When you assign training through automated assignment rules, a user may qualify for the same training through more than one rule. If the user stops matching one rule, UKG Learning checks whether another active rule for that training item still applies before it removes the assignment.
If another matching rule applies, the user remains enrolled through that rule. If no other matching rule applies, UKG Learning unassigns the user according to the rule configuration.
This behavior keeps training assignments aligned with users’ current criteria when multiple rules can assign the same training item.
Example
You may have more than one automated assignment rule for the same training item. For example:
- Rule A assigns a course to users in a specific job and Above Unit or Unit.
- Rule B also assigns the same course.
A user may initially enroll through Rule A. Later, the user may stop matching that rule because its criteria change, the rule is deleted, or the user’s organizational structure changes.
UKG Learning then checks whether the user matches another active assignment rule for the same training item.
When another rule applies
Rule criteria change
A user is enrolled in a course through Rule A. You update Rule A’s criteria, such as the job, Above Unit, or Unit filters, and the user no longer matches the rule.
If Rule B is active for the same course and still matches the user, the user remains assigned through Rule B. The user is not unassigned.
Rule deletion
A user is enrolled in a course through Rule A, and you delete that rule.
If Rule B is active for the same training item and still matches the user, the user remains assigned through Rule B and keeps access to the training.
Organizational structure change
A user is enrolled through Rule A, which is based on the user’s job, Above Unit, or Unit. The user’s organizational structure changes, so they no longer match Rule A.
If Rule B applies to the same training item and matches the user’s updated organizational structure, the user remains assigned through Rule B.
Multiple alternative rules apply
A user stops matching Rule A, and more than one other active rule for the same training item applies. For example, both Rule B and Rule C match the user.
The user remains assigned through the first matching rule that the system identifies.
When no other rule applies
If a user stops matching Rule A because the rule’s criteria change, the rule is deleted, or the user’s organizational structure changes, UKG Learning checks for another active rule for the same training item.
If no other rule matches the user, UKG Learning unassigns the user from the training item. The user may be assigned again later if they match another applicable rule or receive an assignment through another available method.
Due dates when an enrollment moves to another rule
When an enrollment moves from one matching rule to another, its existing due date does not automatically change to match the new rule’s due-date configuration. The due date carries over from the original assignment. If the new rule uses a different due-date setup, review and update the enrollment’s due date manually.
Review assignment rules
If a user remains enrolled after a rule changes or is deleted, check whether another active assignment rule still applies. Review the rules for the same training item and compare their criteria with the user’s current profile, such as job, Above Unit, or Unit.
Key takeaway
When a user stops matching an assignment rule, UKG Learning checks whether another active rule for the same training item applies. If one does, the user remains enrolled through that rule. If none does, UKG Learning unassigns the user.