Viewing the Education Summary

The Education Summary page displays employee class requirements and history based on active labor distributions assigned to the employee (e.g. organization units, job classes, positions, etc.)

This page displays information regarding upcoming assigned classes and classes previously taken.

Note: The options available are previously set up on the Configuration section>Education Tracking card>Employee Attendance Status screen.

The status of the employee related to the enrollment into this class (e.g. Enrolled, Withdrawn, Walk-In).

The following Enrollment Status options are available:

Enrolled	The employee is currently registered to take this class.
Denied	The employee's request to attend this class was denied by an authorized user. (Not currently used)
Canceled	The employee was enrolled in the class, but the class was then canceled. (Not currently used)
Requested	The employee has requested to attend this class, but the request has not yet been handled.
Withdrawn	The employee was enrolled in this class, but then withdrew his/her enrollment.
Walk-In	The employee attended this class without being enrolled. Note: This status is entered by the system if the employee transaction status is set to Passed/Present, Failed or Incomplete but the employee Enrollment status was never set to Enrolled.

The date the education requirement expires. This date may be based on the expiration cycle set up on the requirement or based on the employee's hire date or position effective date.

If the value displayed in this field is Never, this course/competency may have a frequency value of Once or the employee may be Exempt from this requirement.

The number of continuing education hours earned by completing this course, if applicable.

The date this requirement was last completed. If this field says "never" the employee has never taken this course/competency.

The check mark indicates whether this course/competency or category is considered to be mandatory or required.

Note: When an education requirement's mandatory flag is set to No, that course/competency or 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).

The date the employee is scheduled to take a class to complete this requirement.

If no class is scheduled, the employee can click on the icon to the left of the requirement to open a screen to search for the class.

Indicates whether this is a standard requirement (All) or a pool requirement. Pool requirements show the number of units and type of requirement. For example, "1.000000 Course" indicates this is a pool requirement of 1 of the listed Courses.

An icon indicates the method this record was added (e.g. Manual, Badge Reader, Conversion, etc.) Point to the icon with the mouse to view the tool tip showing the source.

Depending on the screen, the following Input Source Symbols may be displayed:

b	Badge Reader	Indicates the transaction results from swiping a badge at the badge reader.
C	Core Schedule	Indicates an entry on the schedule screen that was automatically generated during a Core scheduling pass.
e	Education Tracking Reader	Indicates the transaction was entered through an Education Tracking reader (for an education transaction class).
d	DeductIT	Indicates this was added via a DeductIT transaction.
H	Home Health Care	Indicates this is a Home Health Care transaction.
i	Data Import	Indicates this transaction is from imported data.
L	Legacy	Indicates this is a transaction from a legacy system.
N	Needs-Based Schedule	Indicates an entry on the schedule screen that was automatically generated during a Needs-based scheduling pass.
P	Education Tracking Download	Indicates this transaction is from a download to the Education Tracking application.
r	Cash Register	Indicates this transaction originated from a cash register (for DeductIT).
S	Manually Added Schedule	Indicates the transaction was manually added or updated on the schedule.
T	Trade	Indicates this is transaction resulting from a schedule trade.
W	Request to Work	Indicates this transaction was entered as a result of a request to work.
~	TimeCall	Indicates the transaction was called in using the TimeCall feature.
@	Quick Badge	Indicates the transaction was entered through the portal through the Quick Badge feature.
#	Staffer	Indicates this data was added via the Staffer interface.
$	Schedule Incentive	Indicates this is a transaction resulting from schedule incentive.
^	Auto-Generated	Indicates the transaction was automatically generated by the system, for example, creating a matching out punch when a new special code is entered
(	Reassign	Indicates a clocking or calendar within the selected pay period that was reassigned to a new Labor Distribution by the system. Note: The reassign process is called directly by the Employee Download or Replication processes when a new Home Labor Distribution is created, or when a new Labor Distribution is created in the Employee Record via the Web Portal. Transactions associated with the old home labor distribution on or after the new home labor distribution are updated to the new home labor distribution information.
[	Manual	Indicates the transaction was manually entered.
]	Conversion, Upgrade	Indicates the input results from data from the conversion process.

	Expired	This icon is displayed to the left of any requirement that has expired or was never taken.
	Class Enrollment	This icon opens the Class Search screen to find applicable classes listed. If no classes exist, the search page remains open without a list.
	CBT	This icon indicates this is a computer based training (CBT) class. Click on the icon to open the link to the class.
	Mandatory	The check mark in the Mandatory column indicates this course or competency is mandatory or required in order for the employee to meet the education requirements for scheduling. Note: The Show Non Mandatory check box in the left pane must be checked to display courses that are not required.
	Exempt	This icon indicates that the employee is exempt from this requirement because the Exempt field was set to Yes for the related employee Curriculum. Note: The Show Exempt check box in the left pane must be checked to display the exempt courses. More About Exempting an Employee from a Curriculum. To exempt an employee from a Curriculum requirement, complete the following steps: Click the expand arrow on the record to open it. In the Exempt field, select the Yes option from the drop down menu. Click on the Save button to save the changes. A check mark now appears in the Exempt column in the grid, and the employee is not required to complete this curriculum. Note: The Expiration Date for the courses in this curriculum display as Never in the employee's Education Summary. For more information, see the documentation on Employee record>Employee section>Education Summary.