How to defer training for team members who recently completed training

Many companies who recently switched training providers may want to defer training, or add an exclusion, for a group of users who recently completed training. There are two ways to achieve this in Ethena:

1. Mark the users as completed for the upcoming training cycle.
2. Exclude the users from this training cycle's assignment, then add them back in after the fact.

Instructions for both options are included below.

Marking Users as Completed

New training assignments are "released" in Ethena at 12am UTC, which is typically 4pm or 5pm PT the evening before training officially launches (depending on Daylight Savings). We don't send new training notifications until 10am in the learner's local time zone on launch day. This allows for a window in which training is "released," but the learner is not yet notified, in which you can mark a learner's training as completed and thus suppress the 10am training notification.

If you'd like to do so, you can follow these instructions to mark the impacted users' trainings as completed. If you need to take this action in bulk (for 10 or more users), please reach out to support@goethena.com for assistance.

Excluding Users from a Training Cycle

1. Review these instructions on how to set up a training campaign in Ethena.
2. On the ‘Manage Learners’ step, exclude recent trainees from the campaign. You can do this in two ways:
   1. Manually: On the ‘Included’ tab, search for a team member’s name, open the menu, and choose ‘Always Exclude.’
   2. By CSV: On the ‘Excluded’ tab, choose ‘Upload CSV’ and ‘Add team members.’ Upload a CSV (can be a single column with header ‘email’) of the folks you’d like to exclude from the assignment.
3. Review & Save Campaign.

Once you're ready for the excluded team members to get added into the assignment, come back and remove them from the manual exclusions list:

1. Open up the training campaign and select ‘Edit…’
2. On the ‘Manage Learners’ step, go to the ‘Excluded’ tab and select ‘Download CSV.’
3. Then, go to the ‘Included’ tab and select ‘Upload CSV’ > ‘Add team members.’ Upload the list of previously excluded users that you just downloaded.
   1. 💡 Ethena tip: Not ready to add in all of your excluded users just yet? Edit the downloaded ‘Excluded’ CSV before uploading it on the ‘Included’ side.
4. Review & Save Campaign.

Learners will receive a new training notification at the next 10am in their local time zone (either same day or next business day). If you’re currently in a deferral period, they won’t be assigned or notified until your next annual training date.