Defining Training Courses and Programs

This chapter provides an overview of training administration and discusses how to set up:

Vendors and vendor contacts.
Training equipment, materials, and facilities.
Course instructors.
Course categories.
Courses.
Training catalogs and programs.

Understanding Training Administration

This section lists prerequisites and discusses:

Training courses and related information.
Training programs.

Training Courses and Related Information

Courses are the foundation of in-house course session administration. Before you set up course sessions, you set up courses. You use course codes to track external courses that employees attend frequently, such as classes offered at local colleges or trade associations.

Once you set up course information, you specify a course structure. You can group courses into categories and subcategories and place them in a training catalog. This enables an additional degree of accuracy when you administer and plan training for your workforce.

Before you set up training courses or work on training budgets, you define several areas that are related to training administration. These include:

Course components (vendors, locations, training facilities, and instructors).
Course objectives and requirements.
Codes for tracking the education and skills that employees had before joining your organization.

You also update the qualifications and skills of employees as they enroll in and take the courses that you administer as part of the Administer Training business process.

Training Programs

To set up training programs and track employee skills and accomplishments, you:

Create courses in the Course table, where you define course information and how courses are categorized in the company training catalog.
Identify course prerequisites, target competencies (if you’re using the Manage Competencies business process), and certifications.
Specify the standard equipment and materials that are required to administer courses.

Prerequisites

This section discusses how to define competencies and accomplishments.

Tables

Before you start working with the tables described in this section, make sure that global and local country control tables have been set up in PeopleSoft Human Resources.

Competencies and Accomplishments

When you set up training courses, you define competencies and accomplishments that are required to teach a course or that are assigned to students after successful completion of the course.

To do this, you need to set up some or all of the following tables:

Competency table

Organize and group competencies.
License/Certification table

Define licenses or certificates that are required to teach the course or achieved by completing the course.
Language table

Set up language codes to track employee and nonemployee language skills.
Major table

Identify areas of study.
Test Table

Track standard tests (such as typing or aptitude tests) that you administer to job applicants or employees. You can include a test code as an instructor requirement.
Membership Table

Add membership codes if instructors need to belong to professional organizations or other associations to teach specific courses.
Degree Table

Identify types of degrees and years of study associated with degrees.

Note. (USF) Federal users must set up this table.
School Table

Create codes to track courses at schools and colleges.

You access these tables using the Set Up HRMS, Common Definitions, Accomplishments navigation.

See Also

Setting Language Preferences

Setting Up Competencies and Accomplishments

Setting Up Vendors and Vendor Contacts

To set up vendors and vendor contacts, use the Vendor Profile and Address (TRN_VENDOR_TABLE1) and the Vendor Contact Phone and Vendor Contact Address (TRN_VNDR_CNTCT_TB1) components. You’ll probably outsource some of the services that you use to run training course sessions. For example, you might use caterers to provide meals for attendees.

In the Vendor Table component, you enter information about the vendors that you use frequently. Then you associate external instructors with those vendors.

If you’re administering training programs for French employees and you need to generate the French Training Report 2483, you can also use the Vendor table to track Finance Fund providers.

This section discusses how to:

Enter basic vendor information.
Enter vendor addresses.
Enter vendor contact details.
Enter vendor contact addresses.

Pages Used to Set Up Vendors and Vendor Contacts

Page Name	Object Name	Navigation	Usage
Vendor Profile	TRN_VENDR1_TBL_GBL	Enterprise Learning, Define Training Resources, Vendors, Vendor Profile	Enter basic information about a vendor.
Address	TRN_VENDR2_TBL_GBL	Enterprise Learning, Define Training Resources, Vendors, Address	Enter the vendor’s address and the default cost charged by the vendor.
Vendor Contact Phone	TRN_VNDR_CNTCT_TB1	Enterprise Learning, Define Training Resources, Vendor Contacts, Vendor Contact Phone	Enter the details of a vendor contact.
Vendor Contact Address	TRN_VNDR_CNTCT_TB2	Enterprise Learning, Define Training Resources, Vendor Contacts, Vendor Contact Address	Enter the address of a vendor contact.

Entering Basic Vendor Information

Access the Vendor Profile page.

Vendor Type

Select a vendor type.

When the vendor type is Consulting Firm, the French section on this page is deactivated except the Provider referenced by field because this vendor can be chosen to do a competency check.

