Manage Employee Trainees#

Employee.ManageTrainees

Overview#

This operation is used to manage the list of trainees of an Employee who is set as a Trainer. The Trainer Employee can quickly check-in and check-out multiple Trainees at a Resource for which the current user is set as Trainer.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

• Resource is of Processing Type Process and has both Enable Check-In and Restrict Check-In set to true.
• For a successful Check-In operation, all selected Employees are Active and set as Trainee (Is Trainee is true in at least one valid Certification, which must be in state Active or Grace Period).
• Current Employee is a Trainer in at least one valid Certification (must be in state Active or Grace Period).

Sequence of Steps#

The Manage Trainees wizard can be accessed from the Employee page within the Business Data Group.

1. Select the Employee.
2. Select Manage Trainees on the top ribbon.
3. Select the Trainee(s) Employee(s) to check-in/check-out.
4. Select Check-Out to complete the operation (for this example).