Adding new professional development details

Whenever a staff member attends a course, the details are recorded as part of their professional development. Other types of professional development that you can record include:

Use the Add Staff P.D. Details window to add a new professional development entry. The Add Staff P.D. Details window consists of three tabs (described below):

  • General tab
  • Expense Allocations tab
  • Docman tab.


 Opening the Add Staff P.D. Details window

To open the Add Staff P.D. Details window:

  1. Select Module > Human Resources > Staff Maintenance from the main menu.
    Tip: You can also access the staff functions by clicking.
  2. Search for the staff member. See Searching for staff members.
    The Personal tab of the Staff Maintenance window is displayed.
  3. Click the P.D. tab.
    The P.D. tab of the Staff Maintenance window is displayed.
  4. Click .
    The General tab of the Add Staff P.D. Details window is displayed.


Add Staff P.D. Details - General tab key fields and buttons
Course area fields

Field

Description

Course Title

Name of the course. For example, Diploma of Education.

Status

Staff member's status in the course. For example Applied, Enrolled, Completed.

Note:
This drop-down list is populated by the luStaffTrainingStatus lookup table. See luStaffTrainingStatus lookup table in the System maintenance manual.

Application Date

Date the staff member applied to enrol in the course.

Start Date /
Finish Date

Start and end dates for the course.

Accred Hrs

Number of accredited hours undertaken as part of the course.

Category

Category for the professional development activity. The categories can be added and maintained in the luStaffTrainingCategory lookup table. See Maintaining lookup tables in the System maintenance manual.

Provider

Organisation providing the course.

Note:
This drop-down list is populated by the luTrainingProvider lookup table. See Maintaining lookup tables in the System maintenance manual.

Training Reason

Reason the staff member attended the training.

Note:
This drop-down list is populated by the luStaffTrainingReason lookup table. See Maintaining lookup tables in the System maintenance manual.

Training Standard

Level of the training, if applicable.

Note:
This drop-down list is populated by the luStaffTrainingStandard lookup table. See Maintaining lookup tables in the System maintenance manual.

Venue

Location where the training was held.

Presenter

Person who conducted the training.

Course Details

Short description of the course content.

Registration

Cost of registration for the course.

Travel

Code of travel to and from the course.

Replacement

Cost of the replacement staff member to cover the duties of the staff member attending the course.

Other Expenses

Cost of any additional expenses.

Outcome

Record the result of the course.

Comment

Any comments or notes regarding the course.


Other area fields

Field

Description

Appraisal

Appraisal that relates to the professional development of the staff member. See Staff Maintenance - Appraisals tab.

Qualification

Qualification being undertaken as part of the professional development.

File Type

File type that applies to indicate whether academic or co-curricular.

Learning Area

Learning area that the professional development applies to.

Note:
Only learning areas for the specified File Type are listed in the drop-down list.

Buttons

Button

Description

Add new appraisal details. See Adding new appraisal details.

Add a new qualification. See Adding new qualifications.

Common fields

Field

Description

Add to all Tagged IDs

If this field is selected, the new professional development information from this tab is also attached to all staff members in the current tag list. See Tagging community records for later use in the Introduction manual.

Note:
Only staff members in the tag list are attached to the professional development details. Therefore a single tag list can be used for more than one purpose at a time.


Add Staff P.D. Details - Expense Allocations tab key fields
This tab holds general ledger information for reference purposes only. It does not impact the general ledger in any way.

Fields

Field

Description

G/L Code

General ledger code to assign the professional development costs to. Up to three general ledger codes, and accompanying sub-allocation codes, can be specified.

G/L Sub Allocation

General ledger sub-allocation code to assign the professional development costs to.

Campus

Campus where the staff members works.

Year Level

Year level the staff member teaches.

Department

Department the staff member belongs to.

Note:
This drop-down list is populated by the luStaffDepartment lookup table. See Maintaining lookup tables in the System maintenance manual.

Category

Staff member's category. For example Teacher.

Note:
This drop-down list is populated by the luStaffCategory lookup table. See luStaffCategory lookup table in the System maintenance manual.

Common fields

Field

Description

Add to all Tagged IDs

If this field is selected, the new professional development information from this tab is also attached to all staff members in the current tag list. See Tagging community records for later use in the Introduction manual.

Note:
Only staff members in the tag list are attached to the professional development details. Therefore a single tag list can be used for more than one purpose at a time.


Add Staff P.D. Details - DocMan tab key fields and buttons
The fields and buttons on this tab are identical to those on the Staff Maintenance - DocMan tab. See Staff Maintenance - DocMan tab.

Note:
To enable the DocMan tab you must complete the fields on the Add Staff P.D. Details - General tab