Learning Materials

Follow these steps to add a learning material using Settings and Configuration:

1. Go to Settings > Settings and Configuration > Learning.
2. Click Learning Catalog in the left panel and click Edit next to the Learning Materials setting name on the Basic tab. 
3. The Learning Materials list will open with learning materials grouped by type.
4. Click the new item button to add a learning material to the catalog.
5. Enter the learning material name as it will be displayed in the catalog into the Title field.
6. Select the type of the learning material you are adding from the drop-down list in the Material Type field. Availability of some of the fields depends on the material type you select:
   • Classroom – Use this type to create a classroom training. The course name and description will be available in the learning catalog. The Learning Managers will be able to schedule the trainings and the employees will be able to send participation requests.
   • Document – Use this type to upload a document that will be available from the catalog. The employees will be able to add it to their personal development plans and work with it.
   • E-Learning Course – Use this type to add an e-learning package to the catalog.
   • Quiz – Use this type to add a quiz to the catalog. Use Quiz Builder to create quizzes.
   • Web Link – Use this type to add course in the form of a Web link to a learning material published on the Web.
   • Video – Use this type to add a course in the form of a video. You can attach a video file, which can be played using the built-in Lanteria HR Media Player, or add a link to a video on an external resource, such as Youtube.
7. Select the category this learning material belongs to from the drop-down list in the Category field. 
   Note

   Please note that learning material categories are split into parent categories and subcategories. When selecting a parent category in the Learning Catalog or learning reports, information related to the subcategories will be displayed as well.
8. Select the Is Active check box if the material should be active and accessible from the catalog.
9. Enter the course description that will be available to the catalog users into the Description field.
10. Select the Request Required check box if employees have to send a request to study this material. This can be relevant for classroom trainings, books available to employees upon request, or Internet learning resources with a limited number of users/paid access.
11. Select the Event Required check box, if the material is event-based, for example, a classroom training activity or a webinar.
    
    Note

    If the Event Required check box is selected, but the Request Required check box is cleared, the employees will be able to enroll for the training without any prior approval. If seats are available, an employee will be added directly to the Attendees list, and if there are no free seats, the employee will be added to the Waiting List.
12. Select the Mandatory check box if this learning material is mandatory for the job roles you select in the following Job Roles field and the members of the learning groups added in the Learning Groups field. In this case, the learning material will be displayed as Missing Mandatory in the personal development plan of the employees belonging to the selected job roles or/and learning groups. If automatic training assignment is set up, development activity based on the learning material will be added to the development plans of the relevant employees. If the Mandatory check box is left cleared, the learning material is considered as recommended and does not activate any additional functionality.
13. Select the job roles for which this learning material is relevant in the Job Roles field. The Learning Catalog offers an option to filter learning materials by job role. If the Show to All Employees check box is not selected at the bottom of the Learning Materials - New Item page, the learning material will be displayed only to employees with the selected job roles and learning groups (with the exception of users with HR permissions who see all the learning materials).
14. Select the learning groups for which this learning material is relevant in the Learning Groups field. If the Show to All Employees check box is not selected at the bottom of the Learning Materials - New Item page, the learning material will be displayed only to employees with the selected learning groups and job roles (with the exception of users with HR permissions who see all the learning materials).
15. Select the competencies this learning material is supposed to develop in the Competencies field. The Learning Catalog offers an option to filter learning materials by competency.
16. Select the scoring type for this learning material from the drop-down list in the Scoring Type field. The available options are:
    • None, if the material does not need to be marked as passed or failed
    • Percentage, if the pass/fail criteria are based on the score gained
    • Pass/Fail, if employee's passing or failing is determined manually
    • Training Hours, if the pass/fail criteria are based on the number of hours spent on the course
17. Enter the duration of this course in hours into the Duration (hrs) field. In case the scoring type is set to Training Hours, the number of hours actually spent on the training will be compared to this value.
    
