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Assign Content to Users Based on Hire Date

Idea created by Alissa Galyean

on Dec 12, 2017

Comment • 14

Open for Voting

Score97

+88 more

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

This idea was considered when developing our product plan for Q3 2019 and is not expected to influence development within Bridge at this time.
This idea will remain open for vote.
If this idea is in the top 10% by vote next cycle it will be reconsidered.

14 Comments

Lena Smith Dec 28, 2017 12:13 PM
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.
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Simone Thomas Jan 2, 2018 4:00 AM
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.
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Norma Miller Jan 4, 2018 10:07 AM
Great idea!
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Annaleigh McKay Jan 7, 2018 11:30 PM
This is an essential feature for Bridge - the ability to utilize Hire Date for Smart Groups to assist with onboarding.
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- Monique Mensah @ Annaleigh McKay on Jan 11, 2018 2:41 PM
  Annaleigh McKay
  
  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')
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  - Annaleigh McKay @ Monique Mensah on Jan 12, 2018 5:14 PM
    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?
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    - Monique Mensah @ Annaleigh McKay on Jan 16, 2018 5:12 PM
      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
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Steve Evans Jan 12, 2018 8:15 AM
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:

Advanced Logic for Smart Groups
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Holly Groszko Mar 1, 2018 7:27 AM
This would be so beneficial for us!
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Taylor Robuck May 23, 2018 9:31 AM
Alyssa Moody
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Greggory Wright Aug 21, 2018 9:25 AM
This would also be helpful in identifying new hires, since our systems don't have a "new hire" flag.
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Christina Williams Aug 23, 2018 6:40 AM
Yes, or to take it up a notch: After x-amount of days after hire date, certain courses/programs get assigned. That would definitely help from an onboarding perspective because we don't want people going in and completing everything day one.
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- Greggory Wright @ Christina Williams on Aug 23, 2018 11:22 AM
  Absolutely. One thing we are trying to identify are those who have left the company and come back. If they went through like orientation 10 years ago, well things have changed, and you need to redo it all, even 6 months ago.
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Annaleigh McKay Oct 3, 2019 9:33 PM
Yes we absolutely need this - managing new starters offerings difficult with current Bridge functionality.
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Assign Content to Users Based on Hire Date

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