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Lambda Lab - Faster, Better, Easier User Management with Totara HR Import

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If you're just starting out with Totara Learn, or are looking for ways to make User Management more efficient, then this session is for you!

In this Lambda Lab you will understand what Totara HR Import is and the benefits it offers, understand the basics of user profiles and job assignments, and learn how Totara HR Import files are structured and how field mapping can be used to handle variations in structure.

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Lambda Lab - Faster, Better, Easier User Management with Totara HR Import

  1. 1. Erin Melvin - Moderator Director of Client Engagement Benjamin Young - Presenter Director of Learning Solutions Lambda Lab: Faster, Better, Easier User Management with Totara HR Import
  2. 2. Agenda ● What is Totara HR Import? ● Why Use Totara HR Import? ○ Taking a closer look at what we are populating ● How to Use Totara HR Import (Demo) 2
  3. 3. 3-Part Series This Lab is part of a series! Part 1: Organizational Mapping for LMS Success Part 2: Using Totara Hierarchies Part 3: Using Totara HR Import 3
  4. 4. Totara HR Import allows for regular updates to... The people, positions, and organization data in Totara Learn ● Update data regularly and automatically ● HR Import is a one-way synchronization from the HR System to Totara Learn ● Exchange data via CSV file or External database connection What is Totara HR Import? 4
  5. 5. Why Use Totara HR Import? HR import keeps Totara Learn up-to-date! ● Update data regularly and automatically ● Create, update, or delete: ○ Users ○ Positions ○ Organizations ○ Job Assignments (a users position, organization, manager) 5
  6. 6. What we are Populating? Position and Organization Hierarchies Organization Hierarchy: ● Departments, Groups, Teams, Faculties, Units, Locations, Branches, Franchises Position Hierarchy: ● Positions, Roles 6
  7. 7. What we are Populating? For a more extensive breakdown see: ● Part 1: Organizational Mapping for LMS Success ● Part 2: Using Totara Hierarchies 7
  8. 8. What we are Populating? HR import keeps Totara Learn up-to-date! Demo - User profile/account - Job Assignments 8
  9. 9. How to use HR Import Demo - HR Import Default Settings - Manage Elements - Sources - Mapping - Review of HR Import file samples 9
  10. 10. Summary
  11. 11. Summary Totara HR Import allows for regular updates and automatic updates to data in Totara Learn. ● Update people, positions, and organization data ● HR Import is a one-way synchronization from the HR System to Totara Learn ● Exchange data via CSV file or External database connection 11
  12. 12. Thank you!
  13. 13. Upcoming Webinars ● How to Benefit From Meaningful Learning Assessments & Evaluations ○ Tuesday June 4, 10am PT ● Lambda Lab: Back to Basics: Derived Tables ○ Tuesday June 18, 10am PT ● Lambda Lab: Using Assignment Rubrics ○ Tuesday June 25, 10am PT 13
  14. 14. Phone: +1.877.694.5289 Web: techsupport.lambdasolutions.net Email: support@lambdasolutions.net

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