From this page, required and recommended courses can be searched for, assigned by multiple variables in the system, and set up to automatically renew.

For an example of a required course, if all employees need to take "Understanding Sexual Harassment" annually, this is where you will set it up to automatically reassign annually with reminder notifications to go out to the employees.

Searching For Existing Required/Recommended Courses

1. Select the primary method to search for existing required/recommended templates. Selecting the "Search By" method may show additional fields to further filter the searches.

   

2. In the example below, we have used the "All Employees" option. You will see the course title if it's required/recommended, and who it is assigned to under the "Requirements" column.

   

Adding New Template

To create a new template/assignment:

1. Select Add New Item.

   

2. Select the desired course

   

3. Select if the course is Required or Recommended.
   • Required requires additional information (see Step #4)
   • Recommended requires a selection of variables to assign by (see #5 below)
4. If Required, decide which variable to assign by, then select the desired sub-items

    

   • Required For - Who the course should be required for:
     • Company Location
     • Department
     • Job Code
     • Group
     • Employee
       • Course will be assigned to selected employees
       • See note at the bottom of the page
     • Manager
       • Users with the Manager Role will be selected
       • Course will be assigned to the direct reports of the selected manager
     • All Managers
       • Course will be assigned to users with "Manager" role
     • All Employees
   • Recurrence
     • Annual - Course will be assigned to employees each year
     • Bi Annual - Course will be assigned to employees every other year
   • Start Date - When assignment is made.
   • Due Date - Date the course is to be completed by.
   • Email Reminder:
     • Once - Reminder will be sent based on designated "days before due date"
     • Daily
     • Every three days
     • Weekly
     • Bi-Weekly
     • Monthly
   • Start Sending - This option is dependent on having an email reminder. You will how many days before the due date the reminder should begin to be sent.
5. If Recommended, specify who it will be recommended to.

   

   • Recommended For - Who the course should be recommended for:
     • Company Location
     • Department
     • Job Code
     • Group
     • Employee
       • The course will be assigned to selected employees
       • See note at the bottom of the page*
     • Manager
       • Users with the Manager Role will be selected
       • Course will be assigned to the direct reports of the selected manager
     • All Managers
       • Course will be assigned to users with "Manager" role
       • All Employees
6. Click Save

Reminder notifications are based off Due Date and Days Before Due fields

* When Selecting Employees - Quickly identify one or more employees by using the type-ahead search or filtering by category. Categories available include: Manager, Location, Department, Job Code, Group, and Business Unit. Make selections, then click Save.