This article explains how to exempt individual assignments so users can remain in the correct audience groups while being excluded from specific mandatory training or policy attestations.
When to exempt users
You may use audience groups to assign mandatory content automatically through rule sets.
A user in an audience group may no longer be able, or need, to complete a Learning Path that has been assigned to them. For example, they may be unable to complete a physical activity, or they may be on a support plan and should be exempt from specific training requirements.
How to exempt a user
Open Management Console > User management and search for the user.
Select Exemptions from the Edit user sidebar.
Tick the box next to each Learning Path or policy attestation you want to exempt.
Select Save exemptions.
Enter a reason for the exemption or choose one of the available preset reasons.
Select Save to confirm the exemption.
What happens when a Learning Path is exempted
Once a Learning Path exemption is applied:
The assignment will no longer be visible to the user.
The assignment will not appear in Management Information reports.
The assignment will still be visible on the individual's assignment page and on the My Team page.
Only administrators with exemption permissions can view exemption reasons.
How exemptions work for policies
It is important to understand that policy exemptions do not fully remove access to a policy.
The exemption feature was originally designed for mandatory activities, allowing administrators to exempt users from completing required content. Policies contain both optional and mandatory elements, so exemptions behave differently.
Policy component | Controlled by | Effect of exemption |
Optional policy access | Audience groups on the Policy Information page | Users can still view the policy if they remain in the audience group. |
Mandatory attestation | Audience groups assigned on the Attestation tab | Users are exempted from the attestation requirement. |
When a policy exemption is applied:
The user is exempted from the policy attestation requirement.
The policy may still be visible to the user.
The user is not required to attest to the policy.
Access to the policy depends on the audience groups assigned on the Policy Information page.
This design supports situations where a policy should be available to a broad audience but only require attestation from specific users. For example, a finance policy may be visible to all employees, while only users in finance-related roles are required to attest to it.
If circumstances change
If a user should complete the training or policy attestation in future, you can remove the exemption and the assignment requirements will be reinstated according to the applicable audience rules.
Conclusion
You can use exemptions to prevent users from being required to complete specific Learning Paths while keeping audience group membership intact. If you need help configuring exemptions or permissions, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].