v7 FreeBalance Help

To CREATE an Education that describes the employee’s education levels, follow these steps: 

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new Educations information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code as required, and click on Active.

- Code: Educations unique identification code

- Active: Active Status - if checked, Scholastic Rank will become available.

4. Select the Degree from the drop down menu, and enter the graduation date in the Graduation Date field using the calendar button .

- Graduation Date: Year the employee graduated from the degree

5. Specify the Major Education Field from the drop down menu.

- Major Education Field: The field that the Education belong to

6. Choose the School Rank from the drop down menu.

- School Rank: Identifies the employee's ranking

7. Enter the School Start Year and  End Year in the fields provided

- Start Year: Start year of Education

- End Year: End year of Education

8. Enter the School Degree in the field provided, school degree refers to the final degree score obtained

9. To enter the School, if required, click on the Lookup icon, click on Find icon  to retrieve the School list, and then select the School. Refer to School for more information.

- School: The school attended to obtain the degree

10. Click on the Save icon  at the bottom to save your new Educations information.  A window will appear to confirm the new Educations creation.  Click OK to confirm.