In Schoox, you have three different options for assigning courses:
- assign courses to specific employees
- assign courses to a group of employees based on their job and location
- assign courses to academy groups (an option available only for Admins and Group Creators)
For the third option (group assignment) please follow the link: How Can I Assign Courses To An Academy Group
The easiest way to start assigning a course to employees is to navigate to the desired course (not the course panel), and click the big blue Assign button.
You are then landing into the Course Panel, where you will be given the option to assign the course either to specific employees (Individual Assignment), or to a group of employees based on their job and location (Advanced Assignment).
1. Assign a course directly to employees
You can find individuals easier using the search field and drop-down filter menus.
To assign an individual to this course, simply click the Plus symbol next to their name in the left-hand column. Their name will then appear in the right-hand Selected column.
To remove an individual to the list, click the Minus symbol.
After selecting the desired individuals, you can give them a due date by typing in the number of days they have to complete the course in the Due Date field.
Type in a personalized message to them, if you'd like, and click Assign when finished.
Each of these individuals will then receive a notification in Schoox, and an email if they've set up that functionality.
2. Assign a course to a group of employees based on their job and location
You can also assign a course to one or more groups of people based on their job and location. Moreover, you can create an assignment rule to assign future hires automatically.
Under Advanced Assignment, select the specific job to which this assignment is associated.
Then, select both the desired Above Units and Units in their respective columns, filtering using the drop-down menus, if needed.
The number of individuals affected will appear below.
You have the choice of either assigning this course to this group this one time, and/or setting up a rule that will automatically assign individuals under these parameters in the future.
Check Automated Assignment Rule to keep make this assignment into a rule for future hires. Check Only to new hires if you ONLY want this to pertain to future hires, as opposed to assigning it now.
Add a due date and note as before, and click the blue Assign/Set button when finished.