Learning: assignment rules, sessions, learning paths, evaluations, compliance training, certifications and licenses, skills and an outside LMS

HRMS › Learning & Development: courses assigned by rule, with reminders and a repeat when they lapse; instructor-led sessions with places and a wait list, which employees register for and cancel themselves in My Learning; learning paths taken in order; evaluations asked for when a course is completed; the compliance-training report; certifications and licenses with expiry alerts and a renewal task; a skills inventory measured against each job; and an outside learning platform such as Aspire exchanging courses, enrolments and completions.

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• HRMS › Learning & Development › Learning: Training Courses, Course Enrollments, Training Assignment Rules, Training Sessions, Session Attendance, Learning Paths, Learning Path Courses, Learning Path Assignments, Course Evaluations, Completion History, Compliance Training, Programme Effectiveness.
• HRMS › Learning & Development › Certifications & Skills: Certifications & Licenses, Skills, Skills Inventory, Job Skill Requirements, Skills a Course Teaches, Skill Gaps.
• HRMS › Learning & Development › LMS Integration: LMS Connectors, LMS Sync Runs, LMS Error Log.
• Roles: Learning & Development Administrator runs all of it (performance screens read-only, except development plans); Human Resources has full access; HR Auditor reads (it reads the HR screens but not payroll, which is the Payroll Auditor’s — a company can give a person both). Employees use Employee Self Service › My Learning, My Certifications & Licenses and My Skills; managers Team Learning and Team Skills (their direct reports only).

Training Assignment Rules

1. New rule: a Name, and a Course or a Learning path — one of the two (“A rule assigns a course or a learning path -- one of the two”).
2. Who it reaches: Job, Position, Department (And the units under it), Location, Employment type, New hires only with Hired within (days). Blank criteria reach anybody; filled ones must all match.
3. When: Days to complete (from the day it is assigned; for new hires from the hire date), Repeat every (months) — blank is once — Remind (days before due) and Tell the manager (days overdue).
4. Save. The rule runs every morning; Run now does it at once: “<Safety induction>: <12> enrolled, <3> re-opened for recurrence, <40> already on it (<55> reached).” Nobody is ever removed.

When a repeating course falls due again the completed enrolment is re-opened with the anniversary as its due date; the earlier completion stays in Completion History. Employees are reminded when the due date nears, on the day, then weekly while overdue (“Training is <3> days overdue: <course>”), and the manager is told once when it is overdue by the escalation days.

Courses, sessions and learning paths

• Training Courses now have Category, Provider, Valid for (months) — how long a completion counts — Pass mark (a course with one is completed by its assessment, not by the learner), Ask for an evaluation, Open for self-registration (anybody may register for its sessions from My Learning; off, only people on the course) and Id in the learning platform. Compliance training marks a course as mandatory; the box by itself enrols nobody.
• Training Sessions: Course, Starts, Delivery (in_person, virtual, hybrid), Location or Virtual link (an https:// address), Instructor and Places. Register adds a person; once the places are taken they are wait-listed: “<2> registered, <1> wait-listed (the session is full).” When a registered place is cancelled — by the employee in My Learning, or by HR marking it cancelled on Session Attendance — the longest-waiting person is moved up. Mark attendance records attended, absent, excused or cancelled; Complete session completes the course for everybody marked attended.
• Learning Paths: courses in order. With Courses in order the next course is enrolled when the one before is completed; otherwise all at once. Assign gives the path to an employee with Complete by; Learning Path Assignments shows Completion %.
• Course Evaluations: a rating from 1 to 5 (Overall, Content, Instructor, Relevance), Would recommend and Comments, given from My Learning once the course is completed. Programme Effectiveness sums them per course, with Evaluations awaited.

