---
title: "How to assign Upskilling due dates and tags"
slug: "how-to-assign-upskilling-due-dates-and-tags"
updated: 2024-08-08T05:25:14Z
published: 2024-08-08T05:25:14Z
canonical: "knowledgejems.jemini.com/how-to-assign-upskilling-due-dates-and-tags"
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---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledgejems.jemini.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to assign Upskilling due dates and tags

## Why use Upskilling due dates and tags?

### Assigning due dates and tags to Upskilling curricula and courses enhances training effectiveness and compliance

Upskilling curricula and courses with due dates and tags help managers with compliance tracking, visibility, and enables them to have a clear view of courses and compliance dependencies. Employees benefit from improved organisation, timely reminders, and a clear path to skill development.

A new **Assignment** option allows you to add due dates and tags to a curriculum or course when assigning it to an employee. Instead of dragging and dropping cards into an employee’s Upskilling Tasks, select the **Assignment Icon** to open the assignment panels and set due dates and tags.

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(106).png)

#### There are two main approaches when managing employee upskilling: setting them at **curriculum level** or **course level**.

- **Curriculum Level:**
  - Due dates and tags apply to all courses within a curriculum.
  - Update due dates and tags for curricula already assigned to the employee.
- **Course Level:**
  - Due dates and tags apply to individual courses.
  - Update due dates and tags for courses already assigned to the employee. If due dates and tags are set on the curriculum and you need to set individual course dates and tags, you can edit the curriculum settings.

> [!NOTE]
> TIP
> 
> If you want to assign due dates and tags to groups of employees, refer to [**How to assign Upskilling due dates and tags through Group Connections**](/docs/how-to-assign-upskilling-due-dates-and-tags-through-group-connections).

---

## How to assign curriculum due dates and tags

When you set due dates and tags at curriculum level, all courses within the assigned curriculum share the same due dates and tags. These can only be edited at curriculum level.

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(99).png)

1. Go to **PEOPLE > EMPLOYEES**.
2. Select the employee you wish to manage.
3. Select **LIFECYCLE > UPSKILLING**.
4. Make sure **Tasks** view is open.
5. Make sure **Curriculum catalogue** is open.
6. On the curriculum card that needs assigning to the employee, select the **Assignment Icon** to open the ASSIGN CURRICULUM panel.
7. Enter the **DUE DATE**. This is the due date for all courses under the curriculum that will be assigned to the employee.
8. Select the **Expand Arrows Icon** to open the SET CURRICULUM TAGS panel.
9. **Select tag** (this will apply tags to all courses under the curriculum connected to the selected organisation component):
  1. The **TAGS** backpack will open.
  2. Choose a tag from the backpack.
    - Use the **Search** if required.
    - More than one option can be selected. You can also **Select all** or **Select none**.
  3. Select the **Green Tick Button** to save and close the backpack (select **X** button to cancel).
10. Select the **Circled tick icon** or **Shrink icon** to close the SET CURRICULUM TAGS panel
11. In the **Courses** section, **SET INDIVIDUAL COURSE DUE DATES AND TAGS** to **No**.
12. Select the **Green Tick Button** to save and close the panel.

### Editing due dates and tags at curriculum level

When the curriculum is already attached to an employee, you can edit the curriculum to update the due dates and tags.

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(100).png)

1. Go to **PEOPLE > EMPLOYEES**.
2. Select the employee you wish to manage.
3. Select **LIFECYCLE > UPSKILLING**.
4. Make sure **Tasks** view is open.
5. Select the **Pencil Icon** on the curriculum to open the **EMPLOYEE UPSKILLING GROUP** panel.
6. In the **Assignment** section:
  1. Enter the **DUE DATE**.
  2. Select the to open the CURRICULUM TAGS panel.
  3. **Select tag** (this will apply tags to all courses under the curriculum that’s connected to the employee):
    1. The **TAGS** backpack will open.
    2. Choose a tag from the backpack.
      - Use the **Search** if required.
      - More than one option can be selected. You can also **Select all** or **Select none**.
    3. Select the **Green Tick Button** to save and close the backpack (select **X** button to cancel).
  4. Select the **Circled tick icon** or **Shrink icon** to close the TAGS panel.
7. Select the **Green Tick Button** to save and close the EMPLOYEE UPSKILLING GROUP panel.

