Assign learners to a program or certification

Once you've created a program or certification and added content you can start assigning the learners who will need to complete the program/certification. You can do this using the Assignments tab. Users can be assigned by organisation, position, audience, management hierarchy, and/or individually.

Once learners are assigned to a program/certification, they will be provided access to enrol in each selected course.

When adding learners to a program, open the Assignments tab in the relevant program and follow the below steps.

Adding learners by organisation

One way to assign learners to programs and certifications is based on your organisation's hierarchies.

1. Navigate to the program/certification and select the Assignments tab.
2. Select Organisations from the Add a new dropdown menu and click Add.
3. Select the Add organisations to program button.
4. Select the required organisational framework from the dropdown box.
5. Browse through the organisations or Search for a specific organisation.
6. Select the name of each organisation to be added. Organisations from different frameworks can be selected.
7. The selected organisations(s) appear under the Items to add area.
8. Select Ok to complete the organisation selection or Cancel to exit.
9. Select All below to include all users in the hierarchy structure below the selected organisation.
10. Enter an Assignment due date.
11. Repeat steps 1-9 to add another organisation(s).
12. Select Save changes.

Adding learners by position

Another way to assign learners to programs and certifications is based on the position hierarchies you've set up.

1. Navigate to the program/certification and select the Assignments tab.
2. Select Positions from the Add a new dropdown menu and click Add.
3. Select the Add position to program button.
4. Select the required positional framework from the dropdown box.
5. Browse through the positions or Search for a specific position.
6. Select the name of each organisation to be added. Positions from different frameworks can be selected.
7. The selected position(s) appear under the Items to add area.
8. Select Ok to complete the position selection or Cancel to exit.
9. Select All below to include all users in the hierarchy structure below the selected position.
10. Enter an Assignment due date.
11. Repeat steps 2-10 to add another position(s).
12. Select Save changes.

Adding learners by audience

If your users are already assigned to audiences, you can choose to assign entire audiences to your programs and certifications.

1. Navigate to the program/certification and select the Assignments tab.
2. Select Audiences from the Add a new dropdown menu and click Add.
3. Select the Add audiences to program button.
4. Browse through the audiences or Search for a specific audience.
5. Select the name of each audience to be added.
6. The selected audience(s) appear under the Items to add area.
7. Select Ok to complete the audience selection or Cancel to exit.
8. Enter an Assignment due date.
9. Repeat steps 2-8 to add another position(s).
10. Select Save changes.

Adding learners by management hierarchy

You can also assign learners based on their position in a management hierarchy by following these steps:

1. Navigate to the program/certification and select the Assignments tab.
2. Select Management hierarchy from the Add a new dropdown menu and click Add.
3. Select the Add managers to program button.
4. Browse through the user list or Search for a specific manager.
5. Select the manager name(s) then choose the appropriate job assignment(s) applicable to the program assignment.
6. The selected manager(s) and their job assignment(s) will appear in the Items to add area.
7. Select Ok to complete the manager selection or Cancel to exit.
8. Under the For column, select direct team to add the manager’s direct reports or all below to add both their direct and indirect reports.
9. Enter an Assignment due date.
10. Repeat steps 2-9 to add another position(s).
11. Select Save changes.

Adding individual learners

Finally, you may want to add individual learners to programs and certifications. To do this, follow these steps:

1. Navigate to the program/certification and select the Assignments tab.
2. Select Individuals from the Add a new dropdown menu and click Add.
3. Select the Add individuals to program button.
4. Browse through the user list or Search for a specific individual.
5. Select the name of each individual to be added.
6. The selected individuals(s) appear under the Items to add area.
7. Select Ok to complete the selection of individuals or Cancel to exit.
8. Enter an Assignment due date.
9. Repeat steps 2-8 to add another position(s).
10. Select Save changes.