When the vendor type is Training Provider, the French section is activated to enter information related to the agreement and all fields related to Financing Fund are deactivated.

When the vendor type is any other option other than Training Provider, then the French section is deactivated.

Note. When you select this option to be Financing Fund, the entire French section is deactivated except for Financing Type which specifies the type of organization.

Accounts Payable Vendor ID

Enter an Accounts Payable vendor ID; this field is optional.

(FRA) France

Financing Type

If the vendor type is Financing Fund, select the financing type that your company has a business relationship. Values are OPCA - Fund Collecting Organization and OPACIF - Fund Collecting Organization CIF.

Your training company makes contributions to different training financing organizations (OPCA). The Financing Type field specifies if the financing organization is related to CIF or not.

Provider Referenced By

Select this option to list only Financing Fund vendors. A training provider can be referenced by a financing organization to do a competency check. This field is only accessible when the Vendor Type is Consulting Firm.

Link to Centre Inffo (OPCA)

Click this link to access the website that lists the names and addresses of fund collecting organizations (Organismes paritaires collecteurs agréés (OPCA) or you can access the system data through the vendor table, PS_TRN_VENDOR_TBL.

(FRA) Certification

Enter the provider’s certification details in this group box if the vendor type is Training Provider.

Certified, Number, and Date	Select if the government certifies the provider, and then enter the certification number and date.
Specialty	Select the provider’s area of expertise.

(FRA) Agreement

For each training provider, record all agreements that have been reached between your organization and the provider. This is required for the French legal reporting requirements. Add a row for each agreement.

Agrmt Date (agreement date)	Enter the date of the agreement between your organization and the training provider.
Agreement Type	Select the type of agreement: Simple, Annual, or Multi-ann (multiannual).
Co (company)	Select the provider name from the vendors that you defined in the Vendor table.
Agrmt Nbr (agreement number)	Enter the number of the agreement between your organization and the training provider.

(USA) USA

Minority Owned

Select if a member of an ethnic minority owns the vendor’s business.

Entering Vendor Addresses

Access the Address page.

Training Cost Estimation

Per Unit Cost	Enter the vendor cost and update the currency in the currency field if necessary. The system uses this value as a default cost when you define vendor costs as part of setting up the course costs.
Cost Unit	Select the unit for the vendor cost.

See Also

Understanding Training Cost Tracking

Understanding Country Codes

Entering Vendor Contact Details

Access the Vendor Contact Phone page.

Vendor Contact

Contact # (contact number)

The system assigns a sequential number to each contact that you add. You can renumber contacts.

Contact Phone Numbers

Add a row for each number, such as a business telephone number, fax number, or cellular phone number.

Phone Type	Select the type of number.
Phone	Enter the phone number.

Entering Vendor Contact Addresses

Access the Vendor Contact Address page.

Same Address as Vendor

Select if the contact’s address is the same as the vendor address that you entered on the Vendor Table - Address page. The system displays the vendor address and makes the address fields unavailable.

When you change the vendor address on the Vendor Table - Address page, the system updates the business address on this page for each contact for which this check box is selected.

Setting Up Training Equipment, Materials, and Facilities

To set up training, equipment, materials, and facilities, use the Equipment and Materials Table (TRN_EQUIP_TABLE) and the Training Faciltities (TRN_FACILITY_TBL) components. This section discusses how to:

Identify course equipment and materials.
Enter training facility addresses.
Enter contact and equipment information.
Track training room information.
Enter training facility directions.

Pages Used to Set Up Training Equipment, Materials, and Facilities

Page Name	Object Name	Navigation	Usage
Equipment and Materials Table	TRN_EQUIP_TABLE	Enterprise Learning, Define Training Resources, Equipment and Materials, Equipment and Materials table	Identify equipment and materials used for in-house training courses. To ensure that equipment is available where the courses take place, you associate equipment and materials with specific training facilities.
Training Facilities - Address	TRN_FACILITY_TBL1	Enterprise Learning, Define Training Resources, Training Facilities, Address	Record the address of each training facility that your organization uses.
Training Facilities - Contacts and Equipment	TRN_FACILITY_TBL2	Enterprise Learning, Define Training Resources, Training Facilities, Contacts and Equipment	Enter the contact name and telephone number for the training facility and list the available equipment.
Training Facilities - Training Rooms	TRN_FACILITY_TBL4	Enterprise Learning, Define Training Resources, Training Facilities, Training Rooms	Track information about each training room at a facility: location, capacity, cost, and the fixed equipment that is available in the room.
Training Facilities - Directions	TRN_FACILITY_TBL3	Enterprise Learning, Define Training Resources, Training Facilities, Directions	Enter directions to a training facility.

