Assign Programs
This task
enables you to add programs to the training requirements of an employee
or a group of employees.
For example, your employer has a program called
Customer Relations, which includes a series of courses aimed at improving
customer service skills. Management has determined that all employees
in the Customer Service department must complete this program. You can
use the Assign a Program task to add the program to the training requirements
of everyone in the Customer Service department.
To Assign a Program to Employees
- Select Training > Tasks > Assign Programs.
- Select the program you
want to assign to employees. The Assign a Program page opens. This page
shows all the employees who are currently assigned to the selected program.
- Click Add. The Assign
a Program to Employees page opens. This page contains two tabs: Employee
Criteria and Defaults for Each Program. These tabs enable you to specify
the employees to whom you want to assign the program and specify default
enrollment information.
- On the Employee Criteria
tab, choose the specific group of employees to be assigned a program.
The Employee Criteria tab is identical to the Standard
Criteria tab on the report group dialog box used for generating standard
reports.
- On the Defaults for Each
Program tab, specify default enrollment information for the selected employees.
The selections you make are displayed on
the Program Detail page of the employees to whom you assign the program.
Refer to Training
Programs for additional information.
- When you are finished
specifying your employee criteria and program defaults, click OK. You
will receive a verification message box indicating how many employees
will be added to the list of employees assigned to the program. If only
one employee will be added, the verification message box will specify
the employee. Click Yes to add the employees to the list or No to return
to the page without adding the employees.
Note: Employees you
select on the Assign a Program to Employees page will not be added to
the list of employees assigned to the program if they are already in the
list or they have already completed the program.
- If you want to save the criteria you have established for
this task, click the Save button. The next time you assign a program
to employees, the settings are already defined for you. This feature comes
in handy if you assign programs to the same group of employees on a frequent
basis.
- If you have entered new criteria for the task but want to
return to the last settings you saved, click Restore.