[HR] Registering Resources for a Training Class

Created by Crystal Millington, Modified on Fri, 26 Dec at 1:06 PM by Crystal Millington

There are three ways to register resources:

  1. Manually in HR Training Classes

  2. In bulk using the Register button in HR Training Classes

  3. By adding a class to a resource in HR Resource Training


1. Register a Resource Manually

  1. Open HR Training Classes (HR Programs folder).

  2. Select Training Code (F4) and enter Class Seq #.

  3. In the lower section, select Resource # (F4) to add a resource. Repeat as needed.

  4. Click Save.


2. Register Resources in Bulk

  1. Open HR Training Classes, select Training Code and Class Seq #.

  2. Click Register to open HR Training Class Registration.

  3. Use Filter By options to select the resources to register.

  4. Click Get Resources to display unassigned resources.

  5. Move resources to the Assigned box:

    • Add All to assign all

    • Add to assign individually

  6. Click Create Registration.

    • Status for each resource is set to Scheduled.

    • Updates appear in HR Resource Training.

  7. Refresh HR Training Classes if needed.


3. Add a Class to a Resource

  1. Open HR Resource Training (HR Programs folder).

  2. Click New Record.

  3. Select Resource # (F4).

  4. Select or create Seq # (+ or N → Enter).

  5. Select Training Code (F4). Fields auto-populate from HR Training Classes.

  6. If multiple sequences exist, select Class Seq (F4).

  7. Set Status to S-Scheduled.

  8. Click Register for Training to open HR Training Courses.

  9. Confirm the resource is scheduled in the grid.

  10. Close both forms.


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