I have created a new hire program of courses I am looking to automatically assign. When I am creating a smart group it only gives is/ is not variables. Any recommendations?
As long as the new learning program has the smart group enrolled, then it will auto enroll the users of that smart group into the program. You can verify this by looking at the Learners tab on the program itself. You will see the individual members of the smart group in there.
We assign our new hire orientation program to the "All Learners" group, which is a native Bridge group that houses all of your active learners. Whenever a new learner is created in Bridge, they will automatically be added to the All Learners group by default and the new learner will get assigned to the program automatically. If you already have a bunch of learners who have completed new hire orientation in the past, be sure to remove them from the program's "Learners" tab so they don't have to re-take the program.
I have the same issue however would prefer not to have to go down the "All Learners" path as sometimes we add learners who don't need to do our New Hires program. Does anyone know of another option?
We just asked this question in our implementation call and were told to manually add them as they were hired to the program
Thanks Jill - I was just told the same thing by Bridge - hopefully they will enhance the smart groups soon as regular manual activity such as this is not ideal :-)
If we have different type of New Hire Training (Manager/Non-Manager) is the only way to do it manually, or is there a way to set groups to auto enroll?
We have 'hire date' as an attribute in our CSV and 'is manager' in our CSV; could you set up a smart group based on those attributes? You'd still have to set the group up manually but if you have several users that are new each week/month; it may be easier than manually adding them. We only have 5-6 new hires a week so we'll have to manually add them to each learning plan.
This should definitely be a topic to vote on, I think auto enrollments based on hire date and status would be great! (and editing the program lengths, our programs are stacked out to 100 days or more because of the course due date configurations)
Thank you!! We are going to try some different options - we will probably end up manually adding to a manager/non manager group as we have a auto CSV coming from our payroll system. We will have to play around with any manager fields we can pull from our payroll system. We are in the same boat as far as 5-6 new hires a week so it's not the end of the world, but would be helpful! Thanks for your suggestions!
You can create custom fields in Bridge by uploading a CSV file. Each column on the CSV file represents a field in Bridge. Check out the documentation:
How do I enroll learners in a group with a CSV file?
We created a custom Manager field, so that when we add a new hire in Bridge, we indicate whether they are a manager or not (true/false). The Manager smart group we created then auto enrolls new managers into the group using a smart group "rule" that says if the user is a manager, then add them to this smart group.
This adds them to the new group but does it also assign them the new learning program?
Wonderful! We go live with ours today so we may use that function, thanks!
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