Assign and Track Training

Enrol people, a department or everyone on a course with a due date, and follow progress, quiz scores and overdue training.

Enrolling people

  1. On the LMS page or in HCM β†’ Training & LMS, find the course and click Enrol.
  2. In Enrol employees, choose who to enrol:
    • Specific people β€” pick one or more employees.
    • Department β€” everyone active in that department, including its sub-departments.
    • Everyone β€” every active employee.
  3. Set a Due date if there is one, then click Enrol.

Anyone already on the course is skipped, so nobody is enrolled twice. The summary tells you how many were added.

People can enrol themselves

Published courses appear under My Learning β†’ Browse courses. Anyone can start one from there with Start course; it then shows under My courses like an assigned course.

Following progress

Expand a course to see its enrolments. Each row shows the employee, modules completed, progress, quiz result, status and due date, and overdue enrolments are flagged. Use All enrolments or Overdue training on the LMS page to see every course at once.

StatusMeaning
Not startedNothing done yet
In progressSome modules done, or quiz not yet passed
CompletedEvery module done and the quiz (if any) passed. The completion date is recorded

When a quiz attempt includes a written answer, the Quiz column shows Awaiting marking until a trainer marks it on the Marking tab. See Marking Written Answers.

Giving someone more quiz attempts

If a course limits quiz attempts and someone has used them all, click Reset quiz attempts (the circular arrow) on their enrolment row. Their earlier attempts stay on record with their scores, but no longer count towards the attempt limit or the wait between attempts, so they can take the quiz again straight away.

To correct a record β€” for example when someone did the training elsewhere β€” open the enrolment, adjust the Progress, Status or Due date, and click Save changes.

The LMS page also shows Total Courses, Published, Total Enrollments, Completed, In Progress and Avg Progress. LMS β†’ Reports goes into more detail.

Reminders

Learners are reminded when training is due within 3 days. Once it's overdue, their line manager is reminded too. See Getting Started.

Certificates and renewals

Completing a course doesn't expire. If a qualification needs renewing, record it as a training record with an expiry date. See Issuing and Managing Certificates.

For your IT team

  • POST /lms/courses/:id/enroll-bulk takes employeeIds, a departmentId or all: true, plus an optional dueDate.
  • GET /lms/enrollments lists enrolments across courses, with an overdue filter.
  • POST /lms/enrollments/:id/reset-attempts resets someone's quiz attempts.

Where to go next

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Assign and Track Training β€” Training & Learning | Plenix Cloud Docs