Provide CLE Records for an Exiting Employee

Task

This article lists the steps needed to print out a CLE Record, for an employee leaving the firm. 

Steps

1. In InstructorSite, from the main search bar, search for the employee. 

2. Select, the Plans tab. 

3. Scroll to the appropriate Plan, then select Print. 

4. Select, Save. The CLE report is able to be saved as a PDF, and can then be emailed to the employee. Or for a hard copy, the Destination for the CLE report can be changed to a printer, to be printed and physically handed to the employee.