Assign Training

This task includes instructions for creating an assignment.

1. Click Training. The Training and Assignments screen displays.
2. Click View All Training.
3. Highlight the training title you want to assign.
4. Click Assign below the training title.
   
   

   

   
   
5. On the Create Assignment screen, provide the following information, where applicable:
   • Add new trainees to your employee list by clicking on Create a New Trainee.
     Note: Employees added from here will automatically be added to the assignment.
   • Select existing employees for this assignment by clicking on Select Trainee(s). Add or remove trainees.
   1. Click on Assign to Trainees. The People Directory window displays.
   2. Search for the name of the trainee or scroll through the list of available trainees. Training may also be assigned to an entire department or location.
   3. Highlight the name(s) to be added to the assignment. The check box is checked.
   4. Click OK to add the trainee(s) or department/location(s) to the assignment and the system returns to the Create Assignment screen. The system confirms there are enough available seats for the number of trainees you entered.
      
      

      

      
      
   5. Enter OSHA Card Mailing Address.
   6. Specify the Start Date and End Date for your assignment.
6. Click Create to create the assignment(s). The assignment confirmation prompt displays.
7. Click Yes to confirm your assignment(s).

• OSHA Card Mailing Address
  
• Specify Assignment Start Date and End Date
  The start date must be set for each assignment. When assigning multiple assignments, click Copy Previous to set each following assignment with the parameters you have set for this assignment.
• Advanced Options
  Specify the notification you would like for your trainees to receive regarding their assignment. Expand the advanced options to view the notifications available for each assignment. When assigning multiple assignments, click Copy Previous to set each following assignment with the parameters from above.
• Assign Additional Training