- User Interface
- HR
- Getting Started - Quick Guide
- Core HR
- About Core HR
- Core HR Dashboard
- Core HR Workflows
- Org Structure
- Job Position Chart
- Manage Employee Information
- Probation Reviews
- Manage OnBoarding and OffBoarding
- HR Processes
- Work with Employee and Company Documents
- HR HelpDesk
- Approval Workflows and Processes
- News and Announcements
- Core HR Reports
- Time and Attendance
- Compensation
- Recruiting
- Recruiting Module Overview
- Recruiting Workflows
- Manager/Recruiting Manager Permissions in the Recruiting Module
- Candidate Tracking
- Job Openings
- Create and Publish Job Opening
- Unlisted Job Openings
- Edit Job Opening
- Copy Job Opening
- Job Opening Templates
- Add Candidates to Job Opening
- Plan Interview Stages
- Job Opening Questions
- Interview Schedule
- Schedule Interviews with Candidates
- Candidate Assessment
- Manage Candidate Statuses
- Candidate Emails
- Job Offers
- Hire Candidate
- Close Job Opening
- Recruiting Interviews
- Recruiting Reports
- Candidate Self-Service Introduction
- Performance
- Performance Overview
- Performance Module Workflows
- Performance Reviews
- Start Performance Review Round
- Work on Performance Review Form
- Open Performance Review Form
- Performance Review Form Overview
- Fill in Performance Review Form
- Submit Performance Review
- Complete Performance Review
- Move to Performance Review Step
- Return to Previous Responsible Performance Reviewer
- Assign Performance Review Form to Person
- Print out Performance Review Form
- Performance Review Score Calculation
- Bonus Calculation
- Monitor Performance Review
- Work with Performance Reviews List
- Track Performance Review Form History
- View Performance Trends
- Ad Hoc Review
- Export Performance Review to PDF
- 360 Feedback Reviews
- Employee Performance Check-ins
- Employee Feedback
- Goals
- Key Performance Indicators
- Competencies
- Succession Overview
- Performance Reports
- Learning
- Learning Overview
- Learning Workflows
- Learning Catalog
- Employee’s Work with Learning Catalog
- Training Manager's Work with Catalog
- Required Compliance Trainings
- Practicums
- Learning Certificates
- Training Budgets
- Reports
- Learner Report
- Development Activities by Employee Report
- Learning Materials Report
- Required Training Report
- External Training Report
- Expiring Certificates
- Learning Expiration Report
- Development Needs Report
- Classroom Activities and Trainers Report
- Development Activities Report
- Training Feedback Report
- Employee Training Budget Report
- Quiz Builder
- Reports
- GDPR Compliance
- Manager Self-Service
- Manager Menu Overview
- Manager Dashboard
- Get a Team Overview
- Manage Team Absences
- Work with Probation Reviews
- Manage HR Processes
- Salary Review
- Goals
- KPIs
- Assess Employee Competencies
- Review Employee Performance
- 360 Feedback
- Manage Training Requests
- View your Team's Career Goals
- Request Job Openings and Track Candidates
- News and Announcements
- Track your Team’s Development
- Manager Reports
- Employee Self-Service
- Employee Menu Overview
- Employee Dashboard
- Work with Personal Data
- Manage My Holidays and Absences
- Timesheets
- Out of Office Calendar
- Personal Goals and KPIs
- Competencies
- Performance
- Learning and Development
- Plan my Career Path and Goals
- Company Job Openings
- Work with My Interviews
- Employee Reports
- Lanteria HR Mobile App
- Local HR
- Local HR Menu Overview
- LHR Core HR
- LHR Time & Attendance
- LHR Compensation
- LHR Recruiting
- LHR Performance
- LHR Learning
- Local HR Reports
- Installation and Configuration (IT Pro)
- Install Lanteria HR
- General Settings
- Core HR Settings
- Building Organizational Structure
- Job Roles and Positions
- Employee Database Settings
- Employment Types
- Employee Card Designer
- Employee Related Data Structure
- Employee Document Types
- Content Types for Document Templates
- Vaccination Document Types
- Termination Reasons
- Employee Statuses
- Person Attribute Categories
- Person Attributes
- Employee Data Anonymization
- Additional Employee Database Settings
- HR Processes
- Approval Processes
- HR HelpDesk
- Dashboards
- Time and Attendance Settings
- Compensation Settings
- Recruiting Settings
- Performance Settings
- Learning Settings
- Learning Catalog Settings
- Learning Material Categories
- Learning Materials
- Certificate Types
- Certificates
- Curricula
- Training Feedback
- Missing Mandatory Training
- External Training Categories
- Cancellation Reasons
- Learning Storage
- Learning Prerequisites
- Automatic Training Assignment
- Managing Practicums on Learning Material Creation
- Learning Groups
- Classroom Training
- Training
- SCORM Settings
- Learning Catalog Settings
- System Settings
- Integrations
- Exchange Integration
- Office 365 Integration
- LinkedIn Learning Integration
- ADP Integration
- Active Directory Integration
- DocuSign Integration
- Adobe Acrobat Sign Integration
- Power BI Integration
- Predictive Index Integration
- SEEK Integration
- Job Target Integration
- ZIP Recruiter Integration
- Go1 Integration
- Zapier Integration
- Talenteria Integration
- Microsoft Teams Integration
- Data Integration
- Data Import
- Data Export
- Candidate Self-Service Installation and Setup
- Third-Party Application Settings
- SharePoint Configuration
- Lanteria HR Maintenance
Individual Assignment of Learning Materials
The learning material can be assigned to an employee from the employee card by clicking the Assign to Learner button on the Learning tab. Alternatively, the assignment can be done directly from the Learning Catalog by using the Group Assignment option and specifying the employee name in the Employees field. Also, the learning material can be assigned from the employee's Personal Development Plan, which can be opened from the employee card or the Learner Report (Reports > Report Center > Learning > Learner Report).
