Assigning Courses, Programs, and Tasks to an Employee Group

The Employee Group Assignments page allows you to assign courses, programs, and tasks to a selected employee group.

NOTE: Prior to making any group assignment, carefully review the list of employees included in the group to ensure that the list is accurate and up-to-date. Additionally, you should review the course/program details, assignment rules, and notification rules before assigning.

Assigning a Course

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

NOTE: Manual course assignments are immediate and are non-recurring. Additionally, email notification of the assignment is determined by the notification rule(s) designated for the course assigned.

To assign a course to an employee group:

1. Click the Group Assignments option in the Employee Groups tab menu. The Employee Group Assignments page displays.
2. Locate the desired employee group using the Employee Group Search.
3. Click the Assign Course button located in the Group Employees section. The Group Course Assignment Details page displays.
4. Click the Select Course button. The Course Search pop-up window displays.
5. Located 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 Employee Group Assignments page displays and the newly assigned course will display in the Assigned Courses section of the Home Page for each employee that is a member of the selected group.

Assigning a Program

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

NOTE: Manual program assignments are immediate and are non-recurring. Additionally, email notification of the assignment is determined by the notification rule(s) designated for the program assigned.

To create a new program assignment:

1. Click the Group Assignments option in the Employee Groups tab menu. The Employee Group Assignments page displays.
2. Locate the desired employee group using the Employee Group Search.
3. Click the Assign Program button located in the Group Employees section. The Group Program Assignment Details page displays.
4. Click the Select Program button. The Program Search pop-up window displays.
5. Locate the desired program by either scrolling/paging through the program listing or by entering information into the search section and clicking the Search button.
6. Click the Select button located to the left of the program you want to assign. The selected program number and title display in the Program field.
7. Enter the date the program 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. Enter the appropriate number of days into the Completion Grace Days field.
9. Click the Save button. The Employee Group Assignments page displays and the newly assigned program will display in the Assigned Courses section of the Home Page for each employee that is a member of the selected group.

Assigning a Task

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

NOTE: Manual task assignments are immediate and are non-recurring. Additionally, there is not an email notification sent to alert an employee of a new task assignment. The assignment simply displays on the employee’s Home Page.

To assign a task to an employee group:

1. Click the Group Assignments option in the Employee Groups tab menu. The Employee Group Assignments page displays.
2. Locate the desired employee group using the Employee Group Search.
3. Click the Assign Task button located in the Group Employees section. The Group Task Assignment Details page displays.
4. Enter the date the task 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.
5. Enter a description of the task to be completed into the Task Description field.
6. Click the Save button. The Employee Group Assignments page displays and the newly assigned task will display in the Assigned Courses section of the Home Page for each employee that is a member of the selected group.