To Apply A Training Need To A Group Of Existing Staff

  1. HR Query will need to be created to identify the employee to be updated. The only field that will need to be displayed in the grid will be the Employee Number.
  2. Export the grid into Excel via drag and drop, or click Export and follow the process.
  3. Create a Header Line in the Excel file, to contain the required field headings. The possible fields are:
    a) Employee Number = emp_id
    b) Course Title = Train_id
    c) Course Description = description
    d) Date by which need is to be filled = by_date
  4. Fill the columns with the Course CodeDescription and Date Required Information.
  5. Save the spreadsheet as a CSV file.
  6. Access Authorisation Centre.
  7. Set table name to Training Needs and click the Proposed tab.
  8. Click Import.
  9. Click Browse to identify the spreadsheet saved in Point 5.
  10. Click Import.
  11. Click Close.
  12. The data will be displayed in the grid.
  13. Highlight a line and click Edit, and the data that will be imported will be displayed.
  14. Use Delete to remove any unwanted lines.
  15. Click Authorise.
  16. Either click Swap All to set all lines to be processed, or click on the Individual Lines that you wish to process.
  17. The selected lines will display a tick in Transfer.
  18. It is possible to now choose to either Update, to make this entry Live, or Reject, to Remove them from the Authorisation Centre.