There are two ways to enroll collaborators in a path: the one in the path detail, 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 do the same thing with someone who already has the path, and that's the difference most worth keeping clear.
Enrolling a group of people in a path and setting the date from which they have it available and the date it expires for them.
Seeing, before assigning, how each collaborator stands on that path: who doesn't have it, who is doing it, who completed it, and who's past the deadline.
Putting together a full training plan in one go, when there are several paths for several people.
Reassigning a path to someone who already did it, when the content 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 set one month after the start date, and has to be later than the start date.
Check off the people who are going to do the path in the list. You can narrow the list with the Filtros button, by name, email, department, and group.
Click Guardar. The button stays 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 see only those in one state, with the count for each:
No asignado, this path was never assigned to them.
Pendiente, they have it assigned, with a deadline still open, and haven't finished it.
Completado, they finished it. The date shows next to it.
Expirado, their deadline passed without finishing it.
Actualizado - Rehacer, they had completed it and then the path changed.
The most important thing on this screen: if you check someone who already has the path as Pendiente, nobody gets enrolled. The whole 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.
You can reassign it to someone who completed it or whose deadline expired: those two states don't block it.
On saving, 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 detail.
Shortcut: if you arrive at this screen from an awareness calendar activity, the Fecha de Inicio comes already loaded with the activity's date and the deadline one month after; and if the activity was for Todos los empleados, the list arrives with everyone already checked. Check 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 every combination 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 finishes, "Asignación completada" appears and you go back to the path list.
Check the counter on 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, on clicking Guardar, nothing happens and no notice appears. If that happens to you, go back to the first step and confirm the counter doesn't say zero.
Here, people who already have the path get skipped silently. Unlike single path assignment, this screen doesn't stop: whoever already has it as Pendiente stays as is, and the rest get enrolled. The "Asignación completada" notice appears all the same, even if nobody got enrolled because everyone already had it. Check the result in the Inscripciones tab in each path's detail.
One path, the people you choose → from the path detail. It shows you each person's state on that path before assigning, so it's the one to use when it matters to you not to step on existing enrollments.
Several paths, several people → Bulk Assignment. It's the one to use for putting together a full plan, but it doesn't show you who already has each path.
It tells me some are already enrolled and nobody got enrolled.
This happens in assignment from the path detail when, among the people checked, at least one already has it as Pendiente. The assignment is all or nothing, so it gets rejected whole. Open the No asignado tab in the list, check from there, and save again.
I assigned by Bulk Assignment and several people didn't get the path.
That screen skips anyone who already has it assigned with a deadline still open, and shows "Asignación completada" regardless. It's not an error: it's that those people already had it. Check it in the Inscripciones tab in the path detail, where you'll see their earlier enrollment with its original date.
Can I reassign a path to someone who already did it?
Yes, if they completed it or if their deadline expired. If they have it in progress, no: for that there's Reprogramar, in the Inscripciones tab in the detail, which extends their deadline without losing their progress.
I clicked Guardar on the last step of Bulk Assignment 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 the counter doesn't say zero.
In Bulk Assignment, 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.
Have feedback or want to request improvements? Let us know at roadmap.whalemate.com/roadmap
