There are two ways to enroll collaborators in a learning path: the route detail method, to assign one path to the people you choose, and Bulk Assignment, to assign several paths to several people in a single pass. They don't work the same way with someone who already has the path, and that's the difference that's most important to keep in mind.
Enrolling a group of people in a learning path and setting the date from which it's available to them and the date it expires.
Seeing, before assigning, how each collaborator stands with that path: who doesn't have it, who is working on it, who completed it, and whose deadline expired.
Building a complete training plan in one go, when there are several paths for several people.
Reassigning a path to someone who already completed it, when the content has changed and you want them to go through it again.
Navigation: Academia → Rutas de Aprendizaje → Ver más on the path → Asignar Ruta de Aprendizaje button
The Nueva Inscripción screen opens, with two dates at the top and the list of your collaborators below.
Fecha de Inicio — from when the path appears available to the person. It comes with today's date.
Fecha de Vencimiento — the deadline to finish it. It comes with one month more than the start date, and it has to be later than the start date.
Check the people in the list who are going to take the path. You can narrow the list with the Filtros button, by name, email, department, and group.
Click Guardar. The button is disabled until you check at least one person.
The Estado column tells you how each person stands on this path, and the tabs above the list let you view only those with a certain status, along with the count for each one:
No asignado — this path was never assigned to them.
Pendiente — they have it assigned, with a valid deadline, and haven't finished it.
Completado — they finished it. The date is shown next to it.
Expirado — the deadline passed without them finishing it.
Actualizado - Rehacer — they had completed it and afterward the path changed.
The most important thing about this screen: if you check someone who already has the path as Pendiente, no one gets enrolled. The entire assignment is rejected with the notice "Some of the victims are already inscribed to this learning path.", and the message doesn't say who it's about. To avoid this, work from the No asignado tab.
For someone who completed it or whose deadline expired, you can indeed reassign it to them: those two statuses don't block it.
When you save, the people are enrolled and the form clears so you can do another batch without leaving the screen. To check the result, go to the Inscripciones tab in the path's detail.
Shortcut: if you arrive at this screen from an activity in the awareness calendar, the Fecha de Inicio comes already filled in with the activity's date and the deadline one month later; and if the activity was for Todos los empleados, the list arrives with everyone already checked. Review the selection before saving.
Navigation: Academia → Rutas de Aprendizaje → Gestión de Rutas de Aprendizaje → Asignación múltiple
There are three steps, and you move between them with the arrows on the sides of the step indicator.
Seleccionar rutas de aprendizaje — check all the paths you want to assign. Below the list there's a counter, "N rutas de aprendizaje seleccionadas". The Filtros button narrows by title, level, and language.
Elegir empleados — check all the people who are going to receive those paths. There's also a counter, "N empleados seleccionados".
Definir las fechas — Fecha de Inicio and Fecha de Finalización, which apply to all combinations in the batch. The start date can't be in the past ("La fecha de inicio no puede estar en el pasado") and the end date has to be later ("La fecha de vencimiento debe ser posterior a la fecha de inicio").
Click Guardar. When it's done, "Asignación completada" appears and you return to the path list.
Check the counter in the first step before moving forward. The paths step doesn't stop you if you didn't select any: you can reach the last step and, when clicking Guardar, nothing happens and no notice appears. If this happens to you, go back to the first step and confirm that the counter doesn't say zero.
Here, those who already have the path are silently skipped. Unlike single-path assignment, this screen doesn't stop: it leaves anyone who already has it as Pendiente as is and enrolls the rest. The "Asignación completada" notice appears the same way, even if no one was enrolled because everyone already had it. Confirm the result in the Inscripciones tab of each path's detail.
One path, the people you choose → from the path's detail. It shows you each person's status on that path before assigning, so it's the one to use when it matters that you don't overwrite existing enrollments.
Several paths, several people → Asignación múltiple. It's the one to use for building a complete plan, but it doesn't show you who already has each path.
It tells me that some are already enrolled and no one was enrolled.
This happens with assignment from the path's detail when, among the checked people, at least one already has it as Pendiente. The assignment is all-or-nothing, so it's rejected entirely. Open the No asignado tab of the list, check from there, and save again.
I assigned via Asignación múltiple and several people didn't get the path.
That screen skips anyone who already has it assigned with a valid deadline, and notifies "Asignación completada" anyway. It's not an error: it's that those people already had it. Check it in the Inscripciones tab of the path's detail, where you'll see their previous enrollment with its original date.
Can I reassign a path to someone who already completed it?
Yes, if they completed it or if their deadline expired. If it's in progress, no: that's what Reprogramar is for, in the Inscripciones tab of the detail, which extends the deadline without losing their progress.
I clicked Guardar on the last step of Asignación múltiple and nothing happens.
Most likely, no path was left selected in the first step. Go back with the arrow to Seleccionar rutas de aprendizaje and confirm that the counter doesn't say zero.
In Asignación múltiple, can I set different dates for each path?
No. The two dates in the last step apply to all combinations in the batch: all the paths you chose, for all the people you chose, with the same start and the same deadline. If you need different deadlines, do one batch per deadline, or assign them one by one from each path's detail.
Do you have feedback or want to request improvements? Let us know at roadmap.whalemate.com/roadmap
