You’ve already created a new employee under a temporary username on your Upskill People learning platform. For simplicity’s sake, let’s call her Kay, because that’s her name. You did this because she didn’t have a payroll number when she joined, and she needed to get on with some of the more urgent courses so that she could be onboarded quickly, be compliant and work safely.
Temporary usernames may seem like something you shouldn’t really have to bother with, but they can be especially helpful with new starters – and could even be the difference between an employee joining your business and thriving or taking another job!
Your learning platform is a brilliant way to show potential employees that you, and the business, are both engaged with and invested in your people. And this can be the deciding factor for many, especially younger people, when it comes to deciding on taking a job!
This is where temporary usernames come in. You want to show a potential employee the platform or give them the opportunity to engage with some learning, but of course they won’t have a payroll number just yet. Or maybe you’ve taken on some agency staff for a period, and they need to crack on and complete some courses. A permanent username in these cases might not really be an option. Instead, give them a temporary username, solving all your problems!
Let’s go back to Kay and see how she’s getting on. She’s completed her initial mandatory courses and received her payroll number. However, when her payroll number was automatically created in the learning platform, it didn’t update her temporary user account and you now have two learning accounts for the same person!
To solve this you need to transfer the courses from her temporary account to her permanent account. From your Learners menu, search for Kay by name (not username) and then pick More followed by Transfer Course Progress.
Pick the account that you will be transferring her course details FROM:
At the top of the screen you’ll see the details for Kay’s old account, this will become useful in a minute! Next we need to look for the permanent account that you want to transfer course progress to. Search for Kay’s new username and press Transfer:
Look through the details and make sure you’ve got the correct people lined up, then confirm transfer once you’re satisfied.
All the courses that Kay did using her temporary username, are now showing against her permanent username without her having to redo everything from scratch. This means that your team’s learning stats are now where they need to be:
And we’ve also switched off her temporary user account (this is automatic so you won’t need to remember to do this yourself) because she won’t need to login with that account again:
A suggested follow-on guide to look at next is Completing courses for people
You might also find these useful to help you get up to speed with how the various applications all work together:
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