Creating, Editing, and Removing Course Assignments

The Employee Assignments page allows you to create, edit, and remove course assignments for an employee.

Creating a Manual Course Assignment

The following section describes how to make a one-time, manual course assignment for an employee.

NOTE: Manual course assignments are immediate and are non-recurring. If you want to set up an automatic and/or recurring course assignment for a select group of employees, please refer to The Assignment Rules Page entry and supporting entries (limited to the Training Admin function only).

To create a new course assignment:

1. Click the Assignments option located in the Employee tab menu. The Employee Assignments page displays.
2. Select an employee using the Employee Search. The Employee Assignments page populates with the selected employee’s details and assignments.
3. Click the Assign Course button located below the Employee Details section. The Assignment Details page displays.
4. Click the Select Course button. The Course Search pop-up window displays.
5. Locate the desired course by either scrolling/paging through the course listing or by entering information into the “Filter results by:” section and clicking the Search button.
6. Click the Select button located to the left of the course you want to assign. The selected course number and title display in the Course field.
7. Enter the date the course is due to be complete into the Due Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
8. Click the Save button. The Assignment Details page updates to display the assignment information you provided and the newly assigned course will display in the Assigned Courses/Tasks section of the employee’s Home Page.NOTE: After a manual assignment is created, the employee will receive email notification of the new assignment based on the notification rule(s) designated for the course.

Editing a Course Assignment

Once a course assignment has been made, you can choose to edit the completion due date if desired.

To edit a course assignment:

1. From the Employee Assignments page, select an employee.
2. Click the Edit button located to the left of the course you wish to edit. The Assignment Details page displays.
3. Enter the new date into the Due Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
4. Click the Save button to save the new due date.

Removing a Manual Course Assignment

If a manual course assignment is created incorrectly or becomes unnecessary, it is possible to remove the manual assignment altogether.

NOTE: Automatically generated assignments based on the established assignment rules for a course cannot be permanently removed since removal of such an assignment will cause the assignment engine to re-assign the course the following day. If an automatically generated assignment needs to be permanently removed, you must instead add a manual completion for the course noting the reason.

To remove a manual course assignment:

From the Employee Assignments page, select an employee.

1. Locate the course you want to remove.NOTE: Clicking the Remove button removes the assignment immediately without verification, so be certain you have located the desired course before moving to step 3.
2. Click the Remove button located to the left of the course you wish to remove. The course assignment is removed and will no longer display in the Assigned Courses/Tasks section of the employee’s Home Page.