How can I assign courses to employees?

In Schoox, you have three different options for assigning courses:

  1. assign courses to specific employees
  2. assign courses to a group of employees based on their job and location
  3. 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 from the list, click the Minus symbol.


After selecting the desired individuals, you can give them a due date by typing in either the number of days in which they have to complete the course or a specific date by which the course needs to be completed. Please note that in both cases, the due date is being defined based on the logged-in user's (assignor's) preferred timezone.

Once you add value for the due date field, you will be able to see an extra checkbox “Unassign users once due date is missed''. Once selected, each user who is included in this assignment should be automatically unassigned from the course once the due date passes.

Add an attachment, if you want to, select if you want the prerequisites (if any) to be assigned too, and click on the Assign button.

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Each of these individuals will then receive a notification in Schoox, and an email if they've set up that functionality.

Please note that you have the choice to either assign this course to the selected individuals this one time or schedule a future, one-off assignment. Please check the following article for some more details in this: Can I set courses to be assigned on future dates?

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. Last but not least, you have the option to schedule the assignment to be made one-off, on a specific future date.

For more information on how to schedule the assignment to be completed on a future date, please check also the following article: Can I set courses to be assigned on future dates?

Under Advanced Assignment, select the specific job to which this assignment is associated

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Then, select both the desired Above Units and Units in their respective columns, filtering using the drop-down menus, if needed. By clicking on the view selected option, only the items that you have already selected will be filtered.

You can also filter the users based on custom fields that you have set up for your Academy by clicking the "Choose Additional Fields" dropdown. There you will also find the Academy Joined Date and Hired Date fields as options for filtering. 

The number of individuals affected will appear below.

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You have the option of using an extra filter in order to assign the course only to members who have a specific language set as a preferred Content language.

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Moreover, 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. To learn more about how to set an Automated Assignment Rule read here: How can I set auto assignment rules?

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