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Entering Education Data

  1. To enter education data, select the Payroll Documents menu group.
  2. Select the Education component. The Education page - Find an Existing Value is displayed. The information on this page allows the user to locate an existing employee to enter or change education information.

 

Education Page - Find an Existing ValueFigure 18: Education Page - Find an Existing Value

  1. Select the Education Information component. The Education page is displayed.

 

Education Page

Figure 19: Education Page

  1. Complete the fields as follows:

 

Field

Description/Instruction

Name

Populated from the Empl ID.

Empl ID

Populated from the search criteria entered. The employee name is displayed based on the Empl ID.

Record

Displays the number of records for the employee.

SSN

Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

 

  1. Complete the Education fields as follows:

 

Field

Description/Instruction

Effective Date

Enter a date or select a date from the calendar icon. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information.

Pay Period

Populated with the pay period that corresponds to the effective date.

Date Entered

Populated with the date the transaction was entered.

User ID

Displays the system identifier and name of the individual who generates the transaction.

Transaction Status

Defaults to In Progress and reflects that status of the transaction. The transaction status will change when the transaction is saved, in suspense, or resent to PPS.

 

  1. Complete the Education Information fields as follows:

 

Field

Instruction

Account Transaction Code

Select the applicable transaction type from the drop-down list. The valid values are Add, Change, and Delete.

Education Level

Select the down arrow to select the highest level of the employee’s educational attainment based on years of formal schooling and/or academic degrees or certificates conferred.

School Code

Enter the applicable school code or select data by selecting the search icon.

Instruction Program

Enter the employee’s official education record which includes the major field of study beyond high school or select data by selecting the search icon. Refer to OPM instructions for valid codes.

Year

Enter the calendar year during which the employee received the academic degree or certificate for the education level.

 

At this point, the following options are available:

 

Step

Description

Select the Save button

Saves the new data entered.

Select the Return to Search button

Returns the user to the applicable page to search for another record.

Select the Previous in List button

Returns to the previous person in the list.

Select the Next in List button

Advances to the next person in the list.

Select the Refresh button

Refreshes the page.

Select the Update/Display button

Returns the user to the applicable page to update the data entered.

Select the Correct History button

Returns the user to the applicable page to correct history data.