Step 3 of 3: Send it out

How to assign training manually

Open Requirements, click Assign on the training, check the people who need it, and set a due date. Each person gets an email with their own private link. For training that whole roles or every new hire should get, use a Smart Assignment instead so it happens automatically.

Steps

1. 1 Go to Requirements and click Assign on the course or policy.
2. 2 Check each employee who needs it, or use Select all, Add a role or the search box.
3. 3 Set when it's due: a number of days from today or from their hire date, or one specific date for everyone.
4. 4 Choose whether it repeats, for example every year.
5. 5 Click Assign to N people.

Good to know

• Employees get an email right away, and reminders before the due date.
• Anyone who already has the training open is shown as already assigned, so there are no duplicates.