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If you’re looking to have New Hires auto assigned to a Learning Path when they join the firm, this topic guides you through the process.
You must have a Security Profile of User Administrator or Company Administrator in order to create and manage Groups.
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1.From the Library, or Users page, click the three dot Options menu, and then select Groups. 2.Click Add a new record on the toolbar. 3.Name your Group. 4.Select the Available for option(s).
5.Click . 6.By default, All users will be specified as the criteria. Click Add a new record on the toolbar to add the appropriate criteria to define the members of the Group. 7.Select the appropriate criteria in the Add Parameter(s) dialog box: a.Parameter Name – click the arrow to display a list of fields that are available in the User Details. b.Value(s) – click the arrow to display the list of associated values for the selected parameter. You can select more than one.
This group will include anyone with a Start Date of 3/1/2019 or later. a.Click . 8.As needed, add parameters to the Group by repeating Steps 6 and 7. When you add a parameter to a Group, you are setting an AND statement.
9.When all parameters have been added, click . |
Once Groups have been created, the group is available for auto-assignment to Learning Paths. This method automatically assigns a Learning Path to users based on Groups as defined in the Group Manager. For example, having a New Hire Group allows you to create a Learning Path specific to new users joining the firm without having to add them individually. 1.Navigate to the Library page. 2.Search for the Path, hover over the Path card, and then click the Edit record icon. 3.Select the Auto Assign tab. 4.Select the Group(s) to be Auto Assigned to the Path. 5.Click . |