During training creation, choose who should receive the training, set a completion deadline, and decide whether to notify employees. You can also create the training without assigning it and assign it later from Catalog.
Contents
Before you begin
You have permission to create training.
You have completed the Details and Content steps.
Assign training
After completing the Details and Content steps, select Next: Assign.
To assign the training now, leave Save without assignment cleared. Under Audience, select one of the following:
Everyone: Assign the training to all employees.
Specific group: Open the Select group(s) field, choose one or more groups, and select Done.
Specific employee: Open the Select employee(s) field, select one or more employees, and select Apply.
Review the audience summary, then configure the deadline and notification settings described below.
To create the training without assigning it, select Save without assignment. You do not need to select an audience. Continue to Next: Review, review the settings, and select Create training. You can assign it later from Catalog.
Choose a due date
Under When is it due?, choose one of the available scheduling options.
X days after assignment – Each employee's due date is calculated from the date the training is assigned.
Fixed date – All assigned employees share the same due date and time.
X days after hire date – Due dates are calculated from each employee's hire date.
No due date – Assign the training without a completion deadline.
Depending on the option you select, configure the appropriate scheduling information.
For X days after assignment, enter the number of days.
For Fixed date, select the calendar date and time.
For X days after hire date, enter the number of days.
When you select X days after hire date, the deadline is calculated from each employee’s hire date. For employees hired earlier, the deadline may already have passed, so the assignment may appear overdue immediately.
Notify assignees
If assigning the training now, select Notify assignees to send employees a notification with the due date and a link to the training.
Field definitions
Field | Description |
|---|---|
Save without assignment | Creates the training without assigning it. You can assign it later. |
Audience | Determines who receives the training. |
Everyone | Assigns the training to all employees. |
Specific group | Assigns the training to selected groups. |
Specific employee | Assigns the training to selected employees. |
X days after assignment | Calculates the due date from the assignment date. |
Fixed date | Uses the same due date and time for every assignee. |
X days after hire date | Calculates the due date from each employee's hire date. |
No due date | Creates an open-ended assignment. |
Notify assignees | Sends employees a notification when the training is assigned. |
What happens next
Select Next: Review.
Review the training details, completion method, recurrence settings, content, audience, deadline, and notification settings, as applicable.
Select Create & assign to create the training and assign it to the selected audience. The button label reflects the selected audience. If you selected Save without assignment, select Create training instead.
After assignment, track employee completion under Overview on the Training page. Training created without assignments is available under Catalog for assignment later.