Mass assigning resources to checklists

You can mass assign multiple resources to multiple checklists.

  1. Select Development Planning > Checklists > Assignment.
  2. On the Checklists tab, select the checklist or checklists to mass assign, and select Actions > Mass Assign Checklist.
  3. Specify this information:
    Note: All fields are optional
    Eligibility Group
    Note: Eligibility groups must be defined with a business class of WorkAssignment and a subject of HCMGroupWorkAssignmentCheklist.

    Select an eligibility group to assign the checklist or checklists to all the employees eligible for the eligibility group. If you specify an eligibility group in this field, it overrides any eligibility group defined for each checklist.

    If an eligibility group is defined on the selected checklists and you leave this field blank, the checklist is assigned to the employees that are eligible for the checklist eligibility group. If you select multiple checklists and they have different eligibility groups, each checklist is assigned according to its own eligibility group.

    Note: If you leave this field blank and a selected checklist is not defined with an eligibility group, no resource checklists are created for that checklist.
    Status

    If you leave this field blank, the Checklist Type Assignment Rule for this field is used.

    Select Active if you want the created resource checklists to be in Active status..

    Select Draft if you want only learning managers to view the resource checklists.

    Note: If you leave this field blank and this value does not exist for a checklist type, no resource checklists are created for checklists of that checklist type.
    Due Date

    You can let the due date default from the checklist or assign a new due date. The date must be in the future.

    Note: If you let the due date default from the checklists and the action cannot determine a due date for a specific resource checklist, the resource checklist is created in Draft status with a red alert.
    Development Period

    (Learning budgets are needed only if the checklists include activity components) Select the development period to be used to assign development activity components to a budget. If you leave this field blank, the system uses the start date of the activity and the resource's legal entity to determine the development period.

    Budget Category

    (Learning budgets are needed only if the checklists include activity components) Select the budget category to be used to assign development activity components to a budget. If you leave this field blank, the system uses the development period's default budget category.

    Request Origin

    (Learning budgets are needed only if the checklists include activity components) Select the origin of the request. Values are user-defined.

  4. Click OK to process the action immediately, or click Schedule to schedule the action to run at a later time.

    After the action is processed, the created resource checklists display in the Resources panel.