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Enroll by hire dates

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    Amy Skyles

    Hi Emily,

    I had an idea, but it didn't work. So I'm going to share something that won't work to save you the effort. I thought that adding enrollments using CSV might allow you to set a future date. I tried it, but when you do the upload, there isn't an option to select the enrollment date - only due date. So Bridge basically leaves that piece of info off, even if it's on your CSV. 

    Amy

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    Amy Skyles

    Here's a new post with the same interest.

    Amy

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    Elyce Chavez

    We are finding that we also need to be able to assign due dates/enrollment dates based on hire date or other customize parameters.  Hopefully there are options soon. 

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    Chris Clark

    Bubbling this back up. Any updates? We have compliance training that must be completed within a certain number of days of hire, but we cannot set a due date that works with the requirements because users get assigned the course as soon as they are provisioned in the system. Our IT team sets them up a week prior, but it varies by the actual day. I've had some new employees start only to have overdue courses already on their first day, and others miss the deadline. If you can't do due dates based on hire date, can you at least prevent users from being assigned courses before their start date? 

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    Lee Bennett

    Really interesting that this has been in the world of requirements for 4 years now.  

    This seems to be an ongoing challenge, and I wondered if anyone had found the Journeys tool a viable alternative with the option to be able to delay enrolments for a set period etc.

    Please share any thoughts and findings before I start redesigning our whole LMS,

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    Chris Clark

    Thank you Lee...I remain interested in this topic. I would think you could use Journeys to delay enrolments for a set period of time, but I still have issues with this based on Start Date and the user provision process through Okta/SSO. 

    If Bridge cannot/will not recognize Start Date, what are others doing to work around this issue? From an HR perspective, it seems odd that a learning platform would allow users to perform training and/or explore a learning library before their start date...I would think there are concerns about logging time before someone is being paid by a company. Even if that is not a concern for others, this one issue has prevented us from automating (with high reliability) the assignment of certain onboarding courses along with check-ins at a 90-day mark or any other time interval post Start Date. 

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    Lee Bennett

    Hi Chris, is your instance of Bridge stand alone or integrated to your HR System?

     

    We use our HR reporting tools to control this.  Users don't appear on the daily upload until their first day of employment, regardless of how long ago their contracts etc were returned.  


    This creates the reverse problem of what you are experiencing, whereby we can't get information out to employees before their first day or employment.

     

    The search for the one best version continues.

     

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    Chris Clark

    Our users are provisioned by Okta via SSO. An employee feed runs from our HR system to Okta which, then, runs to Bridge. Our users cannot access Bridge unless they are "active" employees. 

    Our IT team had to add some processes on their side that prevents Okta from sending a provisioned user to Bridge until close to their start date. We tried to do the actual Start Date, but based on the timing of feeds and any other changes that could be going on within the company we ran into issues with employees not having access on their first day because of limits on the amount of changed data that Bridge can handle. 

    I believe that so few customers use Okta that the problem lies with that integration, but maybe not. 

    I used Absorb for several years and was able to build all of the training and follow up touch points and surveys based on actual Start Date, so I admit that I got comfortable with it. 

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    Stephanie Kemp

    Hey, Lee Bennett and Chris Clark! Don't hesitate to join our office hours if you want to talk through any of this. Our customer success team is happy to advise on some best practices and/or workarounds.

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