Creating a New Class in Viewpoint HR Management

1. Start a New Class:

   • Go to Employee Tools > Training Class Dashboard and click New Class.

   • Optionally, select a course. This will auto-fill the class title, checklist, eligible employee groups, and training/skill codes. All fields are editable after creation.

   • Only the title is required unless Require Course Template is enabled in Admin settings.

2. Continue and Edit:

   • Click Continue to create the class.

   • The class will appear in the dashboard grid, and you will be taken to the Class Detail module to edit further.

   • You can rename the class, but if a course is selected, the course itself cannot be changed.

3. Class Details:

   • Training Tasks: View and complete the checklist associated with the course.

   • View Roster: Download a list of registered employees, instructor, location, date/time, attendance, and signatures.

   • Registered Attendees: Add/remove attendees, mark them present or absent, and record signatures.

   • Employee Groups: Add or remove groups eligible for this class. If portal registration is enabled, checking Open for Registration allows employees to self-register.

   • Training and Skill Codes: Add or remove codes from HR Code Master. Codes are added to employees’ records after the class is finalized.

   • Upload Document: Attach files to the class.

4. Submit and Finalize:

   • Click Submit to notify the Training Class Admin that the class is ready.

   • Submission requires: date, start/stop times, at least one attendee, completed training tasks, and at least one training/skill code.

   • Admin clicks Finalize to update Vista records with training/skill codes and attachments for all attendees.

5. Save and Close:

   • Click Save and Close to return to the Training Class Dashboard.

Note:

• Employee Tools updates Vista HR Resource Training and HR Resource Skills with training/skill codes and attachments.

• This portal workflow does not update HR Training Classes in Vista or support non-employee instructors.