Identifying Course Equipment and Materials

Access the Equipment and Materials Table page.

Equipment Type

Select from the available options.

Publications

Author, Year Published, and ISBN

Enter bibliographic information in these fields.

Entering Training Facility Addresses

Access the Training Facilities - Address page.

Training facilities can be on company premises or offsite at an external vendor’s facility.

Business Unit	Select the business unit that is linked to the training facility.
Location Code	If the training facility on company premises, select a location code. You can select only location codes that are assigned to the business unit that you selected. If you change the business unit after entering a location code, and the location code isn’t tied to this business unit, the system displays a warning message and clears this field. If the training facility is offsite, leave this field blank.
Facility Name	If you didn’t enter a location code, enter the facility’s name and address. If you entered a location code, the system completes this field and makes it unavailable.
Mail Drop ID	Enter a mail drop identifier, if there is a designated collection point for mail that is addressed to the training facility. Note. The mail drop isn’t part of the normal address and isn’t included in the standard training letters that are supplied by PeopleSoft.
Country	If you entered a location code, the system completes this field. If you didn’t enter a location code, select a country. When you move out of the field, the system generates the address format for that country, as specified on the Country Table - Address Format page.

Entering Contact and Equipment Information

Access the Training Facilities - Contacts and Equipment page.

Note. You need to fill out this page if you use training budgets.

Contact Name	Enter a contact name for the training facility. This field is required in order to generate the Equipment Checklist report (TRN034).
Vendor ID	If the contact works for a vendor, select the vendor ID.

Contact Phone Numbers

Phone Type and Phone

Select a phone type and enter the number. These fields are required in order to generate the Equipment Checklist report (TRN034).

Equipment/Materials Available

List all equipment that is shared between training rooms. Don’t include fixed equipment that is tied to a particular room.

Equipment/Materials Code	When you move out of this field, the system displays the equipment name.
Qty (quantity)	Enter the quantity of each piece of equipment that is available at the training facility.
Per Unit Cost	Enter a per unit cost for each item. This field is optional, but it’s helpful as a reference, especially for comparing facility site costs. In the field next to per unit cost, select the currency code for the item. The default currency code is from the value that is specified in the EXCHNG_TO_CURRENCY field in the BUS_UNIT_OPR_HR record. You can override this value.
Cost Unit	Select a cost unit that is associated with the item.

Tracking Training Room Information

Access the Training Facilities - Training Rooms page.

Note. You only need to fill out this page if you use training budgets.

Training Rooms

Room Code	Each room in a training facility must have a unique room code.
Building #, (building number) and Floor # (floor number)	Enter the room name, the name or number of the building in which the room is located, and the floor number.
Per Unit Cost	Enter a per unit cost for the room.
Cost Unit	Select the cost unit that is associated with the per unit cost.
Maximum Nbr of Students (maximum number of students)	Enter the maximum number of students that can be accommodated in the room. When you set up a course session, the system checks this field to determine whether the room is large enough for the selected course.
Room Active	Clear this check box if the training room isn’t available for training. You can schedule sessions in a room only if Room Active is selected.

Fixed Equipment/Materials

Equip Code (equipment code) and Quantity

Select a code for each item in the training room and the number of each item. Include only fixed equipment that is tied to the room.

When you move out of this field, the system displays the item's name.

Entering Training Facility Directions

Access the Training Facility - Directions page.

You can use the directions that you enter here in the confirmation form letters that you send to students.

See Also

Administering Training Letters

Setting Up Course Instructors

To set up course instructors, use the Instructors (TRN_INSTRUCTR_TBL1) component. To help you set up course sessions and choose the most qualified instructors, use the Instructor Table component to:

Enter information about internal and external instructors.
Track instructor costs and areas of expertise.
Compare instructor requirements for a course against an instructor’s competency profile.

This section discusses how to:

Add instructors.
Define courses that an instructor is qualified to teach.
View instructor competencies.
View instructor accomplishments.

