How to Assign Courses in Empath
Objective
This SOP outlines the steps to assign courses to employees in the Empath system, ensuring that team members can effectively manage course assignments.
Key Steps
1. Check User Role 0:14
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Log into Empath.
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Look for the 'Members' tab in the top navigation ribbon.
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If 'Members' is visible, you have the necessary permissions (Manager or Content Admin role).
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If not, obtain the appropriate role before proceeding.
2. Assign Course to a Single Employee 1:15
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Click on the 'Members' tab.
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Select the employee (e.g., Albert) from the list.
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Click on the employee's name to open their profile card.
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Locate the 'Assigned Courses' section and click the '+' button.
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Choose the course you want to assign (e.g., 'Creating Raving Fans').
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Set a due date for course completion (e.g., July 11).
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Click 'Assign Course' to finalize the assignment.
3. Confirm Course Assignment 2:50
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Check the 'Assigned Courses' section to confirm the course is listed.
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The employee will receive an email notification about the course assignment.
4. Unassign Course if Necessary 3:27
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Go back to the 'Members' tab and select the employee.
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Open their profile card and navigate to 'Assigned Courses'.
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Click on the course you wish to unassign (e.g., 'Creating Raving Fans').
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Click 'Unassign Course' and confirm the action.
5. Assign Course to Multiple Employees 4:07
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Start from the dashboard after logging in.
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Click on the 'Courses' tab.
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Select the course you want to assign (e.g., 'AI and the MSP Business').
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Click the ellipses next to the course and select 'Assign Course'.
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Use the drop-down menu to select the team or individual members (e.g., Albert).
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Set a due date for course completion (e.g., August 1).
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Click 'Assign Course' to complete the assignment.
6. Confirm Multiple Course Assignments 5:49
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Go back to the 'Members' tab and select the employee to verify the course is listed under 'Assigned Courses'.
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Check the 'See all assigned' section to view all courses assigned to you.
7. Consider Learning Pathways 6:33
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If applicable, consider using Learning Pathways for a series of courses.
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Assign a Learning Pathway to automatically assign all courses within it.
Cautionary Notes
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Ensure you have the correct permissions before attempting to assign courses.
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Double-check the due dates to avoid unnecessary pressure on employees.
Tips for Efficiency
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Familiarize yourself with the course names beforehand to streamline the assignment process.
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Use Learning Pathways for multiple course assignments to save time.