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Employee Record Training Course

Make sure you have completed following session(s)

l   Add New Employee

l   Employee Record – Course Setting

 

Introduction

 

This page is mainly designed for storing employee’s training records including both “Internal training” and “External training”. 

 

“Internal training” means the training courses are provided by the company internally. Company may arrange some training courses for their staffs. What internal courses the employee has joined can be recorded in the system for viewing and reporting.

 

“External training” means the training courses are provided by the 3rd party training centre or institutes. What external courses the employee has joined can be recorded in the system for viewing and reporting.

 

Please see the guideline below :

 

 

Internal Training

1.          Click the “Internal Training” tab, and all entered internal training records will be shown.

 

 

Data field explanation

Field

Description

Example

Course Title

The name of the course setup in Training Course module.

“Communication skills”

Lesson Details

The details of the lesson of the selected training course.

“2021/3/15 – Room A”

Sponsor Type

Type of sponsor. For record only.

 

All entered types will be shown in the drop down box for selection. Admin user can maintain the selection list in Item Setup.

“FREE”, “100%”, “NA”

Training Result

Training result. For record only.

 

All entered training result will be shown in the drop down box for selection. Admin user can maintain the selection list in Item Setup.

“Pass”, “Fail”, “Absence”

Remarks

Multiline text remark if any

“Highly participation”

 

To add new record

1.      Click the [New] button on the toolbar under the list.

 

2.      Fill in the insurance info in each field

 

3.      When finished, click [Update] button under the list to save changes.

 

To edit the existing records

1.      Select and click on the record in the list to be edit

 

2.      Fill in the training info in each field

 

3.      When finished, click [Update] button under the list to save changes.

 

To delete an existing record

1.      Select and click on the record in the list to be deleted

 

2.      Click the [Delete] button on the toolbar under the list.

 

 

External Training

1.          Click the “External Training” tab, and all entered external training records will be shown.

 

 

Data field explanation

Field

Description

Example

Course Title

The name of the course

 

All entered course names will be shown in the drop down box for selection. Admin user can maintain the selection list in Item Setup.

“Azure Fundamentals”

College / Institution

The name of the college or institute.

 

All entered institute names will be shown in the drop down box for selection. Admin user can maintain the selection list in Item Setup.

“HKU SPACE”, “Unisoft”

Training Period

The date period of the training course

 

Lesson Details

The details of such training course.

“(逢星期一 2:00pm - 5:00pm)”

Course Hours

Total hours of the course

“40”

Course Fee

Total course fee.

“4950”

Sponsor Type

Type of sponsor. For record only.

 

All entered types will be shown in the drop down box for selection. Admin user can maintain the selection list in Item Setup.

“50%”, “100%”, “NA”, “HKD500”

Sponsor Fee

Total sponsor amount

“500”

Undertaking Period

The date period of undertaking

 

Training Result

Training result. For record only.

 

All entered training result will be shown in the drop down box for selection. Admin user can maintain the selection list in Item Setup.

“Pass”, “Fail”, “Absence”

Remarks

Multiline text remark if any

 

Attachment

The path of the attachment file.

“P:\Doc\Certificate\A0001_Azure.jpg”

 

To add new record

1.      Click the [New] button on the toolbar under the list.

 

2.      Fill in the insurance info in each field

 

3.      When finished, click [Update] button under the list to save changes.

 

To edit the existing records

1.      Select and click on the record in the list to be edit

 

2.      Fill in the training info in each field

 

3.      When finished, click [Update] button under the list to save changes.

 

To delete an existing record

1.      Select and click on the record in the list to be deleted

 

2.      Click the [Delete] button on the toolbar under the list.

 

 

 

See also

View Edit Employee

Item Setup

Import Employee External Training Records to the system