Pages Used to Set Up Course Instructors

Page Name	Object Name	Navigation	Usage
Instructors - Instructor Profile	TRN_INSTRUCTR_TBL1	Enterprise Learning, Define Training Resources, Instructors	Add an instructor to the Instructor table.
Instructors - Qualification	TRN_INSTRUCTR_TBL2	Enterprise Learning, Define Training Resources, Instructors, Qualification	Define the courses that an instructor is qualified to teach.
Matching Competencies	TRN_MTCH_CMPS_SEC	Click the Matching Competencies link on the Qualification page.	View the instructor’s competencies, along with the course requirements. This page helps you determine the instructor’s suitability to teach the course.
Matching Accomplishments	TRN_MTCH_ACPS_SEC	Click the Matching Accomplishments link on the Qualification page.	View the instructor’s accomplishments, along with the course requirements. This page helps you determine the instructor’s suitability to teach the course.

Adding Instructors

Access the Instructors - Instructor Profile page.

You can add only existing employees and nonemployees to the Instructor table.

To add a new external instructor, first add the instructor as a nonemployee by using the Add Non-Employee component on the Administer Workforce menu.

Note. You only need to fill out this page if you use training budgets.

Effective Date	Enter an effective date.
Internal/External	The system populates this field as follows: Internal: Instructor is an employee. External: Instructor is a nonemployee.
Vendor ID	Select a vendor ID if the instructor works for a vendor that you added to the Vendor table. If the instructor is internal, this field is unavailable.
School Code and School Name	If the instructor works at a school that you added to the School table, select a school code. When you move out of the field, the system enters the name in the School Name field. To enter a school that isn’t in the School table, leave the School Code field blank and enter a name in the School Name field. If the instructor is internal, these fields are unavailable.
Per Unit Cost	Enter the per unit cost for this instructor. This value is used as the default instructor cost in the course cost setup. If the instructor is internal, the cost for the instructor appears as the default from the Trainees Salary Costs page. See Identifying the Cost for Training an Employee.
Cost Unit	Select a cost unit for the instructor’s time.
Area of Expertise	Enter a brief description of the instructor’s area of expertise.
Comments	Enter any further comments about the instructor’s area of expertise. You don’t need to specify the courses that the instructor teaches: these are added to the Instructor Table - Qualification page.

(MEX) Mexico

Instructor RFC

Enter the RFC for the instructor.

(FRA) France

Full-Time Instructor

Select if the instructor works full-time.

Defining Courses That an Instructor Is Qualified to Teach

Access the Instructors - Qualification page.

Courses Qualified to Teach

Course Code

When you move out of this field, the system displays the course title and compares the course requirements with the instructor’s competencies and accomplishments. The results of this comparison appear in the Competencies Match Analysis and Accomplishments Match Analysis group boxes.

If the instructor is qualified to teach the course, add the course to the instructor’s profile.

Competencies Match Analysis

If you haven’t set up course competency requirements, the system displays 0 out of 0

Matching Competencies

Click to access the Matching Competencies page and view required competencies alongside the instructor’s competencies.

Accomplishments Match Analysis

If you haven’t set up course accomplishments, the system displays 0 out of 0.

Matching Accomplishments

Click to access the Matching Accomplishments page and view required accomplishments alongside the instructor’s accomplishments.

Viewing Instructor Competencies

Access the Matching Competencies page.

Instructor Competencies

This group box lists the competencies that are assigned to the instructor on the Competencies - Competency Assignment page.

Competencies Match Analysis

This group box lists the competencies that are required to teach the course. Set up these course requirements on the Course Table - Required Instr Comps/Accomps (course table required instructor competencies and accomplishments) page. If the competency is included in the instructor’s profile, the check box is selected.

See Also

Assigning Competencies to Employees

Viewing Instructor Accomplishments

Access the Matching Accomplishments page.

Instructor Accomplishments

This group box lists the instructor’s accomplishments. These are set up in the Competencies tables through the Manage Competencies Setup menu.

Accomplishments Match Analysis

This group box lists the accomplishments that are required to teach the course. You set up these course requirements on the Course Table - Required Instr Comps/Accomps (course table required instructor competencies and accomplishments) page. If the accomplishment is included in the instructor’s profile, the check box is selected.

See Also

Administering Course Sessions

Overview of Categories and Subcategories

You can classify each course by category and further by subcategory. This organizational structure can help employees find courses and determine training plans.

