Submitting a Supplemental Learning Tuition Reimbursement Request

In this topic, you will submit a tuition reimbursed supplemental learning request.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "james.davis"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Self Service menu.

   Step 7

8. Click the Learning menu.

   Step 8

9. Click the Supplemental Learning menu.

   Step 9

10. Click the Type drop-down list.

    Step 10

11. Click the External Reimbursed Learning list item.

    Step 11

12. Click the Add Supplemental Learning button.

    Step 12

13. Click in the Title field.

    Step 13

14. a valid value
     e.g.
    Enter
     "Advanced Excel"
     into the Title field.
    Step 14

15. Click in the Description field.

    Step 15

16. In this training example, the description (Advanced formulas and pivot tables.) was entered for you.

    Step 16

17. Click the Status drop-down list.

    Step 17

18. Click the Submit For Approval list item.

    Step 18

19. Click in the Start Date field.

    Step 19

20. Press [Backspace].

    Step 20

21. a valid value
     e.g.
    Enter
     "08/31/15"
     into the Start Date field.
    Step 21

22. Click in the End Date field.

    Step 22

23. Press [Backspace].

    Step 23

24. a valid value
     e.g.
    Enter
     "08/31/15"
     into the End Date field.
    Step 24

25. Click in the Institution field.

    Step 25

26. a valid value
     e.g.
    Enter
     "Skillsoft"
     into the Institution field.
    Step 26

27. Click the Vertical scrollbar to move down the page.

    Step 27

28. Note: Every employee is allotted $2500 annually for tuition reimbursement.

     

    The Remaining Cap displays your total reimbursement balance remaining for the calendar year. The Remaining Cap balance will be updated each time you submit a supplemental learning request.

    Step 28

29. Click in the Price field.

    Step 29

30. Enter the total cost of the course into the Price field.

     

    a valid value
     e.g.
    Enter
     "175"
     into the Price field.
    Step 30

31. Notice the Remaining Cap balance reflects a deduction of $175. The total went from 2500 to 2325 once the price was entered.

    Step 31

32. a valid value
     e.g.
    Enter
     "1"
     into the Education Units field.
    Step 32

33. a valid value
     e.g.
    Enter
     "13546"
     into the Employee ID field.
    Step 33

34. a valid value
     e.g.
    Enter
     "No"
     into the Complete: Yes/No field.
    Step 34

35. Click the Save button.

    Step 35

36. Notice the message indicating the supplemental learning, Advanced Excel, has a status of Pending Approval.

     

    All initial approval requests will be routed to your manager. Once approved by your manager, the request will then automatically be routed to the OPD Manager for final approval.

     

    As the requestor, you will be notified by email if your supplemental learning request was approved or denied. Receiving an "Approved" notification from the OPD Manager is your indication to complete the learning event.

    Step 36

37. Click the Home link.

    Step 37

38. Click the Sign out link.

    Step 38

You have completed the topic "Submitting a Supplemental Learning Tuition Reimbursement Request".

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