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Home / Manager Topics / The Employee Assignments Page / Creating, Editing, and Removing Course Assignments for Managers

Creating, Editing, and Removing Course Assignments

The Employee Assignments page allows you to create, edit, and remove course assignments for employees who report to you.

Note: Some courses are automatically assigned to comply with federal and state laws. Before creating, editing, and removing assignments to an employee for compliance reasons, contact your human resources representative.

The following section describes how to make a one-time, manual course assignment for an employee.

NOTE: Manual course assignments are one-time; they do not automatically recur like automated assignments do. If you want to set up an automated and/or recurring course assignment for a select group of employees, please contact your System Training Coordinator.

To create a new course assignment:

  1. Click the Assignments option located in the Employee tab menu. The Employee Assignments page displays.
  2. Select an employee from the list of your employees shown. The Employee Assignments page populates with the selected employee’s details and assignments.  Employee Assignments page with the Assign Course button highlighted.
  3. Click the Assign Course button located below the Employee Details section. The Assignment Details page displays.
  4. Click the Select Course The Course Search pop-up window displays. Assignment Details page with the Select Course button highlighted.
  5. Locate the desired course by either scrolling/paging through the course listing or by entering information into the “Filter results by:” section and clicking the Search button. The Course Search pop-up window that appears when you click the Select Course button on the Assignment Details page with the Filter results by section highlighted.
  6. Click the Select button located to the left of the course you want to assign. The selected course number and title display in the Course field.
  7. Enter the date by which the course assignment should be completed into the Due Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.  The Assignment Details page with the Due Date field highlighted and the drop-down calendar showing.
  8. Click the Save The Assignment Details page updates to display the assignment information you provided, and a notification will appear at the top of the page to let you know that the assignment was created successfully. Once you verify the assignment click the Return button to return to the Employee Assignments page.  The Assignment Details page with the successful operation notification and Return button highlighted.The newly assigned course will display in the Assigned Courses/Tasks section of the employee’s Home Page. NOTE: After a manual assignment is created, the employee will receive email notification of the new assignment immediately. In addition, email reminders will be sent either weekly or monthly (based on the notification rule(s) designated for the course) until the assignment is completed.

Once a course assignment has been made, you can choose to edit the completion due date if desired. Note: If you did not make the assignment, contact your human resources office before editing an employee assignment to confirm you have permission.

To edit a course assignment:

  1. From the Employee Assignments page, select an employee.
  2. Click the Edit button located to the left of the course you wish to edit. The Assignment Details page displays. Employee Assignments page showing all of the currently assigned courses for a selected employee with the Edit button highlighted next to one assignment.
  3. Enter the new date into the Due Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed. The Assignment Details page with the Due field highlighted.
  4. Click the Save button to save the new due date. The Assignment Details page updates to display the assignment information you provided, and a notification will appear at the top of the page to let you know that the assignment was updated successfully.  The Assignment Details page with the successful operation notification and Return button highlighted.Once you verify the assignment click the Return button to return to the Employee Assignments page.

If a manual course assignment is created incorrectly or becomes unnecessary, it is possible to remove the manual assignment altogether.

NOTE: Automatically generated assignments based on established assignment rules for a course cannot be permanently removed since removal of such an assignment will cause the assignment engine to re-assign the course the following day. You can recognize an automated assignment because the “Assigned by” column for the assignment will be blank.  Contact your human resources representative if your employee has an automated assignment that needs to be remove.

To remove a manual course assignment:

  1. From the Employee Assignments page, select an employee.
  2. Locate the course you want to remove. Click the Remove button located to the left of the course you wish to remove. The Employee Assignments page with the currently assigned courses of the selected employee shown and the Remove button highlighted next to one of the courses.
  3. This will open a pop-up window which requires you to enter a reason for cancelling the assignment. After you enter the reason for cancellation, click the Confirm Cancellation button. The pop-up requiring a reason for canceling the assignment that appears when you click the Remove button next to a course on the Employee Assignments page.
  4. The course assignment is removed and will no longer display in the Assigned Courses/Tasks section of the employee’s Home Page.