Set Future Assignment Dates

You can schedule a course or learning path to be assigned on a specific future date. 

Navigation: UKG Learning > Academy WorkspaceTraining AdminManage TrainingCourses or Learning Paths

  1. Select the course or learning path from the list. Use the search field and filter drop-down menus if needed.
  2. Expand the Enrolled Learners section on the Course panel.
  3. Select Assign Training.
    assign training page.jpg

You can also use the Team workspace:

Navigation: UKG Learning > Team Workspace Self-Paced TrainingAssign Training

  1. Select the Courses or Learning Paths tab.
  2. Use the checkboxes to select the course(s) or learning path(s) to assign.
  3. Select the Next button.

Both methods bring you to the Select Users step of the Assign Training process. 

Assign by Person

  1. Use the list to locate the learner(s) to assign and select the + (plus) icon. The learner moves to the Selected column.
  2. At the Future Assignment Date field, enter a date.
  3. (optional) Add a Due Date. 
  4. (optional) Add a custom message to explain the future assignment reason.
  5. When finished, select Schedule Assignment

Assign by Criteria

  1. Select a Job.
  2. Select the Above Units.
  3. Select the Units
  4. (Optional) Use the Choose Additional Fields dropdown to use any custom fields you may have for your academy.
  5. Select the Add More Job/Unit Criteria link to Combine Assignment or Unassignment Rules.
  6. Add a date in the Future Assignment Date field.
  7. Select the Schedule Assignment button.

Once you have scheduled your assignment, expand the Scheduled Assignments block to review scheduled assignments. All scheduled assignments are presented in this block, regardless of whether they have been completed (strikethrough text) or not. Selecting an assignment allows you to edit or delete it. 

Note:
All scheduled assignments are one-time only and do not repeat or rerun.

Update Future Assignment Rules

Navigation: UKG Learning > Team Workspace > Training Rules > Assignment

  1. Locate and select the course with the scheduled assignment.
  2. Select the edit icon (pencil) for the assignment you need to update. The assignment displays in an Upcoming state.
  3. Update the Future Assignment Date to your desired date.

  4. Save your changes.

Was this article helpful?
0 out of 0 found this helpful