My Learning: registering for a session

1. Employee Self Service › My Learning › Register for a session lists the sessions still to come of the courses you are on, and of courses open for self-registration. Or choose Register on a course’s row for a session of that course.
2. Pick the Session and confirm: “Registered for <TS000012>.” A full session puts you on its waiting list: “<TS000012> is full: you are on the waiting list, and are moved up if a place frees.” The Registration column shows registered or waitlisted.
3. One place per course: “You already have a place on <TS000011> of <Forklift safety>: cancel that registration first.”
4. Cancel registration on the course’s row gives the place up before the session starts: “Your registration for <TS000012> is cancelled. Your place went to the next person on the waiting list.”

Evaluations asked for

• A course with Ask for an evaluation asks for one when it is completed — by HR, by a session, by the learner or from the LMS. The learner is mailed at once with a link to My Learning, sees Evaluation asked on the course and “<1> course evaluation(s) to give” on the My learning card of My Workspace.
• Completing such a course yourself says so: “<Forklift safety> completed. Please evaluate it: choose Evaluate on the course.”
• The daily Training reminders and escalations job (HR-LEARNING-REMINDERS) asks for any it did not see and reminds weekly until the evaluation is given — three mails in all.
• A completion more than 30 days old — last year’s records imported, for example — asks nobody.

규정 준수 교육

Compliance Training lists every assigned course and whether each person is Compliant today — completed, and the completion still valid — with Due, Overdue and Days overdue. Filter Mandatory to Yes for the mandatory-training report. A re-opened recurring course still counts as compliant until the earlier completion lapses.

Certifications & Licenses

1. Record what a person holds: Type (certification or license), Name (for example <Forklift operator>), Issued by, Number, Jurisdiction, Issued, Expires, Required for the job, a Renewal course and the Skill it confirms.
2. Every morning the employee and their manager are alerted at 90, 60 and 30 days before expiry and on the day. At the first alert a renewal task is raised, due on the expiry date, and the renewal course is enrolled.
3. Renew records the New expiry (later than the current one) and number: “<CRT000014> renewed to <2028-03-31>; it needs verifying again.” Verify marks it checked against the evidence.

An employee adds their own under My Certifications & Licenses; it stays pending until HR verifies it.

기술

• Skills is the catalogue (Code, Name, Category, Top level). Skills Inventory holds who has which skill at what Level, its Source — self, manager, course, certification or import — and whether it is Verified.
• Completing a course raises the skills in Skills a Course Teaches to their level, verified (never lowering one; with a pass mark, only when passed). An active credential raises the skill it confirms.
• Job Skill Requirements say what a job or a position needs; Skill Gaps shows Required, Held and Gap per person.
• An employee assesses themselves under My Skills, unverified; a verified level is changed only by the manager under Team Skills: “<Welding> is verified at level <3> (from your <course>); ask your manager to change it.”
• HR’s Verify on Skills Inventory marks a skill checked. The level is optional: blank verifies it as it stands, a level such as <3> corrects it (the source becomes manager). A level outside the skill’s scale, or not a whole number, is refused: “The level must be a whole number on the skill's scale”.

An outside learning platform: LMS Connectors

1. New connector: Code and Name, Platform Aspire or Other LMS (generic) — Aspire starts the field mapping from Aspire’s export headings (CourseID, CourseCode, CourseTitle, EmployeeID, CompletionDate, Score …). Field mapping changes only what differs.
2. Transport file: Import file (What the file holds: courses, enrollments or completions; CSV, Excel or text, at most 20 MB) and the Export buttons for courses, enrollments and completions.
3. Transport rest: a Base URL starting https://, Authentication (none, basic, bearer, api_key) and Set credential; Test connection says “Reached it: <24> course(s) offered.”; Pull now and the Schedule (hourly, daily, weekly) exchange by themselves.
4. Employees matched by employee_no or email; A completion enrols if not enrolled; Create courses not seen before.

LMS Sync Runs lists each exchange: Read, Created, Updated and Refused. A row that could not be taken stays in the LMS Error Log with why; put the mapping or the master data right and choose Reprocess, or Dismiss it.