Training Program Scheduling and Due Date Rules
Set when a training program starts and choose how its deadline is calculated: a fixed date, or a number of days after the assignment, the employee's hire date or the training start date.
Where do I set the due date for a training program?
Open the training program editor (Add Training Program, or Edit on a draft program) and go to Scheduling. There you set the Training Start Date and choose a Due Date Rule.
How do I set the schedule step by step?
Open the training program editor: Add Training Program, or Edit on a draft program.
Go to Scheduling.
Set the Training Start Date, the date when the training becomes active. This field is required.
Choose a Due Date Rule.
Complete either Due Date or Number of Days, depending on the rule you selected.
Click Save Draft.
What are the available due date rules?
Fixed Date: a specific due date, the same for everyone. Best for compliance campaigns with a single deadline.
Days from Assignment: due a number of days after the user is assigned to the training. Best for rolling assignments.
Days from Hire: due a number of days after the employee's hire date. Best for onboarding. If a user has no hire date recorded, the days are counted from the assignment date.
Days from Effective Date: due a number of days after the training's effective date, which is the Training Start Date you set.
What should I enter when I use a fixed date?
Select Fixed Date and set the Due Date. It is required and must be after the start date. If it is not, you see Due date must be after the start date and need to adjust one of the two dates before saving.
What should I enter for the day-based rules?
Select Days from Assignment, Days from Hire or Days from Effective Date and enter the Number of Days. It is required and must be at least 1.
What happens if I change the start date later?
With Fixed Date, the due date still has to stay after the start date. With Days from Effective Date, the deadline moves with the new start date.
Review both fields before publishing so the training opens and closes when you expect it to. Once the program is published, the Edit action is no longer shown; use Unpublish to return it to draft if you need to change it.
Can a training program repeat automatically?
Not from the editor. It has no recurrence option, so the programs you create there are one-time assignments and the Recurrence column of the Training Programs list shows One-time for them. To run the same training again, use Duplicate on the program and publish the copy with new dates.