Learning Budgets are a mainstay of any organisation’s people development plan, so it’s essential to make assigning them a seamless task. With the Edit Group feature, both Budget Owners and Admins will be able to add and remove Groups at any time, while a Budget is active.
For Budget Owners and Admins
It’s first important to remember that with this functionality, both the Budget Owner and any Admins have control over the selected Budget’s Group assignment, after it’s been published. This means that Admins can add or remove Groups without requiring the assistance of the Budget Owner themselves.
The experience includes the following steps:
Create a Budget or select Edit Groups (from 3-dot menu) on an existing Budget.
The Edit Groups pop-up will appear.
Select a Group name from the drop-down menu, or begin typing it to reveal.
Click “x” on a Group to remove them from selection.
Note✨: There is no limit to the number of Groups that can be added/removed from a Budget.
Click Update Groups to be reminded of your choice before proceeding, as this may affect any previous decisions made surrounding your Budget.
A toast message will appear confirming the addition of your latest Group(s). The same will be received, when removing them. Both notifications can be received at the same time, should Groups be removed and added simultaneously.
Related to this feature, Budget Owners will receive notifications when:
A new Group has been added to their Budget (by themselves or an Admin)
A Group has been removed from their Budget (by themselves or an Admin)
A Group they’re in has been added to a Budget (by themselves or an Admin)
Admins will receive notifications when:
A Group they’re in has been added to a Budget.
Changes to a Budget will be recorded in the Budget’s history log (select View History). These changes can be viewed via the 3-dot menu in the Budget Name column.
They will show the number of added/removed Groups, the date and time the action was done, but won’t show the name of the user responsible for this change.
Note✨: If a User with a pending learning request is removed from an assigned Group - or the Group has been removed from the Budget - then this request will be automatically cancelled. The cancellation will appear in the request’s View History log (via the Requests page):
Requests previously approved for removed Users/Users of the removed Group, won’t be altered therefore remain granted.
If Users are added to multiple Budgets at once (this includes via HRIS sync rules) then Budget Owners will receive a “Multiple groups” version of the toast messages.
Note✨: In addition, do remember the following points…
All Budgets must have at least 1 Group assigned to it, in order for it to be active.
Should a Group be deleted from your workspace, any Budget(s) assigned to that Group will still exist as active, and the Budget Owner (or Admins) can add new Groups to it.
Check out our video walk-through for the basics of this feature...
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