Use Case - Create a Dynamic New Hire Group

In this example, an organization has created training for newly hired employees. The organization would like the system to assign to all new hires automatically and continuously. To do this, they must first create a dynamic group which checks the system for newly hired users each day and adds them to the group. After creating the new hire group, as described below, you can use the Learning Assignment Tool to create a dynamic learning assignment to assign newly hired users training on an ongoing basis.

Create a Dynamic Group

On January 1, 2017, an organization wishes to create a group which automatically accumulates new employees on an ongoing basis, which will be used later to automatically assign a New Hire Orientation course to all new employees hired after a certain date.

  1. An administrator begins creating a group called, “2017 New Hires,” and rather than uploading or adding a list of individual users (static criteria), the administrator adds dynamic criteria: Original Hire Date is on or after January 1, 2017, and Original Hire Date is on or before December 31, 2017.
  2. The administrator saves the group. Because the group utilizes dynamic criteria, the group processes once daily at an administrator-defined time (specified via a back end setting) and searches for any additional users who meet the criteria. When new users are added to the system with a hire date on or after January 1, 2017 on their user records, they will be automatically added to the 2017 New Hires group the next time the group processes.
  3. It may be necessary for the administrator to wait up to ten minutes for the group to initially process, at which point the existing new hires for 2017 will be added to the group. Once the group has been processed for the first time, it can be used to automatically assign training to new hires on an ongoing basis.

Dynamically Assign Training to New Hires

After creating a dynamic new hire group, you can use the group to dynamically assign newly hired users training on an ongoing basis by using the Learning Assignment Tool. For a use case detailing how to create a dynamic learning assignment, See Dynamic Learning Assignment - Create.