The following example shows how PeopleTools courses 1 and 2 have been classified as technical courses in the PeopleSoft Human Resources category. Likewise, the Supervisory Skills and Performance Reviews courses are classified as administrative courses in the same category. All courses have been added to the catalog.

Category	Subcategory	Course Name	Catalog Status
Human Resources	Technical	PeopleTools 1	Active
Human Resources	Technical	PeopleTools 2	Active
Human Resources	Administrative	Supervisory Skills	Active
Human Resources	Administrative	Performance Reviews	Active

When you create a new category, the system uses the default subcategory code value UNKNOWN. Use the UNKNOWN subcategory to assign courses to a category that you don’t want to divide into subcategories. This enables you to limit the catalog structure to a single category level. The Subcategory Code field value is display-only, but you can modify the description fields.

Note. Every category that you define has an UNKNOWN subcategory associated with it.

To make it easier to automatically populate values, the UNKNOWN subcategory is at the same level as the category. For example, on the Catalog Cost table, you can populate the table with any courses that are tagged with a category and subcategory value that you identify. This enables you to specify the costs that are associated with similar courses quickly, without having to enter them into the Catalog Cost table one at a time.

Setting Up Course Categories

To set up course categories, use the Category/Subcategory-Category Table (CATEGORY_TABLE) component. Courses can cover a wide range of subjects, from administrative to technical and from management to personal. To help organize training courses, you set up categories and subcategories on the Category/Subcategory - Category Table page. When you create new courses in the Course table, you associate the course with a category and subcategory.

Page Used to Set Up Course Categories

Page Name	Object Name	Navigation	Usage
Category/Subcategory - Category Table	TRN_CATEGORY_TABLE	Set Up HRMS, Product Related, Enterprise Learning, Category/Subcategory, Category Table	Define the course categories that form the training catalog.

Defining Course Categories

Access the Category/Subcategory - Category Table page.

Description Tab

Add a row for each subcategory that you want to add to the category.

Duration/Capacity Tab

Enter the category duration time for the allocated course and the associated unit of time.

Enter the minimum and maximum number of students allowed in the course session.

Note. The system uses the Duration Time, Unit, Min Students, and Max Students field values as defaults when you define session costs.

Setting Up Courses

To set up courses, use the Courses (COURSE_TABLE2) component. This section discusses how to:

Define general course information.
Define instructor competencies and accomplishments
Designate course prerequisites.
Define required equipment and materials.
Specify course classification.
Specify course content, target audience, and agenda.

To view a list of defined courses, generate the Course Table report.

Pages Used to Set Up Training Courses

Page Name	Object Name	Navigation	Usage
Courses - Course Profile	COURSE_TABLE1_GBL	Set Up HRMS, Product Related, Enterprise Learning, Courses, Course Profile	Define general course information.
Courses - Required Instr Comps/Accomps (courses required instructor competencies/accomplishments)	COURSE_TABLE6	Set Up HRMS, Product Related, Enterprise Learning, Courses, Required Instr Comps/Accomps	Define competencies and accomplishments that instructors need to teach the course. When you add an instructor to the Instructor table, you can compare the instructor’s competency profile with the course requirements before you add the course to the instructor’s profile.
Courses - Prereqs, Goals (course table prerequisites, goals)	COURSE_TABLE2	Set Up HRMS, Product Related, Enterprise Learning, Courses, Prereqs, Goals	Specify the courses that a student must complete before taking this course, as well as target skills and certifications. Before using this page, define prerequisite courses and target competencies on the Competencies table.
Courses - Equipment	COURSE_TABLE3	Set Up HRMS, Product Related, Enterprise Learning, Courses, Equipment	Define required equipment and materials. Add this information only for in-house courses.
Courses - Catalog	COURSE_TABLE4	Set Up HRMS, Product Related, Enterprise Learning, Courses, Catalog	Specify how courses are classified.
Courses - Description	COURSE_TABLE5	Set Up HRMS, Product Related, Enterprise Learning, Courses, Description	Enter information about course content, target audience, and agenda.

Defining General Course Information

Access the Courses - Course Profile page.

Title and Short Title

Enter the course title and an abbreviated title.

Course Status

Select from:

Active: The course is currently available, and you can set up a course session.