> [!NOTE]
> TIP
> 
> Alternatively, you can **SET INDIVIDUAL COURSE DUE DATES AND TAGS** to **Yes**. This will unlock the due date and course tags options in the attached courses.
> 
> ![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(101).png)

---

## How to assign individual course due dates and tags

When assigning a curriculum to an employee, you’ll need to configure it to allow due dates and tags to be updated at course level. In doing so, all courses within the assigned curriculum can have individual due dates and tags.

First you need to assign the curriculum to the employee, then you can edit the course dates and tags in the courses attached to the curriculum. You can also assign due dates and tags when adding a new course to the curriculum from the employee course catalogue. These three steps are outlined below:

[**1 – Assigning the curriculum**](/docs/how-to-add-due-dates-and-tags#1-–-assigning-the-curriculum) [**2 – Editing course due dates and tags**](/docs/how-to-add-due-dates-and-tags#2-—-editing-course-due-dates-and-tags) [**3 – Assigning due dates and tags when adding a new course to a curriculum**](/docs/how-to-add-due-dates-and-tags#3-—-assigning-due-dates-and-tags-when-adding-a-new-course-to-a-curriculum)

### 1 – Assigning the curriculum

When assigning the curriculum, make sure to **SET INDIVIDUAL COURSE DUE DATES AND TAGS** to **Yes**. This will unlock the due date and course tags options in the attached courses.

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(102).png)

1. Go to **PEOPLE > EMPLOYEES**.
2. Select the employee you wish to manage.
3. Select **LIFECYCLE > UPSKILLING**.
4. Make sure **Tasks** view is open.
5. Make sure **Curriculum catalogue** is open.
6. On the curriculum card that needs assigning to the employee, select the **Assignment Icon** to open the ASSIGN CURRICULUM panel.
7. In the **Courses** section:
  1. **SET INDIVIDUAL COURSE DUE DATES AND TAGS** to **Yes**. This will unlock the DUE DATE and COURSE TAGS options in the attached courses.
  2. In each of the courses, enter the **DUE DATE**.
  3. In each of the courses, **Select tag**:
    1. The **TAGS** backpack will open.
    2. Choose a tag from the backpack.
      - Use the **Search** if required.
      - More than one option can be selected. You can also **Select all** or **Select none**.
    3. Select the **Green Tick Button** to save and close the backpack (select **X** button to cancel).
8. Select the **Green Tick Button** to save and close the ASSIGN CURRICULUM panel.

### 2 — Editing course due dates and tags

There are two ways to do this: By editing the curriculum settings or editing the course itself.

#### Editing the curriculum settings

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(103).png)

1. Go to **PEOPLE > EMPLOYEES**.
2. Select the employee you wish to manage.
3. Select **LIFECYCLE > UPSKILLING**.
4. Make sure **Tasks** view is open.
5. Select the **Pencil Icon** on the curriculum to open the **EMPLOYEE UPSKILLING GROUP** panel.
6. In the **Assignment** section:
  1. **SET INDIVIDUAL COURSE DUE DATES AND TAGS** to **Yes**. This unlocks the DUE DATE and COURSE TAGS options in the attached courses.
  2. In each of the courses, enter the **DUE DATE**.
  3. In each of the courses, **Select tag**:
    1. The **TAGS** backpack will open.
    2. Choose a tag from the backpack.
      - Use the **Search** if required.
      - More than one option can be selected. You can also **Select all** or **Select none**.
    3. Select the **Green Tick Button** to save and close the backpack (select **X** button to cancel).
7. Select the **Green Tick Button** to save and close the EMPLOYEE UPSKILLING GROUP panel.

#### Editing the course

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(104).png)

1. Go to **PEOPLE > EMPLOYEES**.
2. Select the employee you wish to manage.
3. Select **LIFECYCLE > UPSKILLING**.
4. Make sure **Tasks** view is open.
5. Open the curriculum that contains the relevant courses by selecting the **Downward Arrow icon** in the curriculum header.
6. Select a course record to open the **EMPLOYEE UPSKILLING COURSE** panel.
7. In the **Assignment** section:

