Transitions Rules Behavior When New Hire Period or Rule Criteria Change

This article explains how the system handles scheduled assignments for new hires and what happens when transitions rules are edited after users have already been matched.

Use Case Scenario

An admin has reduced the duration of the New Hire classification in their Academy Settings from 60 days to 5 days.

Their Transitions Rule includes scheduled assignments, such as:

  • Assign Learning Path 1 immediately

  • Assign Learning Path 2 after 3 days

  • Assign Learning Path 3 after 10 days, etc.

What happens to scheduled assignments after the new hire period ends?

A user is added to the academy and matched to a New Hire Transitions Rule during their 5-day new hire window. That rule includes staggered assignments scheduled beyond that 5-day window. The system continues delivering the remaining scheduled assignments even after the user’s new hire period ends.

  • Once a user is matched to the transitions rule and added to the profile, all staggered assignments (learning paths or courses) are scheduled and will be delivered as planned.

  • The academy’s new hire setting (for example, 5 days) does not interrupt or cancel scheduled staggered assignments. Instead, it solely defines the initial eligibility for matching with the rule.

What happens if the transitions rule is edited after users have already been matched?

If the transitions rule is modified (for example, changes to job roles, Units, or Above Units), what is the impact on users who were previously matched and have already begun the transitions process?

  • If a user no longer matches the updated transitions rule criteria, they are removed from the transitions profile.

  • However, any training that was already assigned to the user remains and is not unassigned.

  • Users who are no longer part of the transitions profile do not receive any new assignments scheduled in the future.

Key Takeaways

  • It is safe to use short new hire periods (for example, 5 days) with long staggered delivery schedules, as the staggered assignments will continue after the new hire window ends.

  • Editing a transitions rule does not remove any already-assigned training from users who were previously matched.

  • Care should be taken when editing transitions rules mid-process, as it may prevent unmatched users from receiving future assignments.

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