Assigning Learning Directly from the User entity

Objective

After completing this lesson, you will be able to assign learning to end-users directly from the User entity.

Manually Assigning Learning to the User Entity

To assign items to a single learner, go to the Assigned Items tab within the user's entity. This process, known as assigning a free-floating item, involves items not linked to any curriculum or program. Such assignments are one-time requirements, meaning there are no retraining periods. The retraining defaults of the item are ignored. Once a free-floating item assignment is made, the item will appear on the user’s Learning Plan regardless of whether the learner has previously completed the item.

When assigning free-floating items directly to the user the item default values for initial number and initial period are used to calculate the Required Date field. If the item entity has a default value for Assignment Type, such as required or optional, that value will automatically populate the Assignment Type field. The Administrator can edit the Required Date and Assignment Type fields for the items assigned as free-floating items by using the Edit button. The Administrator may remove any free-floating items from this tab as well.

Items assigned through curricula cannot be removed individually, nor can their Assignment Type be modified by the administrator. However, administrators can still edit the Required Date for all items listed on this tab.

By default, the Assigned Items tab shows outstanding items, both optional and required, but it does not display completed items unless they need to be completed again.

Assigning curricula and programs directly to a user, is done in a similar fashion. Navigate to the respective entity tab to add the learning events as previously described.

Assign Learning Directly to a User Entity

Follow these steps to assign learning directly to a user entity:

Steps

Navigate to Learning Administration → People → Users
Search for and select a user.
Select the Assign Items/Curricula/Programs entity tab(s).
Use the Plus icon to search for and select the entities you are going to assign.
The figure below illustrates direct assignment of an item to a user entity. Select the Assign Items tab and the plus icon to add an item and directly assign it to the user.

Result

You have assigned learning directly to a user entity.

Assign Items Directly to a User

Business Example

In this exercise, you will manually assign Items directly to a User entity.

Steps

Search for user Lyndsey Abel and assign an asbestos course to this user.
1. Log in to SAP SuccessFactors HCM as a Learning Administrator and navigate to Learning Administration → People → Users.
2. Enter Abel in the Last Name field.
3. Choose Search.
4. Choose the user ID link.
5. Select the Assigned Items tab.
6. Choose Add Assigned Items (plus icon).
7. Enter asbestos in the keyword search.
8. Choose Search.
9. Select the Add checkbox next to an item(s) to add.
10. Choose Add.
11. Choose Edit (pencil icon).
12. Locate the Item(s) in the displayed list.
13. Add/edit the Required Date using the calendar icon.
14. Select an assignment type from the drop-down menu.
15. Choose Save.

Assign Curricula Directly to a User

Business Example

In this exercise, you will assign curricula directly to User entity.

Steps

Search for user Lyndsey Abel and assign an asbestos curriculum to this user.
1. Log in to SAP SuccessFactors HCM as a Learning Administrator and navigate to Learning Administration → People → Users.
2. Enter Abel in the Last Name field.
3. Choose Search.
4. Choose the user ID link.
5. Select the Curricula tab.
6. Select Add Curricula.
7. Enter asbestos in the keyword search field.
8. Choose Search.
9. Select the Add checkbox next to the Asbestos Training curriculum.
10. Choose Add.
11. Verify the curriculum Asbestos Training is added to the Curricula tab of the user entity.
12. Select the Assigned Items tab (if necessary, use the scroll left button to locate the tab).
13. Verify the items from the Asbestos Training curriculum have been added.

Summary

Administrators can manually assign standalone items, curricula, or programs to users via the Assigned Items tab.
Free-floating items are one-time assignments and bypass retraining rules, appearing on the user’s Learning Plan regardless of past completion.
Default values for Required Date and Assignment Type auto-populate but can be adjusted by administrators.
Curricula-linked items cannot be individually removed or modified, except for the Required Date.

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