TalentLMS lets you automate course assignment and user management by using Automations, a series of specific actions which are triggered by specific events according to your specified parameters.
For example, you can use an automation to:
- Assign a new course a few days after users have completed a previous course.
- Assign a new course to users whose certification for another course has expired.
- Deactivate users who have not logged in for a certain amount of time.
| Note: Automations are available on all the Pro and Enterprise plans. |
To create your first automation, follow these steps:
1. Sign in to your TalentLMS account as an Administrator and go to Home > Automations (1).
2. Click Add automation (2).
3. In the Name (3) field, type a name for your automation.
4. From the Automation (4) drop-down list, choose one of the available automations:
- Z hours after course X assignment, assign course(s) Y
- Z hours after course X completion, assign course(s) Y
- Z hours after course X certificate expiration, reset and assign course(s) Y
- Z hours before course X expiration, assign course(s) Y
- Z hours before course X certificate expiration, reset and assign course(s) Y
- On course X completion, assign course(s) Y
- On course X certificate expiration, reset and assign course(s) Y
- Z hours after last login, deactivate or delete user
- Z hours after user signup, assign course(s) Y
- On course X completion, call URL Z
- On course X completion, give Z points
- On course X completion, with a score between K and L, assign course(s)
- On course X certificate expiration, reset and remove course(s) Y
- Z hours after course X completion, with a score between K and L, assign course(s) Y
- Z hours after course X failure, assign course(s) Y
- On level X reached, assign course(s) Y
- Z hours after signup and the user has not made a purchase, deactivate user
- Z hours after course X completion, deactivate user
- Z hours after learning path X assignment, assign course(s) Y
- Z hours after learning path X assignment, assign learning path(s) Y
6. Depending on the automation you've selected, add a value for the required X, Y, and Z parameters (5) (e.g., Z hours, course X, and course Y).
7. Certain automations will also have the option to be filtered by Branch or Group (6).
8. Click Save (7) to create your automation.
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Notes:
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