Inactive: You cannot set up a course session

Proposed: The course is not yet available. You can't set up a course session.

Creation Date

If you’re setting up a new course, the system date (usually today’s date) appears by default. You can change it.

Revision Date

Enter a revision date when you make changes to an existing course.

Internal/External

Select Internal if the course is held in-house and External if the course is held offsite.

Session Administration

Select to administer course sessions using PeopleSoft Human Resources. With Session Administration selected, you can create course sessions, set up waiting lists, enroll students in courses, and send out form letters.

You can select Session Administration for internal and external courses.

Note. If you can’t find a session when you’re administering course sessions in the Administer Training business process, check to see if Session Administration is selected for the course code, or check to see if the course session is active.

Course Type

Select from:

Contin Ed: Continuing education.

Comp check: Competency check.

Functional

Mgmt Devel: Management development.

Skill Dev: Skill development.

Supv Skill: Supervisory skills.

Technical

Use this field to categorize the courses. It doesn’t affect the way that you administer the course in PeopleSoft Human Resources.

Multilingual Course

Select if the course is offered in multiple languages. This check box is available if you selected Session Administration..

Primary Delivery Method

Select from:

Audio: For audio training, such as language tapes.

Computer: For computer-based training.

Instructor : For instructor-led courses.

On-the-Job: For on-the-job training.

Video: For video-based training.

Workbook: For self-taught courses with workbooks.

Instructor Comps/Accomps Req (instructor competencies/accomplishments required)

Select to define a set of instructor competencies and accomplishments for the course. This check box is unavailable if the Primary Delivery Method field value is other than Instructor.

Min/Max Students (minimum/maximum students)

Enter the minimum and maximum number of students that can enroll in the course.

Duration Time

Enter the duration of the course.

Cost Unit

If you completed the Duration Time field, select the unit in which duration time is measured.

Course Units

Enter the number of course units for external courses.

Course Offering

Indicate how often the course is offered.

School Code/School

This field is not available for internal courses.

For external courses, enter details of the school in the School Code or School field.

If the school doesn’t have a code, leave the School Code field blank and enter the school name in the School field.

(FRA) France

Chargeable	Select to make the training course a chargeable item for the 2483 report. When selected, related costs that you entered are reported in the 2483 report. This is used to meet French legal reporting requirements. The default value derives from the chargeable flag set in the Course Profile page and by the Compute Student Cost process.
EDDF Course	Select this check box if a training course is related to the EDDF agreement. Cost relates to EDDF courses that appear on the 2483 report in Group C – Line 7.
Time Required to be Chargeable	When selected, all expenses that are entered against this expense type are chargeable. This is used to meet French legal reporting requirements.
Eligible to DIF	Select this check box to enroll a student in this course for a DIF session.

Defining Instructor Competencies and Accomplishments

Access the Courses - Required Instr Comps/Accomps page.

Select the Instructor Comps/Accomps Req check box on the Course Profile page to make the fields on this page available.

Instructor Competencies

Competency

Select a competency to add to the instructor requirements.

Instructor Accomplishments

Accomplishment

Select an accomplishment to add to the instructor requirements.

To add more competencies and accomplishments, insert additional rows.

Specifying Course Prerequisites

Access the Courses - Prereqs, Goals page.

Prerequisite Courses

Before you can select courses as prerequisites, you have to create them using the Course table. Enter the basic courses first and work your way up to the courses that require prerequisites.

Target Competencies

Competency

Select a target competency.

Proficiency

Select the default proficiency level for a competency that the student receives upon completing the course. For example, a beginner’s course competency might give a rating of Fair, while an advanced-level course competency could warrant a rating of Expert. Competencies that are automatically assigned to an employee’s profile have the evaluation type Approved.

If the Grant to EE after Course check box is selected, the system adds the competency to the employee’s profile and sets the proficiency rating to the value in this field.

Target Accomplishments

License/Certification Code	Select a code if students are awarded a license or certification upon completion of the course.
Grant to EE after Course	Select to have the system update employee accomplishment profiles upon course completion.

Target Languages

Language	Select a language.
Speak, Read, Write	Select High, Moderate, or Low in each field to indicate the level of proficiency that you expect students to have achieved upon completion of the course.
Grant to EE after Course	Select to have the system update employee accomplishment profiles upon course completion.

Defining Equipment and Materials

Access the Courses - Equipment page.

