Combine Assignment Rules

From the Advanced options throughout UKG Pro Learning, you can create combined assignment rules by adding multiple member criteria data sets and applying AND, OR, and NOT operators to them. You can also use parenthesis to create independent rule combinations. These rules combine member criteria to include or exclude specific groups of members when assigning or unassigning courses and curricula, sending announcements, and more.

Case 1: Assigning a course to individuals that belong to more than one group.

You can create rules with criteria that match to more than one set. To better understand this functionality, have a look at the graph below: 

Rule 1 - Data Set A

The first rule you create is for data set A. Data set A includes the member with the job Unit Manager and this member is associated with the California above unit and the Store A unit. 

1. From the Select Job drop-down list, select Unit Manager.
2. From the Select Above Units column, check the California box.
3. From the Select Units column, check the Store A box.

4. Select Add More Job/Unit Criteria.

Rule 2 - Data Set B

The second rule you create is for data set B. Data set B includes the member with the Unit Manager job and this member is associated with the California above unit and the Store B unit.

1. From the Select Job drop-down list, select Unit Manager.
2. From the Select Above Units column, check the California box.
3. From the Select Units column, check the Store B box.

4. In the Rule composition editor field, enter 1 AND 2 to combine both rules.

In this example, the number 1 represents the rule for data set A. The number 2 represents the rule for data set B.

5. Select Calculate to view the number of members included in the selected criteria.

Case 2: Assign a course to three sets of people

You can assign a course using up to three data sets. For example, you want to assign a course to all members who match the criteria in data sets A, B, and C.

After creating each data set, enter 1 AND 2 AND 3 in the Rule composition editor field.

In this example, the assignment includes all members who match the selected criteria from all three assignment rules.

Case 3: Assign a course to three sets of people, when the third set is independent

You can assign a course using three data sets, where the third data set is independent of the first two. For example, you want to assign a course to all Unit Managers who match the criteria in data sets A and B, and all Sales Managers who match the criteria in data set C.

To accomplish this, you create each data set, then enter (1 AND 2) OR 3 in the Rule composition editor field.

In this example, the assignment includes members who match the selected criteria in both data sets A and B, and who match the selected criteria in data set C.

Case 4: Exclude a Data Set

Use a NOT operator to create exclusions when combining assignment rules. When using Advanced Assignment and Combining Assignment rules, you have the option to Exclude users who have a specific job or belong to a specific Above Unit/Unit. As an example, if you want to assign a course to All Unit Managers apart from the ones who belong to a specific Unit, select the first dataset (Data Set A) based on the greater audience of your assignment (Job: Unit Manager, Units: All) and then select "Add more job/unit Criteria". Then a new panel will be created, where you'll need to insert the rule for the second data set (Data Set B) that you'd like to be excluded from your advanced assignment (Job: Unit Manager, Units: Unit to be excluded). 

In the Rule Composition editor panel add 1 NOT 2.

Operator Combinations

• 1 OR 2: Includes all members who match the criteria in either rule 1 or rule 2.
• 1 AND 2: Includes all members who match the criteria in both rules 1 and 2.
• 1 NOT 2: Includes all members who match the criteria in rule 1 and do not match the criteria in rule 2.
• 1 AND 2 AND 3: Includes all members who match the criteria in all three rules. 
• 1 OR 2 OR 3: Includes all members who match the criteria in either rule 1, rule 2, or rule 3. 
• (1 AND 2) OR 3: Includes all members who match the criteria in both rules 1 and 2, or in rule 3.
• (1 AND 2) OR (1 AND 3): Includes all members who match the criteria in both rules 1 and 2, or in both rules 1 and 3.
• (1 AND 2) AND (2 AND 3): Includes all members who match the criteria in both rules 1 and 2, and in both rules 2 and 3.
• (1 AND 2) AND (2 OR 3): Includes all members who match the criteria in both rules 1 and 2, and either in rule 2 or rule 3.

Note:

• You can combine up to three sets of criteria.
• The NOT operator is only available for single operations.
• Each combination included in parentheses is considered one set of criteria and is prioritized over any criteria outside of the parentheses.
• When calculating operator combinations, the AND operator has priority over the OR calculator.