    Note

    If you use integration with LinkedIn Learning, for learning materials that originate in the LinkedIn Learning catalog, the course duration is automatically retrieved from LinkedIn Learning. The course duration of an existing course, can be seen when you view learning material details.
18. Enter the score percentage necessary to pass the course into the Required Score (%) field to specify which score the learner must achieve for the course to pass it. In case the scoring type is set to Percentage, the number of hours actually spent on the training will be compared to this value.
19. Enter the training objectives into the Objectives field.
20. If you are publishing an uploaded e-learning, document or quiz, select it from the drop-down list in the Link to E-learning File or Package field.
21. If you are publishing a learning material of the Video type, in the Link Video field, click Attach Video and select a video file in the format supported by HTML5 (e.g. MP4, WEBM, VP8, VP9, or AV1). This field is available only of the learning material type is Video.
    
    Note

    Format support also depends on the user's browser and operating system. Choose a format that will be supported by your target users. For details on which video formats are supported by every browser and operating system, and to what extent, refer to this article. The file size must not exceed the maximum allowed file size configured for SharePoint.
22. If you are publishing a learning material of the Web Link type, enter the URL and description for it into the External Link field. You can also use this field to add a URL to a video on an external resource, such as Youtube, when you are publishing a learning material of the Video type. However, if you both attach a video file and add an external link, the attached video file will have a higher priority and will be used instead of the external link.
23. Enter the training cost per employee into the Cost field, if there is cost associated with the current training. Select the currency the cost is specified in from the drop-down list in the Currency field.
24. If the employees who passed the current course are entitled to a certificate, select the certificate type from the drop-down list in the Certificate field. The system will automatically generate the certificate and assign it to the employee.
    Note

    For more information on certificates, please refer to Certificates section.
25. If the certificate is to be associated with the learning material, but will be uploaded manually (it shouldn't be generated by Lanteria HR), select the Do Not Auto Generate Certificate check box. 
26. Select the Consider Certificate As Completed Training check box if having the appropriate certificate is equivalent to having successfully completed this learning material. This applies only to training materials marked as mandatory. Thus, if you a training material is marked as mandatory for a certain job role, this training material will be marked as Missing Mandatory in the personal development plan of employees for that role until they add a development activity for it. And then, in case a certificate for this learning course, which has the Consider Certificate As Completed Training check box selected, is added, the learning course will be considered completed and will no longer be marked as Missing Mandatory in the personal development plan. This check box is available only if the Certificate field is filled in.
    
    Note

    This check box does not affect the status of development activities, related to this learning material. Therefore, when a learning material is considered as completed, because it has the Consider Certificate As Completed Training check box selected and a certificate was added, the development activity for such a learning material is not automatically created and, as a result, will not be displayed among development activities with the  Completed status. If  a development activity has already been added to the development plan for this learning material, this development activity will not be automatically completed by adding a certificate for it.
27. If there are other courses that need to be completed before the employee can start working on this learning material, select them in the Prerequisites field. This field only serves informational purposes and there is no functionality attached to it.
28. If the learning material has an expiration date, enter it into the Expiration Date field.
29. If the training is valid only for a certain period of time after completion, enter the length of this period in days into the Validity Days field.
30. Enter the current version of the learning material in the Material Version field. When you have a new version of the material to be used instead, upload it through the E-Learning Catalog and change the Version property. When uploading a material, you can describe the changes in the Version Comments field.
31. If the learning material is of quiz type, select the quiz from the drop-down list in the Quiz field.
32. If the current learning material is a classroom training, select the internal trainers who can be scheduled to conduct the training in the Internal Trainers field.
33. Select the Collect Feedback on Completion check box to have the feedback form sent to the employees after they have completed the course.
34. Select the local training managers who can manage this learning material in the Local Training Managers field.
    Note

    For a Local Training Manager to be able to work with the learning material, in addition to selecting him or her in this field, the following conditions must be met:

    • The user must have the Local Training Manager role.
    • The user must be included into the Local HRs list.
35. Select the Show to All Employees check box for all the employees to be able to see this course in the Learning Catalog. Otherwise, only employees belonging to the selected job roles or learning groups will be able to see the course.
36. Click Save.
37. If the Manage Practicums on Learning Material Creation setting in the Learning Catalog settings is enabled, a dialog window with the Add Practicum action is displayed. If the current learning material includes practicums, click Add Practicum and proceed to creating practicums. Otherwise, just close the window. Your learning material is saved.