Training Tracker

1. Training Tracker Data Management EHS & SUSTAINABILITY | QUALITY | RESPONSIBLE SOURCING | PRODUCT STEWARDSHIP | SECURITY | EQUIPMENT ASSET MANAGEMENT

2. Basic Info Requirement dates in Training Tracker are determined from the specifics of a site’s training matrix. The site training matrix enables application of training requirements to individual or groups of employees by hierarchical tiers. The default required date for an employee-course combination depends on key Course Attributes. • Course Type: Initial, Refresher, Initial/Refresher, or As Required • Frequency: Once Only, Recurrent, or As Required Requirement Dates • First-Time Date Required • Applies if the employee has never completed the course and is set by the latest of (1) the Employee Start Date or (2) Requirement Effective Date • Refresher Date Required • Is calculated automatically based on the date the course was last completed and the course frequency (annual, biennial, etc)

3. Date Management There are four features to help setup the desired requirement date for each employee-course combination for non “As Required” courses. Features • The Employee Assignment Start Date is the Date that the employee started in his/her current assignment at the Site. • The Requirement Activation Date is the employee-specific customization of First-Time Date Required. If this date is blank, the Assignment Start Date will be used to determine the default First-Time Required Date. • Must be <=90 days from employee’s assignment start date • The Requirement Effective Date is the date on which a requirement in a matrix is due. This is the earliest date a requirement will be due for an employee and it must be within 90 days from the Current Date. • The First-Time Date Required can be used to provide cushion for first-time requirements. First-Time Date Required is moved forward by X days from the default system calculated date. Employee Assignment Start Date Requirement Activation Date (RAD) First-Time Date Required “X-Days” Requirement Effective Date (RED)

4. Requirement Setup Requirement Effective Date (RED) First-Time Date Required: “X Days”

5. Employee Setup The Assignment Start Date is the date the employee started in his/her current assignment at the site. This date is part of the employee’s current record and is automatically updated to reflect changes to the employee’s record in Oracle HR or CDI and can be edited via the Edit Employees Page. The Requirement Activation Date (RAD) can be used to set an employee-specific customization of First-Time Date Required. If this date is blank, the Assignment Start Date will be used to determine default First-Time Required Date.

6. Course Assignment Example New Requirements is added… • Date the course is added to training Tracker = January 15, 2019 • Requirement Effective Date = February 1, 2019 • X Days = 30 Days Employee Requirement Scenarios • Employee A • Assignment Start Date = February 15, 2019 • Requirement Activation Date is NOT set • Employee B • Assignment Start Date = January 1, 2019 • Requirement Activation Date = March 20, 2019 • Employee C • Assignment Start Date = August 25, 2019 • Requirement Activation Date is NOT set

7. Training Tracker Tips. • Initial type course must be Once Only frequency • Refresher type course must have a specified frequency and be linked to an associated Initial course • Initial/Refresher type course must have a frequency of one of the following: Once Only, Monthly, Bi-monthly, Quarterly, Semi-Annual, Annual, Biennial, or Triennial • As Required type course cannot have a course frequency, must be As Required • Next required date for recurring courses is generated automatically from Course Frequency, Employee Assignment Date, and Prior Completion Date • Next required date for As Required courses must be specified for each individual employee requirement