The process of assigning a learning material to an individual employee depends on settings in the learning material properties. The following settings influence the assignment process:
- Request Required check box - indicates that learning material cannot be assigned to an employee without prior manager's or HR approval. For such materials, training requests are created first, and after the request approval, development activity for the learning material is created and added to the employee's development plan
- Event Required check box - indicates that the current learning material is a classroom training and a training event must be scheduled for it.
There are four types of assignment process, therefore:
- Both check boxes are cleared
- Both check boxes are selected
- Request Required is selected, Event Required is cleared
- Request Required is cleared, Event Required is selected
Both Check Boxes Cleared
If the learning material doesn't require creating training requests or training events, follow these steps to assign it to an employee:
- Locate an employee for whom the training is being assigned and open the employee card.
- Click the Learning tab to access the employee's learning details. Next, click the Assign Learning Material button to select the material for assignment from the learning catalog.
- Click the Assign to Learner button for the necessary material. Note
For the learning materials that require a training event or a request approval the Send Request button will be available. The event attendees can be added and removed only for the scheduled trainings available in the Training Schedule (Learning > Training Schedule)
- The assignment will be created and added to the employee's development plan automatically. You can edit the assignment details later from the Development Plan page, if necessary.
Both Check Boxes Selected
If the learning material has the Request Required and Event Required check boxes selected, the assignment process will be as follows:
- Locate an employee for whom the training is being assigned and open the employee card.
- Click the Learning tab to access the employee's learning details. Next, click the Assign Learning Material button to select the material for assignment from the learning catalog.
- Click the Send Request button for the necessary material.
- The Training Checker will open with the list of available scheduled trainings.
- Select a training to assign an employee for. NoteIf there are no scheduled trainings or no suitable training date, click Request Another Date to create a training request for a new date.
- Type the comments, if any, and select the priority of your request.
- Click Save to save a training request.
The development activity will be created and added to the employee's development plan after the training request is approved.
Only Request Required Selected
For the learning materials that required prior approval of the training request, but are not the classroom trainings, follow this assignment process:
- Locate an employee for whom the training is being assigned and open the employee card.
- Click the Learning tab to access the employee's learning details. Next, click the Assign Learning Material button to select the material for assignment from the learning catalog.
- Click the Send Request button for the necessary material.
- A training request creation window will open.
- Type the comments, if any, and select the priority of your request.
- Click Save to save a training request.
The development activity will be created and added to the employee's development plan after the training request is approved.
Only Event Required Selected
If the Event Required check box is selected, and the Request Required check box is not, the learning material will be a classroom training to which the employees can be assigned without prior manager's or HR approval. Follow these steps to assign learning materials of such type:
- Locate an employee for whom the training is being assigned and open the employee card.
- Click the Learning tab to access the employee's learning details. Next, click the Assign Learning Material button to select the material for assignment from the learning catalog.
- Click the Assign to Learner button for the necessary material.
- The Training Checker will open with the list of available scheduled trainings.
- Select a training to assign an employee for. NoteIf there are no scheduled trainings or no suitable training date, click Request Another Date to create a training request for a new date
- The development activity creation window will display. You have an option to change the selected training event and provide the development activity expiration date, if relevant.NoteIf you didn't select a training event, but clicked Request Another Date, a training request creation window will display at this step.
- Click OK to save a development activity to the employee's development plan.
If you didn't select an existing training, but requested another training date, the training request will be created. The employee will have the development activity assigned after the training is scheduled and the employee is added to it as an attendee.