Overview
The CrunchTime! TalentLink Consolidate Employee tool lets you copy learning assignments and completions from one employee ID to another. When employees are consolidated, the source employee ID will be made inactive. The target employee ID will receive copies of all the assignments and completions that the source employee ID has.
Terminology
Disposition of Learning Items/Attributes
Item/Attribute |
Target after Consolidation |
Source while Inactive |
Source if Reactivated |
Completed learning program | Receives from the source and retains own | Retains original | Retains original |
Incomplete learning program | Receives from the source and retains own | Has none | Originals are reassigned* |
Learning program assignments | Receives from the source and retains own | Has none | Originals are reassigned* |
Skill position & role | Receives from the source and retains own | Retains original | Retains original |
Recognition patch | Does not receive from source | Has none | Originals are restored |
Training ribbon | Receives from the source and retains own | Has none | Originals are restored |
Certificate | Receives from the source and retains own | Has none | Originals are restored |
Dashboard history exam and checklist view links | Receives from the source and retains own | For completed learning programs, originals retained | Originals are restored (all) |
*This fresh reassignment picks up any changes that occurred to the learning program
Follow these steps to consolidate employees:
Path: Campus Home > Consolidate Employees
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Temporarily save the ITSRs for both users IDs for reference
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Use the Find tool to identify the employee to deactivate (the source)
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Use the Find tool to identify the employee to (the target)
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The Consolidate button displays
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Click Consolidate to complete the consolidation
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Go to the dashboard and see that the target employee ID now has all the assignments and completions that the source employee ID had
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Find the inactive employees, see that the source employee record still exists with all completed learning programs
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