Configuration options
Policy options
By default, Training policy options are displayed in the Development Plan section of the policy.
Option |
Description |
---|---|
Training |
Checkbox. If checked, the Training process is active and can be enabled for WX users. |
Require Training On Development Needs |
Checkbox. If checked, creating a new development need raises an action on the Actions list to add new training for the development need. |
Manager Confirms Training |
Checkbox. If checked, training requirements must be confirmed by the Team Member's manager. Check EITHER Manager Confirms Training OR Require Approval For Training. |
Require Approval For Training |
Checkbox. If checked, training requirements must be approved. Check EITHER Require Approval For Training OR Manager Confirms Training. |
Training View Only |
Checkbox. If checked, Training requirements can be viewed but not created or edited. |
Edit Training |
Picklist. The lowest level able to edit a training requirement. Select from:
|
Training Manager Access |
Picklist. The level of access granted to Managers through WX for their Team Members' Training. Select the picklist and choose from:
|
Training Team Member Access |
Picklist. The level of access granted to Team Members through WX to Training. Select the picklist and choose from:
|
Field sets
Training object |
|
---|---|
Field Set |
Purpose |
Training Details |
Fields displayed in the WX Training Detail view for each training activity. |
Training Edit |
Fields displayed in the WX Training Edit view for training activities in Draft status, accessible from the Training Detail view, Draft tab. |
Training New |
Fields displayed on the WX New Training view, accessible from the Training Detail view. |
Training New From Library |
Fields displayed in the WX New Training From Library view beneath the Area and Training Name picklists. New Training From Library is accessible from the Training Detail view. |
Training Outcome |
Fields displayed on the WX Edit Training view for training activities in Active or Completed status, accessible from the Training Detail view, Active or Completed tabs. |
Training Tile |
Fields displayed on the WX Training Tile in addition to:
Because of the limited space available on the tile, display is limited to the first two fields of the Field Set. |
Training Library Item object |
|
---|---|
Field Set |
Purpose |
Training Details |
Fields from the Training Library Item object displayed as read-only in WX when creating or editing a new training record. |
Picklists
To edit these default picklist values:
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Go to Setup and select the Object Manager tab.
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Select object, select the picklist field, go to the Values related list.
Training object
Outcome field
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Exceeded
-
Achieved
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Not Achieved
-
Canceled
Training Library Item object
Type field
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Book
-
Website
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Video
-
On The Job
-
Online Training
-
Experience
-
Training Event
-
Course
-
Software
Object fields
To rename these custom fields:
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Go to Setup and in Quick Find enter Override.
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On the Override page select the:
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Package hosting the object
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Language
-
Setup Component = Custom Field
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Object
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Aspect = Field Label
-
-
Enter new values in the Field Label Override column
Training object (HCM) |
|
---|---|
Default Field Label |
Field Type |
Action |
Formula (Text) |
Action Date |
Formula (Date) |
Approved Date |
Date |
Approver |
Lookup (User) |
Cost |
Currency (16,2) |
Cost Reporting |
Currency (16,2) |
Currency |
Lookup (Exchange Rate) |
Currency Code |
Formula (Text) |
Description |
Long Text Area (32000) |
Development Need |
Lookup (Development Need) |
Development Need Area |
Formula (Text) |
Development Need Item |
Formula (Text) |
End Date |
Date |
Last Currency Recalculation |
Date/Time |
Manager Action |
Formula (Text) |
Manager Action Date |
Formula (Date) |
Name |
Formula (Text) |
Outcome |
Picklist |
Rationale |
Long Text Area (32768) |
Rejected Date |
Date |
Result |
Text (80) |
Start Date |
Date |
Status |
Formula (Text) |
Submitted Date |
Date |
Supplier Area Id |
Formula (Text) |
Supplier Id |
Formula (Text) |
Team Member |
Lookup (Team Member) |
Team Member Unique ID |
Formula (Text) |
Training Library Item |
Lookup (Training Library Item) |
Training Name |
Text (80) |
Trigger Currency Recalculation |
Checkbox |
Training Library Item object (HCM) |
|
---|---|
Default Field Label |
Field Type |
Active |
Checkbox |
Description |
Long Text Area (32000) |
Supplier |
Text (128) |
Supplier Area Id |
Text (128) |
Supplier Id |
Text (128) |
Type |
Picklist |
URL |
URL (255) |
Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields |
Record Types
Record types for the Training object:
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New
-
Approved
-
Closed
Action Events
Event |
When sent |
---|---|
Approve |
When a Training request is approved by the Manager. |
Delete |
When a Training request is deleted. |
Draft |
When a Training request is edited by a Team Member or Manager. |
New |
When a new Training request is entered by a Team Member or Manager. |
Reject |
When a Training request is rejected by the Manager. |
Results |
When a value is added to the Training Results field and the record saved. |
Start Date |
When a Training request Start Date is today. The trigger date can be offset* from the Start Date. The notification email triggered by Start Date is only sent when the Training record includes an Approved date. |
Submit |
When a Training request is saved by a Team Member and submitted for Manager approval. |
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). |