[HR] How to Setup a Training Code

Created by Crystal Ann Harvey, Modified on Mon, 21 Jul at 10:18 AM by Crystal Ann Harvey

The HR Codes form is used to create training codes.


  1. From the Human Resources module’s Programs folder, open the HR Codes form.
  2. Click the New Record icon on the toolbar.
  3. In the Code Type field on the Info tab, type T and press Enter (you must use T to make it a Training code) or press F4 to select it from a list.
  4. In the Code field, provide a short, descriptive name for the training code, up to 10 characters. For example, a Level 2 First Aid class could be designated FirstAid2.
  5. In the Description field, provide a description of the code.
  6. If this training code is associated with a certification period, enter the number appropriate
    number of months in the Certification Period field. The certification period is used in
     conjunction with the class completion date to send notification (using a Notifier job) when a resource's certification expires.
  7. If this code is related to safety, check the Safety Related box.
  8. The Leave Type field is available only when a C (Schedule) code type is created. Select this check box if this code is associated with a leave type. When this box is checked, this training code is available for selection in the Leave Code fields on the HR Leave Request and HR Multi-Day Leave Request forms.
  9. If the Leave Type field is selected, use the PR Leave Code field to specify the leave code associated with the training.
  10. Save the record.

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