Workflow automation for learning enables admins to assign courses automatically to employees.
Assign Courses to Users
To create learning automation:
Step 1: Navigate to Admin > Automation
Step 2: Click Add Workflow to create a workflow.
Step 3: Type your workflow title.
Step 4: Select the trigger point.
You can select the following trigger points:
When a user is “added”
When a user is “updated”
When a user is “added or updated”
Step 5: From "Conditions," select the field and the operator. You can assign courses to the users based on the date of hire, department, business unit, job title, manager, and tenure.
Step 6: In this scenario, select the field as “Date of Hire,” the operator as “Is,” and select the hire date.
Step 7: Click +Add Condition to add multiple conditions.
Step 8: Switch the toggle button to All to assign the course only when all the conditions are satisfied.
Example: If the conditions added are the date of hire as March 1 and the location as Los Angeles, the courses will be assigned to the users only if they are located in Los Angeles and their hired date is March 1.
Step 9: Switch the toggle button to Any to assign the course when any of the given conditions are satisfied.
Example: If the conditions added are the date of hire as March 1 and the location as Los Angeles, the courses will be assigned to the users who are located in Los Angeles or whose hired date is March 1.
Step 10: From the “Actions” drop-down, select Assign Course.
Step 11: Select the courses you want to assign and click Save.
Step 12: Switch the Due Date toggle button to Yes to set the due date for the course assigned.
Example: If the due date for a course is set to 7 days, the user should complete the assigned course before 7 days.
Step 13: To schedule the action for a specific time period, switch the Schedule toggle button to Yes.
Example: If the course is scheduled for 2 days, the course will the assigned to the users after 2 days.
Step 14: Click Save to save the setting.
Step 15: The workflow is now created.