Enhanced Learner Assignment for Managers
Assign training using smarter options and real-time tracking. We streamlined the assignment process to help managers work more efficiently. You now have greater flexibility when selecting learners to assign to required learning, recorded external learning, or requested noncatalog learning. You now also have clear visibility into the status of each assignment.
Enhanced learner selection
The learner selection options were improved to simplify the process and give you more control over who gets learning assignments, based on your reporting structure:
Selection Type | What It Does |
---|---|
All Direct Reports |
Assigns learning to all of your direct reports without requiring individual selection. |
All Reports |
Assigns learning to your entire reporting hierarchy. This option isn't visible if you manage only individual contributors. |
Specific Direct Reports |
Lets you select one or more individuals from the list of your direct reports. |
Specific Reports | Lets you select one or more individuals from the list of your full reporting hierarchy. This option isn't visible if you manage only individual contributors. |
Assignee Selection Type List
Now, when you open the Person list, you see a populated list of possible learners. You can select multiple learners, and the Search option is still there to help you find individuals.
Multiselect Person List with Search
Advanced learner selection options
If you're a high-level manager, you also have these learner selection options.
Selection Type | What It Does |
---|---|
Person in org and all their direct reports |
Lets you select one or more individuals in your full reporting hierarchy to assign the learning to them and their direct reports. |
Person in org and all their reports |
Lets you select one or more individuals in your full reporting hierarchy to assign the learning to them and everyone reporting up to them. |
Assignment processing status and tracking
After submitting an assignment, you’re taken to the new Learning Assignments I Made page. This page shows the learning assignments you created. If you click an assignment, a drawer opens and shows the creation status for each learner. So you know right away if assignments were successful, are still processing, or encountered errors--with explanations for the errors. You can always get back to this page using the Actions menu on the Team Learning page.
Learning Assignment Drawer Showing the Creation Status for Each Learner
This enhancement streamlines the learning assignment process for managers, improving productivity. The clear visibility into assignment creation statuses provides real-time confirmation of their actions. This clarity helps prevent confusion and ultimately contributes to smoother learning assignment submissions.
Steps to Enable
You need to make the two advanced learner selection options visible, when appropriate. You can also specify what information to show for each person in the Person list.
Tips And Considerations
-
To view the most current assignment creation status for learners in the assignment I made drawer, close the drawer and then click the relevant learning assignment tile again. The drawer opens again with the updated statuses.
- The selection lists are secured by the same data policy securing the assignments appearing in team learning. This security ensures consistency between whose assignments you can see and who you can assign.
- Advanced learner selection options are available only if you're a higher-level manager and the options are made visible. The options are hidden by default.