Access: Human resources > Training management > Training sessions
1First select a session to access the Session definition screen.
2Click on the Participants tab.
3Under Filters, use the filters to refine your employee search, then click on Refresh.
▪Check the In the employee's training plan with status"To be completed" option to display only the employees that must complete the activity according to their training plan.
4Click on Last name, First name of the participant.
5Under Participant information, check the Instructor option to identify this participant as the instructor of the session.
6Under Session information, enter or modify the Hourly rate.
▪The Hourly rate and the Total are only displayed if you have access to the Display salary (User management > User profile >Access to functions) function.
Things to remember Upon saving, if the hourly rate was modified, the |
7Enter the other field information when needed.
▪The Number of hours and the Tuition fees are found under the Session definition (Human resources > Training > Sessions) function.
▪The Province of employment allows us to identify the employees from the employment province of Quebec on the expenses report.
Things to remember Upon saving, if the province of employment was modified, the |
▪The Certificate allows you to specify the certificate received by the participant.
▪If you have created customized fields linked to the Participants function, they will appear under Participant information, Session information, Expenses and Others 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. |
8Under Expenses, enter an expense if needed. 
Click to display the steps or continue to the next step.
a)Select a Type. b)Indicate a Date and an Amount. c) Select the expense Eligibility for Bill 90 d) Enter comments if needed. |
9Under Attached documents, you have the option to add a document. Click 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. |
For more information on the subject, please refer to Attached documents management.
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 ▪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. |
10Under Notes, enter additional information if needed.
11Click on Save to complete the procedure.
▪A Job category (training) must be defined in the employee’s file (Employee file > Employee > Profile > Employment and compensation) or position (Configuration > Positions > Positions), or a warning message will appear. A Job category (training) is required for the Training expenses report. To learn more about the Job category (training), click on Things to remember.
Tips and tricks ▪Click on the General information tab to view the session information. ▪To enter or modify information for another participant, click on Return to participant list at the top of the screen. |
For more information