Assign Required Courses
This task
enables you to add courses to the training requirements of individual
employees or groups of employees.
For example, the Administration department has
just acquired a new software package, which everyone in the department
must learn. Add a course for the new software training to the course code
table. Then use the Assign a Required Course task to add the course
to the training requirements of everyone in the Administration department.
To Assign a Required Course to Employees
- Select Training > Tasks > Assign Required Courses.
- Select the course you
want to assign. The Assign a Course page opens, showing all the employees
who currently require the selected course.
Tip: To show employees
who have taken the course, select the check box in the lower left corner.
Only employees who are taking the course or have already completed it
are displayed. The More… and
Delete buttons are disabled.
- Click Add.
The Assign a Course to Employees page opens.
- This page contains two tabs:
Employee Criteria and Defaults for Each Course.
- You can use these tabs
to specify the employees to whom you want to assign the course and specify
default enrollment information.
- Employees you select on the Assign a Course to Employees page are not
added to the list of employees requiring the course if they are already
in the list or they have already completed the course. However, if the
course is associated with a certification with a renewal period, employees
who have already completed the course are added to the list of those requiring
the course, because they will need to complete the course again in order
to maintain certification.
- On the Employee Criteria
tab, choose a specific group of employees to be assigned a course. The
Employee Criteria tab is identical to the Standard Criteria tab on the
report group dialog box used for generating standard reports. For
detailed information on how to use this tab to select employees, see Standard
Criteria Tab.
- On the Defaults for Each
Course tab, specify default enrollment information for the selected employees.
- The selections you make on this tab are displayed
on the Requirements Detail page of the employees to whom you assign the
course. Refer to Required
Courses, for additional information.
- When you are finished
specifying your employee criteria and course defaults, click OK.
You will receive a verification message box indicating how many employees
will be added to the list of employees requiring the course. Click Yes to add the employees to the list.
- To save the criteria you have established for
this task, click Save. The next
time you assign a course to employees, the settings are already defined
for you. This feature comes in handy if you assign courses 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.