How to Assign Learning Plan by Employee

Managers are able to assign Learning Plans to their direct reports, but not create learning plans. An Admin will need to create the learning plan. Learning plans can consist of multiple training items the employee would need to complete, like a course, task, evaluation (if you have performance), or a Knowledge Base Document.

Navigating to Assign Learning Plan by Employee

From the top menu, click Manager Tools and click Assign Learning Plan by Employee.

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  1. Select the employee(s) from the menu. Click Save to select the employees.

    Assign_Plan_by_Emp_-_Select_-_00.png

  2. Learning plan assignments will appear below with the following options:
    • Delete - Click to delete a learning plan from an employee.
    • Add New Item - Click to assign a new learning plan to the selected employee(s).

    Assign_Plan_by_Emp_-_Menu_-_01.png

  3. Select a Learning Plan from the drop-down menu.

    Assign_Plan_by_Emp_-_Add_-_02.png

  4. Click Assign to Employee.
  5. Upon assignment, the plan will appear for the employee in the following areas:
    • On the employee's dashboard within the "My Training" widget.
    • Under the My Learning Plans section within the LMS.

Learning Plans can also be auto assigned by Group(s) and/or Job Code(s) by the Admin. Instructions can be found here.

Delete a Learning Plan from an Employees Profile

Deleting a learning plan will remove any current and future assignments of the learning plan for the employee. Anything the employee has already completed will remain in their My Training History.

  1. Select the employee(s) from the menu. Click Save to select the employees.

    Assign_Plan_by_Emp_-_Select_-_00.png

  2. Learning plan assignments will appear below with a list of current learning plan assignments.

    Assign_Plan_by_Emp_-_Menu_-_01.png

  3. Click Delete.

    Assign_Plan_by_Emp_-_Delete_-_00.png

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