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Smart Assignment

One course package. The right version for every employee. No manual work.

Assigning the right compliance training across roles, locations, and jurisdictions shouldn’t take a spreadsheet.

A course like Preventing Workplace Harassment has different versions for supervisors and non-supervisors, and different versions for states like California, New York, and Illinois, as well as industry-specific and country-specific versions. Getting the right one to each employee usually means building and maintaining a web of assignment rules.

Smart Assignment does it for you. You assign one course package. Each employee gets the exact version that fits their role and location, automatically.

Smart Assignment at a glance

Two ways to get every employee the right course, and you can use either or both.

The employee answers a few quick questions

  • At the start of the course, the employee answers a short set of questions about their role and where they work. Smart Assignment delivers the matching version on the spot.

Or your existing data does it for them

  • Smart Assignment can also draw on the role, location, and supervisory information already in your systems, so the right version is set before the employee even begins.

You assign one package, not many

  • Either way, you deploy a single course package. No separate assignments to build for every role and state. No versions to match by hand.

It catches what a spreadsheet misses

A supervisor with a team spread across three states. An employee who just relocated. Someone whose record hasn’t caught up with a role change. When Smart Assignment can ask the employee directly, the right version gets delivered even when the underlying data is out of date. 

It stays right as people change

Roles change, people move, new hires arrive. Because the right version is decided at the moment of training, your program keeps pace without someone updating assignment rules behind the scenes. 

You can see exactly what each person got

Reporting shows which version every employee completed, so you have a clear, defensible record of who was trained on what. 

Built to fit how you work

Ready out of the box

The standard setup supports Preventing Workplace Harassment (Advanced, Extended, Fundamentals and Essentials) and Workplace Violence Prevention, in English and Spanish, and works with the Traliant Learning Center or your own LMS. It's included at no extra cost.

Configurable for complex programs

Organizations with more involved needs can support industry-specific and global training, combine courses such as Workplace Harassment Prevention with Bystander Intervention, and set custom role and location logic. Custom setups are typically live within 30 days.

Works with the systems you already have

Smart Assignment runs inside the Traliant Learning Center and integrates with third-party LMS platforms, so it fits your current setup instead of replacing it.

Less time spent managing assignments. Fewer gaps in your compliance record. No added cost to get there.

Hours back for your team

One package instead of a version matrix means far less time spent building assignments, reconciling states, and fixing the wrong-course-to-the-wrong-person problem.

A cleaner compliance record

When every employee gets the correct version automatically, and you can prove which one they completed, you close one of the most common gaps in a compliance program.

No cost to add it

The standard configuration is included for Preventing Workplace Harassment, so improving how you assign training doesn’t mean adding to your budget.

Smart Assignment at a glance

The right training, for the right employee, without you having to manage it

  • Delivers the correct course version automatically, by role and location
  • Works from learner questions, your existing data, or both
  • One course package instead of many separate assignments
  • Catches the cases that assignment rules miss
  • Clear reporting on which version each employee completed
  • Works with the Traliant Learning Center or a third-party LMS
  • Standard configuration for Preventing Workplace Harassment included at no additional cost

Start your free trial now!