Enrollment process

Prerequisites

Before any employee can be registered for a session, these conditions must be met:

• An activity must be in Needs Registration or Wait-listed status.

• If the activity uses sessions, at least one open session must exist for the activity.

  Note: If the activity does not use sessions, the resource activity is automatically assigned a Confirmed Registration status when it is assigned.

• Registration must be open for the session the employee wants to attend. Registration can occur on or after the registration begin date.

Registrants

• Employees can request a registration from their development plan or their Development Tasks list. Manager approval may be required for the registration.

  Employees can also select a session at the time that they request an activity.

• Managers can register a direct report from their Development Tasks list or the direct report's development plan.

  Managers can also select a session at the time that they assign an activity to a direct report.

• Mentors can register a mentee from their mentor Development Tasks list or the mentee's development plan.

  Mentors can also select a session at the time that they assign an activity to a mentee.

• Learning managers can register any resources for any activities that are in Needs Registration or Wait-listed status.

  Learning managers can also select a session at the time that they assign an activity to a resource.

Registration process

These are the main features of the registration process:

• When the learning manager approves the activity, the status changes to Needs Registration. The resource, resource's manager, or resource's mentor can then enroll in a session.

• Resources can be registered for an activity and session in one action or they can be assigned to an activity first, then registered for a session.

• Resources can enroll in multiple sessions of the same activity. For example, a resource can be wait listed for multiple sessions. After the registration is confirmed for one session, the other registrations are automatically canceled.

• If the organization requires manager approval for an employee-initiated registration, the activity is in Requested Registration status until the manager approves or reject it. The employee cannot request registration for another session until the registration request is processed.

  Note: The learning manager can also approve or reject a registration request on behalf of the manager.

  • If the registration request is rejected, the activity remains approved and the resource can request a registration for another session.

  • If the registration request is approved, the registration can be confirmed if space is available or wait listed, depending on the wait-listing rules.

• If the organization does not require manager approval of resource-initiated registrations, the registration can be confirmed if space is available or wait listed, depending on the wait-listing rules.

• At any time, resources can withdraw from a session, or their manager, their mentor or the learning manager can cancel the registration. This affects only the registration status, not the activity status. The resource can be registered for another session.

• If automatic email notifications are configured, notifications are sent whenever a registration is confirmed, wait-listed, cancelled, withdrawn, or rejected.