Assign Training from HR

HR and L&D teams assign courses to employees beyond automatic onboarding enrollment using LMS Training Assignment, desk enrollment tools, and the whitelisted API assign_mandatory_training. This guide covers who may assign, how assignments create LMS Enrollment rows, due dates, team dashboards, and coordination with Smooth HR roles and compliance workflows.

Assignments bridge People records (via User email) and onboarding auto-enroll. Completed assignments still require HR compliance handoff per Compliance Vs Lms Certificates.

Help URL: Assign Training From Hr

Roles reference: User Roles & Permissions

Table of Contents

1. Overview
2. Who can assign
3. LMS Training Assignment fields
4. API: assign_mandatory_training
5. Desk workflow
6. Learner view
7. Manager and HR dashboards
8. Relationship to batches and live classes
9. Compliance coordination
10. Troubleshooting
11. Related guides

Overview

LMS Training Assignment tracks:

• Employee (Link to User email)
• Course
• Due Date (required)
• Status: Pending, In Progress, Completed, Overdue
• Assigned By, Completed On

List path: /app/lms-training-assignment

Who can assign

assign_mandatory_training calls frappe.only_for(["System Manager", "Moderator"]).

If HR operations need direct assign without Moderator, add role via User Roles & Permissions policy—or delegate assignment to L&D Moderators while HR owns Employee Compliance verification.

LMS Training Assignment fields

Validation prevents duplicate open assignments (same employee + course + Pending/In Progress).

Ensure Employee has LMS Student (Employee Auto Provisioning) before assigning.

API: assign_mandatory_training

Whitelisted method: lms.lms.api.assign_mandatory_training

Parameters:

• course — LMS Course name
• employees — JSON list of User emails
• due_date — ISO date string

Behavior per employee:

1. Skip if open assignment already exists.
2. Create LMS Enrollment if missing.
3. Create LMS Training Assignment with due date and assigned_by.

Returns {"assigned": N}.

Use from LMS frontend bulk assign UI or advanced workflow automation (contact Smooth support) triggered by HR workflow (advanced).

Related learner API: get_my_training_assignments — returns open assignments with course title, progress, due date.

Desk workflow

Single assignment

1. Go to /app/lms-training-assignment/new-lms-training-assignment.
2. Employee — pick User (search employee email).
3. Course — select published course.
4. Due Date — set per policy (30/60/90 days).
5. Save — enrollment created if needed.

Bulk assignment

Use LMS Statistics or course admin tools calling assign_mandatory_training, or export Employee emails from HR reports (People) and paste into bulk dialog.

After role change (promotion to manager), assign new curriculum without re-running Employee Onboarding.

Learner view

Employees see assignments on:

• /lms home widgets (when configured)
• Course cards with due badges
• Email reminders before overdue

Progress comes from LMS Enrollment.progress; completing course marks assignment Completed (via training assignment controller).

Direct learners to Onboarding Portal for HR tasks and /lms for training—same login.

Manager and HR dashboards

Use LMS dashboard for learning operations; use Employee Compliance for regulatory sign-off.

Relationship to batches and live classes

Assignments enroll courses, not batches. For instructor-led programs:

1. Create LMS Batch with timetable.
2. Add Batch Course rows.
3. LMS Batch Enrollment auto-creates course enrollments and adds learners to live class calendar events.

Use assignments for deadline-driven compliance; use batches for scheduled cohort experience.

Compliance coordination

When assigning regulatory courses:

1. Create matching Compliance Type in HR if not exists (Employee Compliance).
2. Create Employee Compliance row in Pending when assigned (optional proactive step).
3. On LMS completion, attach certificate and mark Complete (Compliance Vs Lms Certificates).

Assignment Overdue in LMS does not auto-set HR Non-Compliant—define escalation SOP between HR and managers.

Troubleshooting

Related guides

• Integration Overview
• Employee Auto-Provisioning
• Onboarding Mandatory Training
• Compliance vs Certificates
• Live Classes
• LMS Settings
• People Overview
• User Roles
• Employee Compliance
• Employee Onboarding
• Performance Overview

Last updated: May 2026

Escalation playbooks

Define tiers when LMS Training Assignment hits Overdue:

LMS overdue status alone is operational—translate to HR compliance language for regulators.

Integration with performance cycles

When Performance appraisals include "complete assigned training," managers pull data from get_team_training_status rather than self-attestation. Link appraisal templates to LMS completion exports for audit trail.

Custom desk extensions (advanced)

Organizations may add Client Script on Employee form button Assign training calling assign_mandatory_training with default due date from template rules—keep Moderator permission on API.

Server Script alternative: on Employee department change, enqueue assignment for department-specific course list maintained in custom configuration list.

Document customizations separately from stock integration behavior.

Reporting exports

Cross-check Employee Documents folder for PDF presence.

FAQ

Can employees self-enroll to satisfy assignment? If course allows self-enrollment and learner enrolls before assignment, assignment API still creates tracking row when moderator assigns—or mark complete when progress hits 100%.

Duplicate course in batch + assignment? Allowed; learner sees one course with two operational wrappers—avoid confusion by using batches OR assignments, not both for same deadline without comms.

Role-based training curricula

Maintain curriculum map with People job titles and Performance competency models.

Desk list views and filters

On /app/lms-training-assignment:

• Filter Status = Overdue for weekly HR standup.
• Filter Course for module rollout post-incident.
• Export CSV joined to Employee for department dashboards.

Pair with HR list /app/employee-compliance filtered Non-Compliant for regulatory view described in Compliance Vs Lms Certificates.

Permissions hardening

Avoid granting Moderator broadly; use dedicated L&D accounts. HR Managers read team status via API without course authoring rights. Document exceptions in User Roles & Permissions change log.

System Managers run assign_mandatory_training during cutover— revert to named L&D users after migration.

Notification and reminder mechanics

LMS Training Assignment scheduler marks overdue rows and can send reminder emails before due dates (see training assignment reminders). These emails are LMS operational, not HR compliance expiry notices from Employee Compliance.

Configure email branding consistently with Onboarding Portal messages so employees trust links. Include /lms deep link and HR helpdesk for access issues tied to missing LMS Student role.

When HR assigns remedial training after a safety incident, set due dates aggressively (7 days) via desk edit—document in incident report stored as Employee Document.

Keep a single source of truth for who may assign: document Moderator roster in L&D charter and link HR coordinators to integration overview for escalation paths.

Smooth HR (HRMS)