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Entering and listing education and career records

Explains how an employee adds education and career records from My Info, the reminder on education records, and how HR searches and filters the Personnel Education Information and Personnel Career Information lists.

Employees enter their own education and career (previous work experience) records on My Info. HR and authorised users see everyone's records in two lists under the Work Experience menu.

Before you start

Step by step (Employee: adding a record)

  1. Go to Mine > My profile and open the Education tab.

  2. Click Add education at the top right. In the Add Education Information window, Education Level, Educational Institution Name and Section are required; Faculty, Start Date, Graduation Date, Reminder Date and Files are optional.

    Add Education Information window
  3. Click Save.

  4. For work history, click Add job at the top right of the Career tab. Company Name, Department, Title and Start Date are required; if you have left, enter the Quit Date and save.

Reminder Date: if you set a reminder date on an education record (for example a certificate that will expire), an email is sent to the company's admin users at 08:00 on that day.

Step by step (HR: reviewing the lists)

  1. Go to Growth and hiring > Education in the left menu. The list shows the Employee, University, Faculty, Section, Education Level and Education Period columns. On a narrow screen the same list shows as cards.

    Personnel Education Information list
  2. Type in the single search box above the list (Search person, school, field). Narrow the list with the chips next to it: Education Level picks a level, Education Period takes a start and an end year (it applies once both ends are filled in). The × on a set chip removes that filter, Clear all removes the search and every filter. Sort by any column with Sort on the right or by clicking the column header (ascending, descending, or no sort); the result count and the pages are at the bottom of the list.

  3. Growth and hiring > Career history lists work history records in the same layout: the search box (Search person, company, role), the Career Period date chip and Sort; the columns are Employee, Company Name, Position, Department and Career Period.

    Personnel Career Information list

Result

  • Records added by the employee appear in the lists immediately; there is no approval step.

  • The lists are for viewing only; the employee edits the record on their own My Info screen.

Common problems

Symptom: I cannot see some employees in the list.
​Cause: Your branch responsibility is limited to some branches; you only see employees of the branches you are responsible for.

Symptom: You cannot change or delete a colleague's education or work experience record ("You cannot change this employee's records").
​Cause: Everyone can add and edit their own records. For another employee's records you need Add Education List (All Users) / Add Career List (All Users), the module's responsibility management permission or Add / Update Employee List, and the employee must be in a branch you are responsible for. The company-wide lists (Personnel Education Information, Personnel Work Experience Information) need the matching view permission.

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