Reviewing and Defining External Learner Data
To define profiles for external learners, use the External Learners (LM_PERSON_EXT) component.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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LM_PERSON |
Define primary information about the learner, such as language code, preferred communication method, and learning environment ID. |
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LM_PERSON_ADDR |
Define external learner address information. |
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Edit Address Page |
EO_ADDR_USA_SEC |
Edit the external learner's address information. |
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LM_LRNR_ATTRIBS |
Define learning preferences for external learners, such as preferred language and content delivery method. |
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LM_LRN_CONTRACT |
Define external learner contract information. |
Before you define profiles for external learners:
Define user IDs for external learners.
Define learning environments.
Define customer organizations.
(Optional) Define purchase orders and training units.
(Optional) Define learner attributes.
(FRA) Define contract types.
Use the Profile Info (profile information) page (LM_PERSON) to define primary information about the learner, such as language code, preferred communication method, and learning environment ID.
Navigation:
This example illustrates the fields and controls on the Profile Info: Primary Learner Information page.
Primary Learner Information: Profile Information
Field or Control |
Description |
|---|---|
User ID |
Enter a user ID number for the learner. Create user ID numbers through PeopleSoft Security. |
Learning Environment |
Assign the external learner to a learning environment. The system populates this field by default to the administrator's learning environment. You can change this value. |
Preferred Communication |
Select the method of communication that the learner prefers. |
Primary Learner Information: Personal Data
Field or Control |
Description |
|---|---|
Effective Date |
Enter the effective date for the external learner's gender and language code data. |
Language Code |
Select the external learner's primary language. PeopleSoft delivers language code values, and you can modify these values. |
Primary Learner Information: Job Information
Field or Control |
Description |
|---|---|
Effective Date |
Enter the effective date for the job. |
Learner Status |
Enter the learner's status for the job. A learner can have more than one active job on a record. |
Organization |
Enter the organization with which this learner is associated. Organization values are defined in the Customer component. See Defining Customers. Note: When a learner self-enrolls in a class that has charges, and uses the chargeback method, the system looks for the business unit that you associated with the selected customer organization on the Payment Information page, to locate the corresponding mapped general ledger business unit. The system populates the self-service ChartField value fields, which define the department and account information to which you want to charge the class cost, by default to the values that are defined for the mapped general ledger business unit. If you define the ChartFields to appear during enrollment by selecting the Display chartfields to Self-Service Users on the Payment Information page, the default values appear to the learner or administrator and are available for edit. |
Job Title |
Enter the external learner's job title. |
Currency Code |
Enter the currency code that is associated with this job, for this learner. This field is for informational purposes only. |
Learner Type |
Select the learner type for the external learner. Values are: Job Seeker, Other, Paid by Individual, Salary Paid by Employer, and Salary for Prof Contract (salary for professional contract). |
Primary Learner Information: Payment Method
Field or Control |
Description |
|---|---|
Training Unit Pool |
Select one or more training unit pools that the learner can use to pay for classes and programs that carry a charge. You can select any training unit pools that are set up for the learner's organization. |
PO Number |
Select one or more purchase orders that the learner can use to pay for classes and programs that carry a charge. You can select any purchase orders that are set up for the learner's organization. |
Primary Learner Information: Primary Communication
The system displays the external learner's primary communication information, as defined on the Address History page.
Learner Name
Access the Profile Info page. Click the Learner Name link.
This example illustrates the fields and controls on the Profile Info: Learner Name page.
Field or Control |
Description |
|---|---|
Type of Name |
Select the name type. The delivered name type values are: Preferred and Primary. You can define additional name types on the Name Types page. See Name Types Page. |
Effective Date |
Enter the effective date for each name that is within a name type. |
Format for Country |
Enter the country format. This field has no code connected with it. |
Learner Name: Person Name
The fields in the Person Name group box display the learner's name information. Click the Refresh the Name Field button to update the display of the external learner's name.
Use the External Learners - Address History page (LM_PERSON_ADDR) to define external learner address information.
Navigation:
This example illustrates the fields and controls on the External Learners - Address History page.
Field or Control |
Description |
|---|---|
Address Type |
Select an address type. Address type values are defined on the Contact Method Type page. |
Primary |
Select to identify an address as primary. Every external learner must a primary address. |
Effective Date and Status |
Enter the effective date and status for the address type. |
Country |
Enter the country for the address. You must enter a country value before you can edit the address. |
Address and Edit Address |
Enter a country value if one is not specified, and click the Edit Address link to add or update the address information on the Edit Address page. |
Phone
Field or Control |
Description |
|---|---|
Phone Type |
Select a phone type. Phone type values are defined on the Contact Method Type page. |
Country Code |
Enter the country for the phone type. |
Phone |
Enter the phone number. |
Ext (extension) |
Enter the phone number extension, if any. |
Primary |
Select to identify a phone number as primary. If you have one or more phone numbers for an external learner, you must mark one as primary. |
Field or Control |
Description |
|---|---|
Email Type |
Select an email type. Email type values are defined on the Contact Method Type page. |
Email Address |
Enter the email address. |
Primary |
Select to identify an email address as primary. If you have one or more email addresses for an external learner, you must mark one as primary. |
Use the External Learners -Learner Attributes page (LM_LRNR_ATTRIBS) to define learning preferences for external learners, such as preferred language and content delivery method.
Navigation:
This page is the same page that you use to define learning preferences for internal learners.
Use the External Learners - Contracts page (LM_LRN_CONTRACT) to define external learner contract information.
Navigation:
This page is the same as the one you use to define contract information for internal learners with one exception. You can edit the fields on this page regardless of whether the Contract Integration with HCM check box is selected for the learner's learning environment.