Assign (Above) Units to Academy Members

Academy admins can assign members to specific units and above units, based on your Academy's 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 (hover) > 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. In the window that opens, two columns are displayed. In the left column, you can search for the Above Unit using the search bar or filtering by Above Unit Type. In the right column, you can 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:
   • The Units in the right column directly relate to the Above Units in the left column. You can choose to connect the user only with the Above Unit, only with Unit(s) of this Above Unit, or both the Above Unit and Unit(s).
   • 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:

• To assign an (Above) Unit to multiple users, select 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 all to the same (Above) Unit(s).
• You can assign an (Above) Unit to multiple users using an advanced association process or an automated association rule.

Remove an (Above) Unit

Remove an (Above) Unit from a member by using a similar process.

1. Using the search bar and available filters, find the user you want to unassign.
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. Only the (Above) Units that the user is currently assigned to will populate as options for you to remove.
5. Select Save when finished.