We have a few courses that are replacing old courses that we want to assign to new users who have joined the company/sub account without having to have all users take the course. We would love feature that allowed you to automatically assign a course, program, checkpoint, etc. to users who were added after a specific calendar date. Jeannine Orr
Due to having new employees starting at different dates in different locations the due dates of the individual courses don't always coincide with our processes. This means that in some cases (And due to our current onboarding process) a new employee may start 2 weeks after we have given them access and the due date for the course is within 2 days. It would be greatly beneficial for us to set up their Bridge account early but have their training only start on their start date.
This is an essential feature for Bridge - the ability to utilize Hire Date for Smart Groups to assist with onboarding.
I would LOVE if there was a greater than or less than option in Smart Groups. If you need a Smart Group for Onboarding, have you considered creating a new field for New Hires and adding a Y or N for the values?
Here at Instructure, we consider our new hires, new hires, for 90 days and have have been able to create a Smart Group using the rule New Hires (90 days) = Y.
Example of Formula we use: if(_days_between(current_date, [My Employees].[Summary].[Last Hire Date])<=90) then ('Y') else ('N')
Thanks Monique for this. As a temporary measure we have added a field that
indicates whether the person is a New Hire or not, but this column of data has to be manually added to
the CSV prior to upload as we have not integrated with our HRIS yet. When we
integrate we will need something automated. With the solution you suggest, have you implemented this as part of an
integration?
Hi Annaleigh,
I'm not sure what you mean exactly with integration. Please fill free to private message me.
The formula we use is created in our HRIS. When the CSV file is exported, it includes the column New Hire (90 days) with the values Y or N.
I hope this helps.
Monique
We currently use the approach Monique suggests, but it is by no means ideal. I agree that a simpler solution in the long run would be to have the ability to create groups based on fields like hire date. I listed other suggestions for groups here:
on Dec 12, 2017
I believe this would add tremendous value for us too. We are creating an onboarding process with several steps/tasks over the course of an employees first two years. This includes micro surveys, notifications, training courses, and live trainings. It would be fantastic if there were a way to automate the assignment of various items based on the hire date.