How to Switch from Annual Training to Anniversary Training

When switching from an annual training campaign to anniversary-based training, you'll need to create a new training campaign. You cannot convert an existing annual campaign to anniversary training. 

Step 1: Review Your Existing Annual Campaign

Before creating the new campaign, open your current annual training campaign and take note of two groups of learners:

• Within deadline — learners who have been assigned but haven't yet completed the training
• Incomplete — learners who have not finished

If you have learners who are within deadline or incomplete:

It's recommended to keep those learners in the existing annual campaign but you could also re-assing them to the new campaign if preferred. If wanting them to stay in the same campaign until they are complete:

1. Go to the campaign Settings and switch it to One-Time Population so no new learners are added.
2. Add only the learners who need to keep training and save the settings.
3. Let those learners finish the training in the existing campaign.
4. Once everyone is done, archive the campaign.

You can add these learners to the Historical Training Data CSV (covered in Step 3) and assign them a future due date if you'd prefer to move them into the new campaign right away. Another option would be just waiting until their annual training date and manually assigning them to the training. 

For completed learners:

You can skip straight to archiving the campaign. First, export a record of completions:

1. Filter by Assignment Status: Completed to show only learners who have finished.
2. Click Download CSV (Filtered) to export a file containing learner names, emails, and completion dates.
3. Keep this file handy — you'll need it in the next steps.

Step 2: Create the New Anniversary Training Campaign

1. From the dashboard, click to create a new campaign.
2. Select Harassment Prevention and choose the appropriate course (e.g., for Managers or Learners).
3. Set enrollment to Ongoing Auto-Enroll Rules so that:
   • New learners are automatically added to the training going forward.
   • Current learners are automatically assigned.

Step 3: Configure the Schedule

Under the Schedule section:

1. Set the Scheduling Method to Learner Anniversary.
2. Set a Campaign Start Date — this is the date the campaign goes live for everyone.
3. Under Historical Training Data, upload a CSV file. This tells the system when each learner last completed the training, so it can calculate their next due date correctly.

Preparing the Historical Training Data CSV

Use the CSV you downloaded in Step 1, but clean it up before uploading:

• Include only two columns: email and date
• Remove all other columns (names, timestamps, etc.)

Once uploaded, each enrolled learner's next training date will be calculated based on the date you provided for them.

More information here on how our Historical Training data works.

Note: For the Date column in the CSV file you downloaded you need to remove the timestamp.

Step 4: Finalize and Save

1. Set your preferred deadline, manager, and site notifications.
2. Click Review and Save Campaign.

Once the campaign is saved, learners' next training dates will be based on the historical completion dates you uploaded.

Summary