Assign (Above) Units to Academy Members

Academy admins can assign their academy members to needed locations and structure. 

Note:

Before assigning any locations to your academy members, make sure you have created the needed Above Units and Units on the Set Up Organization page. 

Navigation: UKG Pro Learning > Admin > Manage Members 

Assign an (Above) Unit

1. Using the search bar and available filters, find the user you want to assign.
2. Select them using the checkbox by their name.
3. Select the Add (Above) Units button.
4. On the window that opens, two columns are displayed. In the left column, search for the Above Unit using the search bar or filtering by Above Unit Type. In the right column, search for a specific Unit using the search bar. Select the checkboxes to assign members to their units and above units.
5. Select Save.
   
   Note:
   • When selecting an Above Unit in the left column, the options that populate on the right column are the Above Unit and all the Units under this specific Above Unit. You can connect the user only with the Above Unit, only with Unit(s) of this Above Unit, or both with the Above Unit and Unit(s), according to your needs. Just select the needed checkbox next to your preferred location. 
   • For a Unit that is not connected with an Above Unit, select Not Connected with Above Units from the left column, and the unconnected Units will populate in the right column. 
   • You may not be able to connect a user with multiple (Above) Units if this is not configured in the Academy Settings.
     
6. Select Save when finished. 

Note:

• You can follow the same process to assign an (Above) Unit to multiple users. To do so, just click the checkbox next to the names of the users that you want to select. Once you have selected all the users that you need to update, follow the process described above, to assign them to the needed (Above) Unit.
• You can assign an (Above) Unit to multiple users using an advanced association process or an automated association rule.

Remove an (Above) Unit

To remove an (Above) Unit from a user, select the user and click Remove Units. On the window that pops up, you can follow the same process you followed above, to remove an (Above) Unit from a user. Only the (Above) Units that the user is currently assigned to, will populate as options for you to remove.

Just select the checkbox next to the location you want to remove from the user. And don't forget to click Save when finished! 

1. Using the search bar and available filters, find the user you want to assign.
2. Select them using the checkbox by their name.
3. Select Remove Units button.
4. In the window that pops up, follow the same process you followed above to remove an (Above) Unit from a user. Only the (Above) Units that the user is currently assigned to will populate as options for you to remove.
5. Select Save when finished.