This very short how-to guide will show you how to create a new location. Why? Most likely, the learning platform has just sent you an email when your automated user import process was unable to put your new starters where they are supposed to be, because the location you set up in your HR system doesn’t exist in the learning platform!
It’s a really simple process, so here’s how:
It all starts with Manage company structure:
The default name for an “org1” (this is the level of company structure where your people are located) is a “location”. Remember that you can rename these four levels, so your “org1” might be “Department”, “Team”, or “Store” … or something else.
We’ll assume that your learning platform uses the description “location” for now, so press Add new location:
Fill out the form and then press the Add new location button:
Make sure you add the correct details for:
Short Name – this one’s really important if you have automated your user import process with your HR system! The short name must be exactly the same as the one that you created in your HR system. The good news is that we’ll have told you exactly what the Short Name will be in the email we sent you
Long name – this can be identical to the short name, or it can be something more meaningful. Either way, this is what you’ll see in your reporting filters.
Parent – simply pick this from what’s available in the dropdown
That’s it! If you would like to dive a little deeper into how the four levels of company structure works then this guide is for you.