Tracking employee training

You can track employee training with Sage 100 Contractor.

To track an employee’s training:

  1. In the 5-2-1Employees window, use the data control to select the employee.
  2. At the bottom of the window, click the Training button.
  3. In the Employee Training window that appears, do one of the following:
    • Click in a cell in the Training Type column, press the F6key to open the Training Types lookup window, and then enter the Training Type# and a Type Name.
    • In a cell the Training Type column, click the drop-down arrow, and then double-click an existing training type to select it.
  4. In the Last Date text box, enter the date when the employee last received training.
  5. In the Training Cycle text box, enter the cycle when the employee next receives training.

    In Sage 100 Contractor, a cycle is represented by ##DY (a number of days), ##MO (a number of months), and ##TH (a specified day every month). You replace the ## symbols with the number of days or months, or the day of the month for the processing cycle. For example:

    • 30DY means due every 30 days.
    • 02MO means due every two months.
    • 25TH means due on the 25th day of each month. Sage 100 Contractor displays the 25th of the month following the invoice date when you enter a new invoice for a vendor

  6. In the Next Date text box, enter the next date that training will be presented.
  7. In the Notes column, enter notes about the employee training as needed.
  8. Repeat steps 3 through 7 for each license. Note that only step 3 is required.
  9. Click File > Save.

    The Employee Training window closes.