assigned to a curriculum requirement expires for an employee, the entire curriculum becomes invalid, and the employee does not meet his or her education requirements.

The defaulted expiration date of when the category requirement ends, if applicable. If there is no set date to expire this category requirement, leave this field blank.

The defaulted time span by which the category expiration dates for employees should be monitored (Day(s), Week(s), Month(s), Year(s), or Once).

The defaulted expiration date of when the category requirement ends, if applicable. If there is no set date to expire this category requirement, leave this field blank.

Determines the default frequency value for expiration of employee education requirements. The Default Frequency Value number, when combined with the Frequency, determines the amount of time before a requirement must be renewed.

The defaulted number of days after expiration of this requirement that the employee is still able to be scheduled. If the requirement has a frequency of Once, this grace period is added to the beginning of the requirement cycle, so employees have X number of days to complete this requirement.

Note: If the frequency of the requirement is anything other than “Once”, this grace period days are never automatically added to the expiration date as it is displayed in the portal. The expiration dates listed are always the true expiration. The Grace Period is taken into consideration when trying to schedule the employee to work after the employee’s eligibility has expired.

If the requirement is a “Once” frequency, there is no end to the person’s eligibility once it has been fulfilled. Therefore, the grace period is applied to the beginning of the cycle. The Eligibility Expiration date displayed for an unfulfilled Once frequency requirement will be the effective date of the requirement plus the number of grace days.

The default setting indicating if it is mandatory that the category needs to be completed for the employee to be eligible to be scheduled to work (Yes/No).

Note: When an education requirement's mandatory flag is set to No, that category is still required for the education record, but it is not required for the employee to be scheduled (even when the Education Requirements Qualification rule is applied in the Selection Style for scheduling).

Indicates whether this category requirement expiration is extended to the last day of the expiration month (Yes/No).

Note: This functionality is only available when the Rolling First or Rolling Last option is selected in the Expiration Category field.