HR assigns a course and the employee completes it
Who is involved
| Role | What they do |
|---|---|
| HR manager | Assigns the course to a department. |
| Employee | Takes the course and earns the certificate. |
Step by step
- HR manager
Opens Team learning, presses Assign training, picks the course and the department, ticks Mandatory training and sets a due date (or asks the Copilot to do the same).
What they see:A toast says how many people were enrolled; the Team learning list shows each one with the due date.
- Employee
Opens My courses.
What they see:The course, not started, with 0 percent progress.
- Employee
Works through the lessons and passes the quizzes.
What they see:Ticks on finished lessons and a rising percentage.
- System
Completes the enrolment when all lessons are done and the average meets the pass mark.
What they see:The course shows Completed and a certificate is created with its expiry.
- HR manager
Reads the employee's certificates through the Copilot or the application programming interface (API).
What they see:The new certificate with its issue and expiry dates.
Who is told what
By default each newly enrolled employee who has a linked login gets an in-app notice, New training: the course, naming a required course and the date to finish by (the notice can be changed in notification settings; an employee with no login is not told). Assigning the same course again enrols and tells the person again.
Related
- Learning & Certification (LMS)
- HR Management
- A candidate is registered, called in, tested and certified
- A certificate is issued by an examiner and revoked by a manager
- A counter payment becomes a tax invoice the accountant can see
- Learning centre till payments become tax invoices
- Passing a course updates the HR skill record
- Team workflows