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Administrator Guide
Last Updated: 2024-09-20
Steps: Set Up Learning Assessors

Steps: Set Up Learning Assessors

You can designate existing:
  • Workers as internal learning assessors.
  • External learning users as external learning assessors.
This enables you to designate experts to assess training activity lesson content for course offerings, including grading work and recording attendance.
Workday allows you to add multiple assessors for each enrollment on course offerings with training activity lessons.
Workday automatically assigns internal and external learning assessors to appropriate security groups.
  1. Edit the business process.
    Configure either or both of these business processes:
    • Manage Internal Learning Assessor
       business process in the Learning Core functional area.
    • Manage External Learning Assessor
       business process in the Extended Enterprise for Learning and Learning Core functional areas.
  2. Configure the security policy for either or both of these business processes:
    Manage Internal Learning Assessor,
    Manage External Learning Assessor.
    • You can configure the
      Create Internal Learning Assessor
       and
      Edit Internal Learning Assessor
       tasks as initiating actions on the
      Manage Internal Learning Assessor
       business process. You can designate a worker as an internal learning assessor only when the worker isn't already an internal learning assessor, and there aren't any
      in progress
       internal learning assessor events for the worker.
    • You can also configure the
      Create External Learning Assessor
       task as an allowed action on the
      Manage External Learning User
       business process. You can designate an external learning user as an external learning assessor only when the user isn't already an external learning assessor, and there aren't any
      in progress
       external learning assessor events for the user.
  3. Configure the security policy for these domains:
    • Self-Service: Learning Assessor
       in the Extended Enterprise for Learning and Learning Core functional areas. Grant the External Learning Assessor as Self security group View permissions to enable them to view their Extended Enterprise profile.
    • Self-Service: On the Job Training
       in the Learning Core functional area. Grant the External Learning Assessor as Self security group Modify permissions to enable them to access the Learning Trainer worklet and manage grading and attendance for course offerings.
  4. Configure these worklets for the Learning Assessor as Self and the External Learning Assessor as Self security groups:
    • My Course Offerings
       on the
      Learning Trainer
       dashboard.
    • Learning Trainer
       on the
      Home
       dashboard.
  5. (Optional) To create internal learning assessors, access the
    Create Internal Learning Assessor
     task.
  6. (Optional) To create external learning assessors, access the
    Create External Learning Assessor
     task.
Workday adds new internal learning assessors to these security groups:
  • All Learning Assessors.
  • Learning Assessor as Self.
Workday adds new external learning assessors to these security groups:
  • All External Learning Assessors.
  • External Learning Assessor as Self.