Create External Learning Plans

Learning plans are collections of courses that employees need to complete. For example, you could assign new managers a learning plan that contains a number of leadership courses that they need to complete.

To create a learning plan:

1. Go to Learning Setup > External Courses and Learning Plans.
2. Click the Learning Plans tab.
3. Click Add.
4. Enter a name for the learning plan.
5. (Optional) Enter a description and reference code for the learning plan.
6. To add courses to the learning plan:
   1. In the Courses section, click Add.
   2. Select a course in the Name drop-down list.
   3. Enter an effective from and, optionally, an effective to date to indicate the dates between which the course belongs to that learning plan.
   4. Repeat steps a to c for any additional courses.
7. Click Save.