Select the standard equipment/materials code.

Insert additional rows to add as many pieces of equipment as necessary.

Specifying Course Classification

Access the Courses - Catalog page.

Place courses in a catalog to organize training courses into a structure that helps you administer courses more efficiently.

Not in Catalog

Select if you don’t want to include the course in the catalog. If selected the Category and Subcategory Code fields are unavailable.

Note. If you've already specified a category or subcategory for a course, and you select this check box, the system clears any category or subcategory information on the page. If you select the check box again later, you have to specify the course category again.

Catalog

Categories define training subjects, and subcategories allow for a more specific definition of subject matter.

Category Code and Subcategory Code

To add a course to the catalog, select a category code and a subcategory code.

To add the course to a different category, insert a new row.

Specifying Course Content, Audience, and Agenda

Access the Courses - Description page.

Type

Select a description type for the type of information to add. Options are Agenda, Contents, Audience, and General.

Enter an effective date and a description for the selected description type.

Note. The effective date on this page applies only to the description, not to the entire course definition.

Setting Up Training Catalogs and Programs

To set up training catalogs and programs, use the Catalog Organization (TRN_CATALOG_MOVE) and the Training Program Table (TRN_PROGRAM_TABLE) components. Using the pages in this section, you can:

Examine and adjust the category/subcategory organizational structure.
Create training programs by grouping courses into logical progression.
Associate standard training programs with job codes in the Job Code Table.

This section discusses how to:

View and reorganize courses.
Create training programs.
(MEX) Create training and development programs.
Set up noncourse training.

Pages Used to Set Up Training Catalogs and Programs

Page Name	Object Name	Navigation	Usage
Catalog Organization	TRN_CATALOG_MOVE	Set Up HRMS, Product Related, Enterprise Learning, Catalog Organization, Catalog Organization	View courses that are associated with a selected category and subcategory. Reorganize the training catalog by moving courses between categories or subcategories.
Training Program Table	TRN_PROGRAM_TABLE	Set Up HRMS, Product Related, Enterprise Learning, Program Information, Training Program Table	Create a training program.

Viewing and Reorganizing Courses

Access the Catalog Organization page.

Before using this page, set up category and subcategory codes on the Category/Subcategory – Category Table page.

To view courses in a selected subcategory, select the category code and subcategory code in the left or right column. When you move out of the Subcategory Code field, the system lists the courses in that subcategory. To move courses out of that subcategory, select the check box next to the course name.

In the other column, select the category code and subcategory code into which you want to move the selected course. When you move out of the Subcategory Code field, the system lists the courses in the target subcategory.

and	Click to move selected courses from the category in one column to the category in another column.

Creating Training Programs

Access the Training Program Table page.

Pgm Status (program status)

Select Active (the default), Inactive, or Proposed.

Short Title

Enter an abbreviated description of the training program.

Creation Date

The default is the system date (usually today’s date).

Revision Date

If you update the program later, enter that date.

Business Unit

Select the business unit that you want to associate with this training program.

Owning Dept ID (owning department ID)

Based on the business unit that you selected, select the department that is responsible for maintaining the training program.

Training Program

Sequence

The system sorts courses by course code. If you want the codes that you select in the Course Code field to appear in a different order, enter sequence numbers in this field to define the order in which students should take courses.

To view the new order, save the changes and close the page. When you open the page again, the courses appear in the new order.

Course Code

Select a code for each course in the training program.

Required

Select if the course is mandatory.

See Also

Understanding HRMS

(MEX) Creating Training and Development Plans

As a company operating in Mexico, you must create training and development plans for your employees. In each plan, you identify courses and events that meet the training and development needs of the workforce.

Each course or event should have a detailed description of the objective and activities. Training can be internal or external. Depending on the type of training, there are specific legal forms to fill out.

The mixed committee for training and development must review and approve the training plan.

You can store the details for the training and development plans on the Training Program Table page.

See Also

Creating Training Programs

Setting Up Noncourse Training

Not all training involves taking a course or attending a class, so you may need to establish training IDs for the many other forms that training can take, such as multimedia CD-ROM presentations, videos, or self-paced training guides.

Use the Non-Course Training table to track training that isn’t course-based.

See Also

Using Competencies to Manage Training

Running Training Course and Training Program Reports

This section discusses training course and program reports.

