Managers can assign Learning Plans by the employee, while an Admin can set up learning plans to auto-assign based on Job Code and/or Group assignment. Admins can also delete an assignment. If the assignment is deleted it is just for future assignments. If you have not created a learning plan yet, you can refer to Complete Guide to Learning Plans.

Assigning a Learning Plan

1. Select the Learning Plan to assign from the drop-down menu.

   

2. Two lists will appear for Job Codes and Groups. If the learning plan has been assigned by job codes and/or groups, it will be listed in the appropriate section.

   

3. Select Add New to either assign by Job Codes and/or by Groups.

   

4. A modal will pop up. Fill out the necessary information for the assignment:

   • Select Job Code and/or Group from the drop-down menu. Multiple job codes or groups can be selected.
     • When an employee is added to the job code or group, they will be assigned the learning plan automatically if they are added between the start and ends dates specified.
   • Add in the Start Date and End Date for the plan.

   

5. Click Save.

Deleting a Learning Plan Assignment

1. Select the Learning Plan to assign from the drop-down menu.

   

2. Two lists will appear, one for Job Codes and Groups. If the learning plan has been assigned by job codes and/or groups, it will be listed in the appropriate section.

   

3. Click Delete towards the left of the job code or group.

   

4. A confirmation modal will appear. Click OK to confirm the deletion of the assignment.