Understanding the Self-Service Training Development Process
Before employees and managers can submit training requests, complete the following:
Activate workflow.
Set up group build if you plan to use group ID as the access type for a manager to request training for his or her direct reports.
Set up the access type for HR_DR_TRN_SUMMARY and TRN_REQUEST_LNK on the Direct Reports Setup page.
Define the rules for Training Enrollment and Training Enrollment by Manager on the Configuration Options, Notification Setup, and Component Interface Setup pages.
eDevelopment provides four self-service transactions that improve the efficiency of employee development:
Request Training Enrollment.
An employee, person of interest (POI) with a Job record, or manager accesses the Request Training Enrollment transaction. Employees or POIs request training on their own behalf and managers request training for their direct reports. Whether you are an employee, POI, or manager submitting the request, the system considers you the originator.
The originator selects a method for searching for course sessions that are set up in PeopleSoft HR: Administer Training. The system displays a list of available courses and the originator can pick the course and session that meets their needs.
The system checks to see if there are any prerequisites that must be met. For managers, the system displays either a list of their direct reports who meet the prerequisites and or a list of those who don't. If an employee is scheduled to take a course that meets the prerequisite for the selected course, the system considers this employee as meeting the requirement.
Managers select the employees they want to enroll in the course. The system displays a summary of the course. Employees or managers can enter any relevant comment and request to be placed on a waiting list if the course is full.
Approve Training Request.
Managers use the Approve Training Request transaction to either approve or deny a request. Information about the request cannot be changed; however, the approver can enter a comment.
Training Request Status.
Employees and managers can check the status of a request using the View Training Request Status transaction.
Training Summary.
Employees and managers can access the Training Summary transaction. Employees can view a summary of the training courses that they have completed, and courses for which they are enrolled or on the waiting list. Managers view the same information for their direct reports.
Note: If a manager requests training for a group of direct reports and the class exceeds the number allotted during the enrollment process, the system enrolls the entire group into the class and updates their statuses to enrolled. The system then notifies an administrator to handle this situation.