How To Assign Users To Trainings

How To Assign Users To Trainings

Role: Admin & Managers.

Description: This article explains the process of assigning/enrolling users to courses. It covers how to assign participants manually or automatically, send confirmation emails, and track progress throughout the course.

Benefits:

  • Better Learning Outcomes: Assigning the right people to the right courses ensures they gain the necessary skills and knowledge.

  • Improved Organization: It helps keep track of who is enrolled in which course, making it easier to manage.

  • Efficient Tracking: You can easily monitor progress and completion rates to ensure everyone stays on track.

  • Time-Saving: Automating the assignment process reduces the time spent manually managing enrollments.

  • Clear Communication: Sending confirmation emails ensures everyone knows the details and expectations for the course.


Admins: 

Step By Step Guide: You may refer to the screenshots below for a step by step guide on how to Assign/Enroll People to Courses in Auzmor Learn.

To efficiently manage your training, Auzmor Learn allows you to assign participants from courses with just a few clicks. 

Note: The Admin can assign to any user in their LMS while Managers can assign training to only their respective reportees or team members.

Step 1: On your Admin Dashboard or Manager Dashboard, go to Training > Courses.




Step 2: Go to the respective course to be assigned to the users then click on Enrollments > Add New Member.


Step 3: There are 2 options to enroll users to a course:

Option 1. Search & Select the Users / Team you want to add

A. To add individual members, Click on Add New Member > Select People & Teams > Go to People Tab > Search & select Learners.




* Once selected, click on ‘’Show Selected’’ to verify, and then click on Assign.




B.  To assign course to the entire team, Click on select people & Teams > Go to Teams Tab > Select Teams. 

Note: The benefit of assigning courses to a Team is to help with training automation. Any time a new member is added to that respective team, this course will automatically be assigned to that individual.



* Once teams are selected, click on ‘’Show Selected’’ to verify, and then click on Assign.




Option 2: Bulk Enroll using a spreadsheet to add multiple users at once.
  1. Click on Add New Member > Go to Bulk Upload.
  1. Click on ‘Download sample XLSX Template to download the Excel file. 



  1. Once downloaded, fill in the relevant details such as Email ID/Username of users needing to be assigned, make the Completed Status as ‘Assigned’, and leave the Completion Date ‘blank’ [For assigning the course]. 


  1. Then click on browse to add the saved sample file and click on Apply. 




Once applied the course will be assigned to the respective learners.

Note:  
- Kindly follow the same steps to assign any trainings to the learners [Courses,Paths & Events]. 

Managers:

- Managers can assign the courses to their Reportees as needed.
- They need to perform the similar steps as stated above as per the permission granted by the admins for the respective trainings.