Mass assigning activities

You can assign a activity to multiple direct or dotted line reports en masse.

To mass assign a activity

  1. In Manager space, select Develop Employees > Mass Assign Activity.
  2. Specify this information:

    The fields will vary based on your organization's country configuration and whether your organization uses learning budgets.

    Reporting Type

    You must select either a reporting type or specific resources.

    If you select a reporting type in this field, you can further restrict the resources for whom the goal is created by selecting a position, location, or organization unit.

    Select Resources

    If you do not select a reporting type, you must select at least one resource. Select the Select Resources check box to display all the resources to whom you can assign the activity, then select the resources.

    If you select resources, you should not select a position, location, or organization unit.

    Position

    If you select a position, only direct reports that have the position in their active work assignments will be assigned to the selected activity.

    Location

    If you select a location, only direct reports that have the location in their active work assignments will be assigned to the selected activity.

    Organization Unit

    If you select an organization unit, only direct reports that have the organization unit in their active work assignments will be assigned to the selected activity.

    Activity

    Select the activity you want to mass assign.

    Start Date

    (Learning budgets only)Specify the start date for the activity.

    Due Date

    Specify the due date for the activity.

    Session

    (No learning budgets) If you select a session, do not select Allow Resource to Select Session.

    If this option is selected, the selected employees will be assigned to the selected activity with a confirmed registration or wait listed for this session.

    • If an employee is already assigned to the same activity with this same session (in Confirmed Registration, Requested Registration, Wait Listed, Failed To Complete, or Complete status), the activity is assigned with a status of Needs Registration. You will have to resolve the duplication manually.

    • If the session is full and waitlist is not enabled, then the activity is assigned with a status of Needs Registration.

    Allow Resource To Select Session

    (No learning budgets) If you select this option, do not select a session.

    If you select this option, the activity is assigned with a status of Needs Registration.

    Required

    Select this check box if the activity is required.

    Priority

    Specify a priority number for the activity. This is informational only.

    Request Origin

    (Learning budgets only) Select the origin of the request.

    Comments

    Add additional comments.

  3. Click OK to process this action.

    or

    Click Schedule to schedule this action for a later time or date.