Pages Used to Run the Reports

Page Name	Object Name	Navigation	Usage
Run Control	PRCSRUNCNTL	Enterprise Learning, Course Reports, Courses, Run Control	The Course Table report (PER703) lists available courses, including course descriptions, type codes, locations, durations, and schools. You can use it to track internal courses and courses offered by outside vendors. This is a Crystal report.
Target Course Certifications	RUNCTL_TRN016	Enterprise Learning, Course Reports, Target Course Certifications	The Target Course Certifications report (TRN016) lists the licenses and certifications that students receive on successful completion of a course. This is a Crystal report.
Course Description	RUNCTL_TRN023	Enterprise Learning, Course Reports, Course Description	The Course Description report (TRN023) lists course descriptions. This is a Crystal report.
Course Category	RUNCTL_TRN024	Enterprise Learning, Course Reports, Course Category	The Course Category report (TRN024) lists training catalog course categories. This is a Crystal report.
Course Equipment	RUNCTL_TRN025	Enterprise Learning, Course Reports, Course Equipment	The Course Equipment report (TRN025) lists the equipment needed for a course. This is a Crystal report.
Course Vendors	RUNCTL_TRN026	Enterprise Learning, Course Reports, Course Vendors	The Course Vendors report (TRN026) lists vendors that are associated with a course on the Course table. This is a Crystal report.
Prerequisite Courses	RUNCTL_TRN027	Enterprise Learning, Course Reports, Prerequisite Courses	The Prerequisites Course report (TRN027) lists prerequisite courses for a course. This is a Crystal report.
Target Qualifications	RUNCTL_TRN028	Enterprise Learning, Course Reports, Target Qualifications	The Target Qualifications report (TRN028) lists the competencies that the course aims to develop or improve. This is a Crystal report.

Title and Short Title	Enter the course title and an abbreviated title.
Course Status	Select from: Active: The course is currently available, and you can set up a course session. Inactive: You cannot set up a course session Proposed: The course is not yet available. You can't set up a course session.
Creation Date	If you’re setting up a new course, the system date (usually today’s date) appears by default. You can change it.
Revision Date	Enter a revision date when you make changes to an existing course.
Internal/External	Select Internal if the course is held in-house and External if the course is held offsite.
Session Administration	Select to administer course sessions using PeopleSoft Human Resources. With Session Administration selected, you can create course sessions, set up waiting lists, enroll students in courses, and send out form letters. You can select Session Administration for internal and external courses. Note. If you can’t find a session when you’re administering course sessions in the Administer Training business process, check to see if Session Administration is selected for the course code, or check to see if the course session is active.
Course Type	Select from: Contin Ed: Continuing education. Comp check: Competency check. Functional Mgmt Devel: Management development. Skill Dev: Skill development. Supv Skill: Supervisory skills. Technical Use this field to categorize the courses. It doesn’t affect the way that you administer the course in PeopleSoft Human Resources.
Multilingual Course	Select if the course is offered in multiple languages. This check box is available if you selected Session Administration..
Primary Delivery Method	Select from: Audio: For audio training, such as language tapes. Computer: For computer-based training. Instructor : For instructor-led courses. On-the-Job: For on-the-job training. Video: For video-based training. Workbook: For self-taught courses with workbooks.
Instructor Comps/Accomps Req (instructor competencies/accomplishments required)	Select to define a set of instructor competencies and accomplishments for the course. This check box is unavailable if the Primary Delivery Method field value is other than Instructor.
Min/Max Students (minimum/maximum students)	Enter the minimum and maximum number of students that can enroll in the course.
Duration Time	Enter the duration of the course.
Cost Unit	If you completed the Duration Time field, select the unit in which duration time is measured.
Course Units	Enter the number of course units for external courses.
Course Offering	Indicate how often the course is offered.
School Code/School	This field is not available for internal courses. For external courses, enter details of the school in the School Code or School field. If the school doesn’t have a code, leave the School Code field blank and enter the school name in the School field.

Pgm Status (program status)	Select Active (the default), Inactive, or Proposed.
Short Title	Enter an abbreviated description of the training program.
Creation Date	The default is the system date (usually today’s date).
Revision Date	If you update the program later, enter that date.
Business Unit	Select the business unit that you want to associate with this training program.
Owning Dept ID (owning department ID)	Based on the business unit that you selected, select the department that is responsible for maintaining the training program.