How to assign training automatically with Smart Assignments
There are two ways to send training: automatically with a Smart Assignment, or manually. A Smart Assignment is the one to set up first. Pick the trainings, choose who gets them (everyone, or one role), and set a due date. Everyone who matches is assigned right away, and anyone you add later is assigned automatically.
Steps
- 1 Go to Smart Assignments and click New Rule.
- 2 Tick the trainings to send.
- 3 Set Audience to All employees, or to Specific role and choose the role.
- 4 Set the due date and, if needed, make it repeat every year.
- 5 Click Preview to see who gets what, then Create Rule.
Good to know
- Think of a role's Smart Assignment as a training folder for that job. One role can have several, for example core security training and role-specific courses with different due dates.
- Roles are set up under Team → Roles. See how to set up roles.
- When you add an employee, the form shows which trainings their role will give them.
- Moving someone out of a role does not remove training they were already given.
- To stop a rule assigning anyone new, click Pause on the Smart Assignments page. Existing assignments and their reminders carry on.