Totara Learn Open Discussions

Reassignment of certification after suspension

 
Martin Simcik
Reassignment of certification after suspension
by Martin Simcik - Wednesday, 7 August 2019, 11:59 PM
 

Hi, I would like to ask you for advice. 
How do you handle a situation where a user is a member of a dynamic global group which has been assigned certification a 
whose current status is certified and the certification is valid for 1 year. In the meantime the employee goes into suspended status (leaving for maternity leave for 3 years), while his certification becomes expired during his suspension. Upon his return, he will be assigned to the global group and reassigned certification. His certification status after return is expired, which is correct, but its completion date is in the past. Let's say this is a certification that the employee has usually 1 month to complete/renew and we would like to keep that on returning from maternity leave, without having to manually adjust the deadline.  Do know how to do it automatically or how you deal with this situation?

At the same time, no notification is delivered to such an employee, as they are normally set for a period of one year after the deadline for completion. How to inform such an employee that he / she is obliged to renew this certification?

Thanks for any advice.

Martin

me
Re: Reassignment of certification after suspension
by George Angus - Thursday, 8 August 2019, 6:34 AM
Group Totara

Hi Martin,

I think probably the best way to resolve this is to make a manual intervention using the completion editor. In this case it wouldn't be particularly onerous & I think in general maternity leave isn't going to involve a huge number of employees on a regular basis.

Could you use a recertification window open message? How do any users know they have to recertificy?

cheers,

George.

Martin Simcik
Re: Reassignment of certification after suspension
by Martin Simcik - Thursday, 8 August 2019, 7:21 AM
 

Hi George, thanks for your reply.

You are right, this is not a large number of employees returning after maternity leave (about 5 employees per month). However, each of them also has 10 different certifications assigned, which would mean editing their deadline in completion editor up to 50 times, and this is quite time consuming and can cause errors.

We use the recertification window open message, but it is sent to the user only if it is active (this is not the case) and it is, for example, 1 month before expiration. This situation, however, indicates that the expiration date occurs when the user is inactive. Thus, at the time of its return, its certification status is expired and the only way to notify the user of the renewal obligation is to set up overdue message maybe up to 3 years after expiration to ensure that a notification is sent to him.

cheers,

Martin

Craig Eves
Re: Reassignment of certification after suspension
by Craig Eves (Totara Support) - Thursday, 8 August 2019, 6:39 PM
Group Totara

Hi Martin

Possibly allowing Certification/Program Extension requests for the user will help - this will extend the due date of the Certification for the user. This sends a notification to the user's manager who needs to approve the extension. 

regards

Martin Simcik
Re: Reassignment of certification after suspension
by Martin Simcik - Thursday, 8 August 2019, 11:45 PM
 

Hi Craig, thank for this tip, it could be solution. In this case, however, I would appreciate optionally (in certification settings) that request to extend the deadline could be sent to the approval of the administrator or another user who manages the application. In many cases, the user´s manager is not the person authorized to approve this type of request -  for example, legislative training, where only person responsible for the certification is possible to consider all circumstances.

Craig Eves
Re: Reassignment of certification after suspension
by Craig Eves (Totara Support) - Sunday, 11 August 2019, 2:52 PM
Group Totara

Hi Martin

There doesn't appear to be a permission to grant program extensions and even the site administrator is not able to do this.

It is possible to assign a temporary manager to an administrator and the temporary manager will be able to approve the extension.

Is this suitable or would you like to request a feature to allow the granting of program/certification extension  s.

Regards