How does your company handle vacation/holidays with determing Compliance Training required by date? For example, if a user is assigned a compliance training with initial required by date to be 15 days but during that time period, they are on vacation for 2 weeks, do you change the required by date or unassign then reassign when they return? Also during vacation the compliance training is revised, do you consider users on vacation then not assigning them the compliance training until they return from vacation? I am trying to see how other companies are handling this. I would appreciate any response in on this topic.
We have two situations below.
We have an Employee Status (Active, On Leave, Terminated), that we use in our Assignment Profiles which adds learners to curricula and removes them as their status changes in BizX.
Per the request of a manager, the admin uses the Required Due Date Editor to adjust the due dates. This gives you the most flexibility to adjust due dates per learner or group of learners.
I love your answer related to using assignment profiles with Employee Status of "Active" vs. "On Leave" to manage due dates for employees who are on leave. If I understand correctly, when an employee's status changes to "On Leave" the system removes the curricula that are assigned by the profile, and then the system adds those curricula back when the employee's status changes back to Active upon return.
1. Has your complained about the curricula being not assigned to someone while they are on leave? Perhaps the business team is trying to determine the number of people who have a procedure assigned through a curriculum, or pull the names of the employees who would be affected by an item revision, and the folks who are on leave, and having the people on leave not show up would cause them to be missed on the report. Has this been a problem for your compliance teams?
2. Do you have issues with curricula that have been assigned manually (by an admin or supervisor) getting unassigned when the employees goes on leave? My concern is that those curricula might not get reassigned manually upon return. Have you had that issue?
I love your assignment profile strategy! Yet these questions would need to be addressed for us to implement something similar. Would love to hear your thoughts!
Mary Katherine Johnson
Feel free to set up a meeting with me at firstname.lastname@example.org. I’d love to collaborate.
Just wanted to throw this out there for PTO more than 10 business days.
We are re-purposing Region ID on the learner interface to PTO Status. Learners will be able to indicate themselves on PTO on more than 10 days.
**Note - this affects learning only and does not do anything in Core HR/Benefits, etc.