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Managing HR Resource Training Records

HR Resource Training defines and tracks training for a single resource. HR Training Classes owns the class (training code + class sequence). This form attaches the resource to an existing class sequence and can override most class-level detail locally. Registering a resource here updates registered resources on the class.

Open from HR Programs, or from HR Resources → Training/Education (double-click a line, or select the line and Records → Open Related Record in Form).

Before you start​

  • Resource exists in HR Resources.
  • Training Code exists in HR Codes as Type T.
  • Class sequence already exists for that training code in HR Training Classes — you cannot create new class sequences here.
  • Optional: check Training under Employment History Event Options in HR Company Parameters so training changes appear in employment history.

Add a resource training row​

  1. Open HR Resource Training.
  2. Enter Resource #.
  3. Enter Seq # (1–9999), or N / New / + for the next resource-entry sequence (this is not the class sequence).
  4. Enter Training Code (Type T).
  5. Enter Class Seq (enabled only on new rows; F4 lists valid sequences for the code). The form fills remaining fields from HR Training Classes.
  6. Override fields as needed (description, institution, class name, start date, hours, CEU, cost, flags, and so on). Except Status, those overrides do not write back to Training Classes. Status updates only at the resource level on the class.
  7. Set Status if needed: U-Unscheduled, S-Scheduled, I-In Progress, C-Completed, A-Absent, X-Cancelled (defaults from the class when Class Seq is entered).
  8. Enter Date Complete only when Status is C-Completed (also auto-filled when HR Training Class Status sets the class/resource to Complete).
  9. Optionally enter Grade (10), Degree Program + Degree Description, Training Cost (or 0.00), Employee Reimbursed, 1099 + Vendor (Vendor enabled only when 1099 is checked), and OSHA / MSHA / First Aid / CPR / Work Related / Safety Related flags.
  10. Save.

Edit an existing row​

  1. Open the line from HR Resources → Training/Education (or look up Resource # + Seq #).
  2. Class Seq stays disabled after the row exists.
  3. Change fields as needed; same write-back rule (detail stays on the resource except status to the class at resource level).

Initialize from a position training plan​

File → Initialize Position Training Plan uses a position code (usually the position on HR Resources) and HR Initialize Training Plan. Initialized rows start as Training Code + status Unscheduled with blank class detail until you assign a class sequence later in HR Training Classes or HR Training Class Registration.

Skills​

There are no skills columns on this form. Use File → Skills to open HR Resource Skills (skills can also flow from completed Training Classes Skill tabs via Training Class Status).

Hard rules​

  • Cannot invent a class sequence on this form.
  • Class Seq locked after the resource sequence exists.
  • Date Complete disabled unless Status is C-Completed.
  • 1099 must be checked before Vendor is enabled.
  • Help text for OSHA/MSHA misspells “Health” as “Heath” in places.
  • Training Cost / Safety Related field defs appear truncated in Trimble help.

Notes​