This article explains how the system handles scheduled assignments for new hires and what happens when onboarding rules are edited after users have already been matched.
Use Case Scenario
An admin has reduced the duration of the “New Hire” classification in their Academy Settings from 60 days to 5 days.
Their Onboarding Rule includes scheduled assignments, such as:
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Assign Learning Path 1 immediately
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Assign Learning Path 2 after 3 days
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Assign Learning Path 3 after 10 days, etc.
What happens to scheduled assignments after the new hire period ends?
If a user is added to the academy and matched to a New Hire Onboarding Rule during their 5-day new hire window, and the rule includes staggered assignments scheduled beyond that 5-day window, the system will continue delivering the remaining scheduled assignments even after the user’s new hire period ends.
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Once a user is matched to the onboarding rule and added to the profile, all staggered assignments (learning paths or courses) are scheduled and will be delivered as planned.
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The academy’s new hire setting (e.g., 5 days) does not interrupt or cancel scheduled staggered assignments. Instead, it solely defines the initial eligibility for matching with the rule.
What happens if the onboarding rule is edited after users have already been matched?
If the onboarding rule is modified (e.g., changes to job roles, Units, or Above Units), what is the impact on users who were previously matched and have already begun the onboarding process?
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If a user no longer matches the updated onboarding rule criteria, they will be removed from the onboarding profile.
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However, any training that was already assigned to the user will remain and will not be unassigned.
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Users who are no longer part of the onboarding profile will simply not receive any new assignments scheduled in the future.
Key Takeaways
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It is safe to use short new hire periods (e.g., 5 days) with long staggered delivery schedules, as the staggered assignments will continue after the new hire window ends.
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Editing an onboarding rule does not remove any already-assigned training from users who were previously matched.
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Care should be taken when editing onboarding rules mid-process, as it may prevent unmatched users from receiving future assignments.