> [!NOTE]
> TIP
> 
> If you see this message—**Due dates and tags are set on the curriculum for this course**—you’ll need to edit the curriculum record attached to the employee. You can either update the due dates and tags at curriculum level, or change the settings so that you can edit individual courses. Refer to [**Editing the curriculum settings**](/docs/how-to-add-due-dates-and-tags#2-—-editing-course-due-dates-and-tags).
  1. Enter the **DUE DATE**.
  2. Select the **Expand Arrows Icon** to open the COURSE TAGS panel.
  3. **Select tag**:
    1. The **TAGS** backpack will open.
    2. Choose a tag from the backpack.
      - Use the **Search** if required.
      - More than one option can be selected. You can also **Select all** or **Select none**.
    3. Select the **Green Tick Button** to save and close the backpack (select **X** button to cancel).
  4. Select the **Circled tick icon** or **Shrink icon** to close the COURSE TAGS panel.
8. Select the **Green Tick Button** to save and close the EMPLOYEE UPSKILLING COURSE panel.

### **3 — Assigning due dates and tags when adding a new course to a curriculum**

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(105).png)

> [!NOTE]
> TIP
> 
> This option is only available when the curriculum has been configured to allow individual course due dates and tags to be set. If it’s not available, you’ll see this message when you attempt to assign the course: **Due dates and tags are set on the curriculum for this course**. You’ll need to adjust the settings in the curriculum attached to the employee. To learn how, refer to [**Editing the curriculum settings**](/docs/how-to-add-due-dates-and-tags#2-—-editing-course-due-dates-and-tags).

1. Go to **PEOPLE > EMPLOYEES**.
2. Select the employee you wish to manage.
3. Select **LIFECYCLE > UPSKILLING**.
4. Make sure **Tasks** view is open.
5. Open the **Course** **catalogue**.
6. On the course card that needs assigning to the employee, select the **Assignment Icon** to open the ASSIGN COURSE panel.
7. **Select curriculum** to open the curricula backpack.
8. Choose a curriculum from the backpack.
  - Any curricula that are already assigned to the employee will be available to choose from.
  - See above tip if you come across a message mentioning due dates and tags being set at the curriculum.
9. Enter the **DUE DATE**.
10. Select the **Expand Arrows Icon** to open the SET COURSE TAGS panel.
  1. **Select tag**:
    1. The **TAGS** backpack will open.
    2. Choose a tag from the backpack.
      - Use the **Search** if required.
      - More than one option can be selected. You can also **Select all** or **Select none**.
    3. Select the **Green Tick Button** to save and close the backpack (select **X** button to cancel).
11. Select the **Green Tick Button** to save and close the ASSIGN COURSE panel.

---

## Upskilling progress indicators

When a due date is set on a course, the card will show the due date. If the due date passes and the employee hasn’t completed the course, the card completion status will change to ‘Overdue’ and the border will turn red. If a course has tags, these will also display on the card.

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(108).png)

---

## Due date notifications

New Upskilling notification options include a ‘Due date’ notification date type and the ability to add tags. These tags ensure notifications are triggered only by selected criteria. For example, as shown in the screenshot below, if an employee’s certificate will expire and they need to complete a course for renewal, you can create a notification to remind them to complete the course before the due date.

To learn more about notifications, refer to [**Intro to Notification Catalogue**](/docs/intro-to-notification-catalogue).

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/image(109).png)

![upskilling settings icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/upskilling%20settings%20icon.png)

This icon is visible on Upskilling course and curriculum cards in the employee application. Selecting it opens the ASSIGN CURRICULUM or ASSIGN COURSE panels, allowing you to make edits and attach the customised curricula or courses to the employee.

![Upskilling card](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Upskilling%20card.png)

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Glossary/image-1723094497510.png)

Select these arrows to expand a section in order to view and update the contents within.

![save or submit icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/save%20or%20submit%20icon.png)

Select this button to save and submit your content and close the panel.

![circled tick bg](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/circled%20tick%20bg.png)Select this icon when you're done making changes in the panel. Your changes will be saved, and the panel will close.

![minimise content](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/minimise%20content.png)

Use this icon to shrink the panel when you're done making changes. Your changes will be saved, and the panel will close.

![edit content icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/edit%20content%20icon.png)

Select this pencil icon to open edit mode and modify the record.

![expand droplist icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/expand%20droplist%20icon.png)

Select this icon to expand a section (for example, a course, group, or step) to view the tasks contained within.

## Related

- [How to assign Upskilling due dates and tags through Group Connections](/how-to-assign-upskilling-due-dates-and-tags-through-group-connections.md)