Required Training Tagging (Early Adopter)

Prior to this enhancement, it was difficult to tell which training was required when leveraging groups, training purposes, custom fields, or learning assignment data. Therefore, customers needed the ability to track the training that is required.

With this enhancement, Required Training Tagging allows organizations to monitor required training assignments better. Administrators can tag training as needed while assigning it to learners and tie it to a requirement to ensure better visibility and tracking. The purpose is to recommend a learner to take a training deemed "required." The requirements descriptions are client-specific and give learners and managers a better understanding of why the training is assigned.

The Required Training Tagging feature offers the following functionalities:

  • Ability to create and manage a client-specific “requirements” catalog.
  • Ability to create learning assignments and tie them to the new requirements.
  • Ability to edit existing learning assignments and tie requirements to them.
  • Enhanced visibility of required training on the Learner Home and Transcript.
  • Ability to integrate a dedicated widget on the welcome page.
  • New fields in reporting and new reporting logic for required training.
  • A new set of permissions that drive the new functionality.

Important: Versioning scenarios are not fully supported at the start of user acceptance testing (UAT). Customers who use versioning should not self-activate Required Training Tagging until versioning scenarios are fully supported. This is targeted, but not confirmed, for UAT 3. Please watch for further updates regarding support for versioning scenarios.

Activating Required Training Tagging

As the Required Training Tagging is released as an Early Adopter with the March 2024 release, it is not activated by default. We expect this feature to be generally adopted by March 2025.

The Required Training Tagging requires activation via Feature Activation Preferences. To do this, go to ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES > FEATURE ACTIVATION PREFERENCES. In the Activate Required Training Tagging section, click ACTIVATE. Once activated, this preference cannot be deactivated.

Note: It is advised to test this first in stage or pilot before activating this in the production environment, as this action cannot be undone. If you have custom inbound data feeds bringing in transcript registration and completions, please connect with your account team, as these feeds need to be updated on the Cornerstone side.

The Required Training Tagging provides additional features as part of the Learning product suite. Activating the Required Training Tagging brings in a new type of administrative justification called “Requirement.” Requirements will be used in the Learning Assignment System (LAT) and visible on the user's transcript and reporting.

Activating the Required Training Tagging introduces the following new features under the Learning Preferences page:

  • Activate Requirements for Required Training Assignments
  • Manage Training Requirements

How Does this Enhancement Benefit My Organization?

  • It gives better visibility to all involved personas, from learners and managers to compliance officers and training administrators.
  • The administrators can track required training assignments more efficiently.
  • Administrators can tag which assignments are required and which requirement(s) they cover.
  • Provides better insights into which trainings are required and why. Managers can now better help team members prioritize.
  • It gives better visibility into assigned required training on their transcript. Knowing why training has been assigned helps to set priorities.


  • Required Training Tagging is the first block of our larger Required Training Project. More information on this project can be found in the Client Success Center, Cornerstone Beta Community, Learning.
  • Required Training Tagging does not replace the availability type “Required,” which is not used for assignments.
  • Required Training Tagging only impacts the learner’s transcript via the Learning Assignment Tool; it means the training is assigned as needed.
  • We aim to finish the full Required Training Project by March 2025, after which the Required Training Tagging will be on by default for all clients.


The availability of this functionality is controlled by a feature activation setting, which is disabled by default. It can be self-activated via Feature Activation Preferences.


The following new permission applies to this functionality:

Activate Required Training Requirements Preferences Grants ability to activate Required Training Requirements by organizational unit. This permission can be constrained by OU and User. When activated, these reasons are available to administrators when assigning training from Learning Assignment Tool (LAT). Learning - Administration
Assignment Tool - Edit Required Training TAG and reason Grants the administrator the ability to edit the Required Training reason and TAG of dynamic learning assignments via the Assignment Summary page for the assignment. This permission can be constrained by OU and User's OU. Learning - Administration
Required Training Requirements Manage Grants ability to add and edit/update Requirements, which can then be made to appear or not appear at the organizational unit level to administrators when setting up Required Training Learning Assignments. This is an administrator permission. Learning - Administration
Remove Required Training Grants ability to remove required trainings if user has another training removal permission. This permission can be constrained by OU, User's OU, User's Corporation, User Self and Subordinates, User's Self, User's Direct Subordinates, and User. This is an administrator permission. Learning

The following existing permissions apply to this functionality:

Learning Features Self Activation Grants access to the Feature Activation Preferences page, where an administrator can activate new features associated with Learning, Connect and Extended Enterprise. Learning - Administration

Security Role

Upon release, the new permissions are automatically granted to the default System Administrator role. Administrators must grant this permission with the appropriate constraints to other roles, if necessary.