•  This subsection explains the process of defining various categories of educational assistance offered by the organization, such as Time Off With Half Pay, Time Off With Full Pay, Scholarships, Study Loans, and Reimbursements.

How to Set Up Categories for Study Programs

• This subsection details how to add and manage a list of approved institutions of study, such as universities and colleges, that employees can attend using the company's education assistance program.

How to Set Up Institutions

• This subsection explains how to create a list of approved disciplines of study, such as Information Technology or Accounting, that employees can pursue using the company's education assistance.

How to Set Up Disciplines of Study

• This subsection guides users through setting up annual budgets for each category and discipline of study, including alerts for budget overruns and restrictions on editing referenced records. It provides instructions on how to allocate budget amounts for various disciplines and categories within a specific year.

How to Set Up Annual Assistance Budget for Education Support

• This subsection details the process of entering and managing employee requests for study programs. It highlights the importance of data integrity by ensuring that proposed programs align with pre-set budgets for the respective category, discipline, and year. 

How to Propose an Employee for a Discipline of Study

•  This subsection explains the functionality for recording and tracking the disbursement of funds for approved study programs, including calculations for disbursed amounts, remaining balances, and restrictions on multiple disbursements per employee.

How to Manage Study Loans/Scholarships

• This subsection guides users through managing employee reimbursements for study loans or scholarships upon successful program completion. It outlines the procedure for recording payments, calculating total and balance amounts, and managing individual employee reimbursement records.

How to Track Re-imbursements for Support Programs