Training Assignments

Portal: /lms · Desk: Learning workspace

Overview

LMS Training Assignment tracks assigned training with explicit Due Date and Status—Pending, In Progress, Completed, or Overdue. Assignments bridge L&D operational tracking and HR compliance deadlines, complementing Employee Compliance records that store regulatory metadata and renewal alerts.

Created manually by moderators, via onboarding automation, or bulk import during workforce campaigns.

Key fields

Naming series: TA-####. Sorted by due date ascending in list view.

Status automation

LMSTrainingAssignment.validate runs on save:

1. Duplicate check — blocks second active assignment for same employee + course if Pending/In Progress.
2. Progress sync — reads LMS Enrollment progress:
   • 100% → Completed + Completed On = today

   • 0% → In Progress

3. Overdue — if due date past and not completed → Overdue

Daily scheduled job check_overdue_assignments:

• Marks overdue statuses
• Sends reminder emails for assignments due within 7 days (reminder_sent prevents duplicates)
• Email subject: "Training Reminder: {{course title}}"

Creating assignments

Manual (desk):

1. Open /app/lms-training-assignment → New.
2. Select Employee (User).
3. Link Course.
4. Set Due Date.
5. Save — status starts Pending; ensure enrollment exists or learner self-enrolls.

Onboarding automation: When Employee Onboarding is created, on_onboarding_created:

• Finds published Mandatory courses
• Creates LMS Enrollment if missing
• Creates LMS Training Assignment with due date = today + 30 days

Adjust default 30-day window in integration code if your policies differ.

Learner view

Employees see assignments on Student Home dashboard with due dates and status badges. Click through to enrolled course to continue training.

Overdue items appear prominently—aligns with manager conversations about completion.

Reminders arrive via email to employee User mail—ensure User email matches active mailbox.

HR alignment workflow

Recommended dual-track model:

When assignment → Completed:

1. Verify quiz passes if required.
2. Download LMS certificate / quiz PDF.
3. Attach to Employee Document.
4. Mark Employee Compliance Complete with renewal date.

Statistics Mandatory Training Compliance pulls from assignment data—HR reports should reconcile numbers monthly.

Reporting and exports

Filter desk list by Status = Overdue for escalation reports to managers.

Export CSV for merge with HRIS or Employee Compliance spreadsheets.

Cross-filter with Statistics dashboard compliance tile for executive summaries.

Permissions

Students cannot edit due dates—prevents gaming deadlines.

Tips

• Create enrollment before assignment to avoid Pending assignments with 0% progress confusion.
• Stagger due dates by department to spread support load.
• Use mandatory course flag + onboarding hook for new hires consistently.
• Do not delete completed assignments—archive for audit; HR may need historical proof.
• Pair reminder emails with manager dashboards during compliance pushes.

Troubleshooting

Frequently asked questions

Does LMS training completion automatically update Employee Compliance?

No. Smooth LMS tracks learning progress, quiz scores, and certificates. Smooth HR Employee Compliance is updated separately by HR when a regulatory or policy requirement is satisfied. Download LMS PDFs and attach them to Employee Document, then mark the matching compliance row Complete with the correct renewal date.

Where should quiz PDFs be stored for audits?

Use Employee Document on the employee record with an appropriate Employee Document Type (for example Training Record or Policy Acknowledgment). Include the Quiz Submission Report PDF exported from LMS. For organization-wide retention policies, align document type expiry settings with Employee Compliance renewal periods.

Which desk workspace manages LMS content?

Open the Learning workspace from the app switcher. Desk paths use /app/list name slugs—for example /app/lms-quiz and /app/lms-enrollment. Learners consume training at /lms on the same site.

How do new hires get enrolled in mandatory training?

When Employee Onboarding is created in HRMS, the LMS integration enrolls the employee user in every published Mandatory course and creates LMS Training Assignment rows with default due dates. Ensure the Employee record has a linked User with the LMS Student role.

What is the difference between an LMS Certificate and HR compliance?

An LMS Certificate proves course completion inside Smooth LMS. Employee Compliance in Smooth HR tracks regulatory obligations (training renewals, I-9, background checks) with scheduled expiry alerts. Course certificates do not automatically appear on the HR compliance ledger—HR attaches LMS PDFs to Employee Document and updates Employee Compliance when policy requires.

Can managers view their team's quiz scores?

Managers with Moderator or Course Creator roles can open LMS Quiz Submission list views filtered by course and member. The Statistics dashboard summarizes average assessment scores by course. For official personnel files, export PDFs and store under the employee's HR documents rather than sharing desk login credentials.

Glossary

Smooth LMS + Smooth HR capability map

Use Smooth LMS for training delivery and assessments, and Smooth HR for employee files and compliance records — both on the same account.

Course completion certificates from LMS are separate from HR compliance records until HR explicitly files them. Attach LMS PDFs to Employee Document or update Employee Compliance when a training record must appear on the official employee file for audits.

LMS roles reference

HR users without LMS roles can still manage Employee Document and Employee Compliance records when L&D provides exported PDFs.

Connecting training records to Smooth HR

Smooth LMS and Smooth HR share one account. Completing a course does not automatically update HR compliance—you connect the two when your policy requires it.

Recommended workflow: When an employee completes mandatory training and passes required assessments, download the LMS certificate or quiz PDF from the Learning portal or desk, then attach it to an Employee Document or update the corresponding Employee Compliance record. HR Managers can configure Compliance Type with renewal periods so expiring certifications trigger scheduled reminders—complementing LMS Training Assignment due dates.

New hires enrolled via Employee Onboarding may receive automatic LMS enrollments for courses marked Mandatory; HR still uses Employee Compliance for regulatory items (I-9, background checks) that live outside LMS.

Related guides

• Enrollments Overview
• Statistics Dashboard
• Employee Compliance (HRMS)
• Employee Documents (HRMS)

Last updated: May 2026

Smooth HR (HRMS)