Adding and Withdrawing Course Completions

The Employee Transcript page allows you to add and withdraw course completions for an individual employee.

Manually Adding a Course Completion

The following section describes how to manually add a course completion for an individual employee. Completions can be added both for courses previously assigned, as well as for courses completed, but not listed as a current assignment.

NOTE: If you need to manually add completions for multiple employees, please refer to the Uploading Batch Completions entry within the Tools tab documentation. Only Departmental/Workstation Processors and Training Administrators can upload batch completions.

To manually add a course completion:

1. Click the Transcripts option located in the Employee tab menu. The Employee Transcript page displays.
2. Select an employee using the Employee Search button. The Employee Transcript page populates with the selected employee’s details and completed courses, tasks, and programs.
3. Click the Add Course Completion button located in the Completed Courses and Tasks section. The Course Completion Details page displays.
4. Click the Select Course button in the New Entry section. The Course Search pop-up window displays.
5. Locate the desired course by either scrolling/paging through the course listing or by entering information into the “Filter results by:” section and clicking the Search button.
6. Click the Select button located to the left of the course for which you want to add a completion. The selected course number and title display in the Course field.
7. Enter the date the course was completed into the Completion Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
8. Enter the appropriate values into the Score and Comments fields.
9. Click the Save button. The Employee Transcript page displays with the new course completion listed in the Completed Courses and Tasks section. NOTE: If a completion is added for a course that is currently assigned, the assignment will be removed.

Withdrawing a Course Completion

If a course completion is added in error or the completion details were incorrectly entered, you can withdraw the completion from the employee’s transcript.

To withdraw a course completion:

1. From the Employee Transcript page, select an employee.
2. Locate the course completion you want to withdraw in the Completed Courses and Tasks section.
3. Click the Withdraw button located to the right of the course completion you wish to withdraw. A pop-up window displays to verify your request to withdraw the completion.
4. Click the OK button in the verification pop-up window. The course completion is withdrawn from the employee’s transcript.