PeopleMatter: LEARN: Administrators: How do I Assign a Course?

Assigning a course is Step Three in the overall process to create a course in LEARN.

To access Courses at any time, follow this path: Settings → Select your organization → LEARN/Manage Courses.

Select the course you want to edit.  Navigate to Step Three - Assign the Course and Save. 

Step Three - Assign the Course and Save

1. Courses can be assigned by Units and Jobs or Roles.
   1. • All Units and All Jobs:  By default, the course is assigned to All Units and All Jobs. To change to specific units, click the drop-down arrow and complete the prompts. To change to specific jobs, click the drop-down arrow and complete the prompts.
      • Roles:  If you want to assign a course by PeopleMatter User Role instead of Units and Jobs, click Roles and complete the prompts.
2. Click Next.
   
    
3. You will be prompted to select the Course Due Date. Click Set Course Due Date. 
   
4. To require this course, you will set the Course Due Date for current Team Members and future Team Members.  If you want to make the course optional, skip this step.

• • • The first field prompts you to Set a due date for current Team Members. To do so, click the checkbox called Require this course. Use the calendar to select the due date. There is a reminder that the course will not be reset for team members that have already taken the course.
    • The second field prompts you to Set a due date for future Team Members. To do so, click the checkbox called Require this course. A drop-down called Select Due Date will appear.  Click the drop-down arrow. For new hires, you can select from a list of options:
      • • Hire Date
        • First 3 Days of Hire
        • First Week of Hire
        • First Month of Hire
        • Select Due Date and choose a date using the calendar.
    • When finished, click Save.

• Make any additional edits to your LEARN course. Save your changes. 

Related Articles:

• PeopleMatter: LEARN: Administrators: How do I Create a Course? (video)