Reviewing and Defining External Learner Data

To define profiles for external learners, use the External Learners (LM_PERSON_EXT) component.

This topic lists prerequisites and discusses how to:

Define external learner profile information.
Define external learner address information.
Define external learner attributes.
Define external learner contract information.

Pages Used to Review and Define External Learner Data

Page Name	Definition Name	Navigation	Usage
Profile Info (profile information)	LM_PERSON	select Enterprise Learning, then select User Profiles, then select External Learners, then select Profile Info	Define primary information about the learner, such as language code, preferred communication method, and learning environment ID.
External Learners - Address History	LM_PERSON_ADDR	select Enterprise Learning, then select User Profiles, then select External Learners, then select Address History	Define external learner address information.
Edit Address	EO_ADDR_USA_SEC	Click the Edit Address link on the Address History page.	Edit the external learner's address information.
External Learners - Learner Attributes	LM_LRNR_ATTRIBS	select Enterprise Learning, then select User Profiles, then select External Learners, then select Learner Attributes	Define learning preferences for external learners, such as preferred language and content delivery method.
External Learners - Contracts	LM_LRN_CONTRACT	select Enterprise Learning, then select User Profiles, then select External Learners, then select Contracts	Define external learner contract information.

Prerequisites for Reviewing and Defining External Learner Data

Before you define profiles for external learners:

Define user IDs for external learners.
Define learning environments.
Define customer organizations.
(Optional) Define purchase orders and training units.
(Optional) Define learner attributes.
(FRA) Define contract types.

Profile Info Page

Use the Profile Info (profile information) page (LM_PERSON) to define primary information about the learner, such as language code, preferred communication method, and learning environment ID.

Navigation

select Enterprise Learning, then select User Profiles, then select External Learners, then select Profile Info

Image: Profile Info: Primary Learner Information page

This example illustrates the fields and controls on the Profile Info: Primary Learner Information page.

Primary Learner Information: Profile Information

User ID

Enter a user ID number for the learner. Create user ID numbers through PeopleSoft Security.

See Understanding Roles and Permission Lists.

Learning Environment

Assign the external learner to a learning environment. The system populates this field by default to the administrator's learning environment. You can change this value.

Preferred Communication

Select the method of communication that the learner prefers.

Primary Learner Information: Personal Data

Effective Date

Enter the effective date for the external learner's gender and language code data.

Language Code

Select the external learner's primary language. PeopleSoft delivers language code values, and you can modify these values.

Primary Learner Information: Job Information

Effective Date

Enter the effective date for the job.

Learner Status

Enter the learner's status for the job. A learner can have more than one active job on a record.

Organization

Enter the organization with which this learner is associated. Organization values are defined in the Customer component.

See Defining Customers.

Note: When a learner self-enrolls in a class that has charges, and uses the chargeback method, the system looks for the business unit that you associated with the selected customer organization on the Payment Information page, to locate the corresponding mapped general ledger business unit. The system populates the self-service ChartField value fields, which define the department and account information to which you want to charge the class cost, by default to the values that are defined for the mapped general ledger business unit. If you define the ChartFields to appear during enrollment by selecting the Display chartfields to Self-Service Users on the Payment Information page, the default values appear to the learner or administrator and are available for edit.

Job Title

Enter the external learner's job title.

Currency Code

Enter the currency code that is associated with this job, for this learner. This field is for informational purposes only.

Learner Type

Select the learner type for the external learner. Values are: Job Seeker, Other, Paid by Individual, Salary Paid by Employer, and Salary for Prof Contract (salary for professional contract).

Primary Learner Information: Payment Method

Training Unit Pool

Select one or more training unit pools that the learner can use to pay for classes and programs that carry a charge. You can select any training unit pools that are set up for the learner's organization.

PO Number

Select one or more purchase orders that the learner can use to pay for classes and programs that carry a charge. You can select any purchase orders that are set up for the learner's organization.

Primary Learner Information: Primary Communication

The system displays the external learner's primary communication information, as defined on the Address History page.

Learner Name

Access the Profile Info page. Click the Learner Name link.

Image: Profile Info: Learner Name page

This example illustrates the fields and controls on the Profile Info: Learner Name page.

Type of Name

Select the name type. The delivered name type values are: Preferred and Primary. You can define additional name types on the Name Types page.

See Name Types Page.

Effective Date

Enter the effective date for each name that is within a name type.

Format for Country

Enter the country format. This field has no code connected with it.

Learner Name: Person Name

The fields in the Person Name group box display the learner's name information. Click the Refresh the Name Field button to update the display of the external learner's name.

External Learners - Address History Page

Use the External Learners - Address History page (LM_PERSON_ADDR) to define external learner address information.

Navigation

select Enterprise Learning, then select User Profiles, then select External Learners, then select Address History

Image: External Learners - Address History page

This example illustrates the fields and controls on the External Learners - Address History page.

Address Type

Select an address type. Address type values are defined on the Contact Method Type page.

Primary

Select to identify an address as primary. Every external learner must a primary address.

Effective Date and Status

Enter the effective date and status for the address type.

Country

Enter the country for the address. You must enter a country value before you can edit the address.

Address and Edit Address

Enter a country value if one is not specified, and click the Edit Address link to add or update the address information on the Edit Address page.

Phone

Phone Type

Select a phone type. Phone type values are defined on the Contact Method Type page.

Country Code

Enter the country for the phone type.

Phone

Enter the phone number.

Ext (extension)

Enter the phone number extension, if any.

Primary

Select to identify a phone number as primary. If you have one or more phone numbers for an external learner, you must mark one as primary.

Email

Email Type

Select an email type. Email type values are defined on the Contact Method Type page.

Email Address

Enter the email address.

Primary

Select to identify an email address as primary. If you have one or more email addresses for an external learner, you must mark one as primary.

External Learners - Learner Attributes Page

Use the External Learners -Learner Attributes page (LM_LRNR_ATTRIBS) to define learning preferences for external learners, such as preferred language and content delivery method.

Navigation

select Enterprise Learning, then select User Profiles, then select External Learners, then select Learner Attributes

This page is the same page that you use to define learning preferences for internal learners.

Contracts Page

Use the Contracts page (LM_LRN_CONTRACT) to define external learner contract information.

Navigation

select Enterprise Learning, then select User Profiles, then select External Learners, then select Contracts

This page is the same as the one you use to define contract information for internal learners with one exception. You can edit the fields on this page regardless of whether the Contract Integration with HCM check box is selected for the learner's learning environment.