Oracle Learning Initiatives – Setup and Execution Framework

What is a Learning Initiative?

A Learning Initiative is a recurring learning assignment designed to automatically assign training to learners on a regular basis (e.g., monthly, annually). It supports structured programs like:

• Onboarding
• Compliance training
• Leadership development
• Technical or job-specific training

Example: Automatically assign training to employees upon joining the Finance department and withdraw assignments for those who leave.

Assignment Types:

• Catalog Item Assignment: Internal learning items listed in the catalog.
• Noncatalog Item Assignment: External or informal learning (e.g., college courses) recorded in learner history.

Key Fields and Configuration:

1. Initiative Start Date:

   • Learners see the training in their "Current Learning" from this date.
   • Use HCM Data Loader to assign on a past date if needed.

2. Initiative Stop Date:

   • Stops new enrollments while keeping existing assignments active.

3. Initial Due Date Option:

   • Sets first deadline for learners.
   • Example: Assignments created on March 25 with a due date of May 1.

4. Ongoing Due Date:

   • Used during initiative reconciliation to manage deadlines for newly added learners.
   • Specify due within ‘X’ days (e.g., due within 10 days).

5. Initial Assignment Status:

   • Active: Learner starts immediately.
   • Bypass Completed: Automatically marked complete.
   • Pending Fulfilment: Await action before course starts.

Learning Item Version Visibility Options:

• Latest: Learners see the most recently reconciled version until completion.
• Initiative Start Date: Learners always see the version active on the initiative start date.
• Assignment to Learner Date: Learners see the version available when learning was assigned.

Validity Period Configuration:

1. Starts:

   • After Due Date: Validity starts no earlier than the due date.
   • After Completion (Default): Validity starts from completion date.

2. Expires:

   • Expires on Date: Fixed date after a number of years.
   • Expires on Year: Duration from validity start date.
   • Never Expires: Valid forever.
   • Expires in Days: Set number of days from validity start.

Learner Reconciliation:

• Option to withdraw assignments of learners no longer part of the target audience.

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.