Managing education and professional information

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Managing education and professional information

Access: Employee file > Profile > Education

The Education function is exclusively for clients using the Human resources solution. This function allows you to create a list of academic or professional diplomas obtained by an employee.

hmtoggle_plus1Adding academic or professional information

1Select the employee.

2Click on Create an education.

3On the Education definition screen, fill out the fields and check the boxes as needed.

▪If you wish to add an item to the scroll down menu, select ‘’Add item“ and complete the fields.

▪If you created associated users fields in the Education function, they will appear under Other fields.

Things to remember

You can create customized fields in different formats (alphanumeric, numeric, checkboxes, date, and table of values) on the Customized field definition screen (Configuration > Business > Configuration > Customized fields). For more information on this subject, please refer to the procedures in the Creation of customized field section.

4Under Attached documents, you may add a document. Click hmtoggle_plus1 here for the procedure, or continue to the next step.

a)Click on Add.

b)In the File to add window, click on Search, select your file, enter the description and click on OK.

c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights.

 

Things to remember

▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space.

▪To view an attached document, click on the description’s hyperlink.

▪To modify the category, select the new category from the drop-down menu under Category.

▪Delete a document by clicking on the x bleu icon.

▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents.

5Under Notes, enter additional information as needed.  

6Click on Save.
hmtoggle_plus1Viewing or modifying academic or professional information

1Select the employee.

2Click on the title’s hyperlink under Discipline / Title to display the Education definition screen.

3To modify, enter required information. For more information on how to fill in these fields, refer to the Adding academic or professional information procedure.

4Click on Save.
hmtoggle_plus1Deleting academic or professional information

1Select the employee.

2Click on the title’s hyperlink under Discipline / Title to display the Education definition screen.

3Click on Delete.

4Confirm by clicking on OK.