Setting Learning Paths to Assign on a Future Date

You have the option to schedule a Learning Path assignments to be made one-off, on a specific future date.

Navigation

In the left navigation, make sure you are in the Academy Workspace.

When in the Academy Workspace, select Training Admin for all Training Administration options. 

Select Manage Training and then select Learning Paths.

Select the desired Learning Path to go to its settings.

Click on the three dots on top and select Assign to assign the Learning path to your employees.

Note: Another option to get here is through the Team Workspace.

When in the Team Workspace, select Self-Paced Training and then select Assign Training.

Navigate to the Learning paths tab.

You are then landing into the Assignment Panel, where you will be given the option to assign the Learning Path either to specific employees (By Person), to a group of employees based on their job and location (By Criteria), or to a pre-made group (By Group).

See also: Create Groups

By Person

To assign an individual to this Learning path, simply click the plus ("+") symbol beside their name in the left-hand column.  Their name will then appear in the right-hand Selected users column.
To remove an individual from the list, click the Minus("-") symbol.

After selecting the desired individuals, you can select the future assignment date that you need this course to be assigned to the selected users. 

Assign Prerequisites: If the Learning path that you want to assign is configured with prerequisites (either course prerequisites or Learning paths prerequisites) the Assign Prerequisites checkbox will be visible on that page so that you can decide if you also want the prerequisites to be assigned to the selected audience.

You can give them a due date by typing in either the number of days in which they have to complete the Learning path or a specific date by which the Learning path needs to be completed. 

Please note that in both cases, the due date is being defined based on the logged-in user's (assignor's) preferred timezone.

By Criteria

Click on the By Criteria option and select the job(s) to which this assignment is associated.

Then, select both the desired Above Units and Units in their respective columns, filtering using the drop-down menus, if needed.

You can also filter the users based on custom fields that you have set up for your Academy by clicking the "Choose Additional Fields" dropdown. There you will also find the Academy Join Date and Hiring Date fields as options for filtering. 

The number of individuals affected will appear below.

You can also apply the “Preferred Content Language” filter to assign the learning path only to members who have a specific language selected as their preferred content language.

Select the future date that you need this course to be assigned to the selected users.

Add a due date and a custom message, if you want to, and click on the Schedule Assignment button when finished.

With regard to the Due date field, you can give them a due date by typing in either the number of days in which they have to complete the course or a specific date by which the course needs to be completed.

Assign Prerequisites: If the learning path you are assigning includes prerequisites (such as courses or other learning paths), the “Assign Prerequisites” option will appear on this page. Select this option if you would like the prerequisites to be automatically assigned to the selected audience as well.

Important note: Scheduled assignments are one-off assignments.

Once you have scheduled your assignment, you will be able to find it under the Scheduled Assignments block.  All of the scheduled assignments are presented in this block, regardless of if they have been completed (strikethrough text) or not.