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How do I recertify all of my Learners at the same time?

Adjust learner recertification dates to create a unified annual training schedule, ensuring all team members recertify at the same time, regardless of their original completion dates.

Before You Start

What You'll Need

  • Administrative access to your EasyLlama dashboard
  • All learners should have completed the course you plan to recertify
  • Understanding that recertification dates are normally based on completion date + frequency settings
  • Access to Learners tab with filtering and bulk actions

Important Context

A learner's recertification date is normally based on:

  • The day they completed the course
  • The Recertification Frequency settings for that course

However, if your organization prefers to roll out training annually for all learners at the same time, adjustments are needed because individual completion dates vary.

Align Recertification Dates for Annual Rollout

Step 1: Verify Course Completion

Ensure all learners have completed the course you plan to recertify.

If some learners have not completed the previously assigned course:

  • Do not recertify them yet
  • Instead, change their Due Date and re-notify them
  • They must complete the current assignment before recertification

Step 2: Review Course Assignment (Optional)

When using this method, all learners will be recertified based on the course they took previously.

If you need to change the course for some learners (e.g., due to a region change or promotion):

  • Option A: Assign the new course immediately—this replaces the recertification date for the previous version
  • Option B: Change the recertification course for future renewal

Step 3: Bulk Update Recertification Dates

For all learners who have completed the previously assigned course:

  1. Go to the Learners tab
  2. Select learners who need their recertification dates aligned
  3. Use bulk edit to update recertification dates to your desired annual date

This ensures everyone's next recertification falls on the same schedule.

Step 4: Filter for Due Learners

When it's time for the learner’s to be recertified:

  1. On the Learners tab, click the Due for Recertification filter button. This displays all learners whose recertification is due.
  2. Review the list carefully to ensure everything is correct.

Step 5: Select Learners

Select learners to recertify:

  • Check boxes next to individual learners (one page at a time—50 per page)
  • OR use the Select All function if you want to recertify every learner across all pages

Note: You can only check boxes on one page at a time when selecting manually. Moving to another page clears previous selections.

Step 6: Access Bulk Recertify

  1. With learners selected, the purple Action bar appears
  2. Click More > Recertify.

Step 7: Confirm and Complete

Review the confirmation pop-up and click Recertify to confirm.

Step 8: Verify

That's it! The recertification courses will be:

  • Assigned to all selected learners
  • Notified according to your notification settings
  • Visible in learner profiles and upcoming recertifications

Process Summary

Step Action Purpose
1 Verify completion Ensure learners are ready to recertify
2 Review course assignment Confirm correct course for each learner
3 Bulk update dates Align all recertifications to same date
4 Filter due learners Identify who needs recertification now
5 Select learners Choose recipients for bulk recertify
6 Access bulk recertify Initiate the process
7 Confirm Complete the assignment

Important Considerations

Before Recertifying

  • ✅ All learners should have completed the original course
  • ✅ Verify each learner needs the same course for recertification
  • ✅ Confirm the new recertification date is correctly set
  • ❌ Do NOT recertify learners with incomplete original assignments

After Recertifying

  • Learners receive notifications based on your settings
  • New recertification dates are calculated from this assignment
  • Courses appear in learner profiles as current assignments

Helpful Tips

Do not recertify incomplete learners

Only recertify learners who have completed the previous course. Others need due date adjustments, not recertification.

Verify the course versions

Ensure all selected learners need the same course version. If some need different courses (due to region/role changes), handle them separately.

What's Next?

Quick Questions

What if a learner hasn't completed the original course?

Do NOT recertify them. Instead, adjust their due date and send reminders to complete the current assignment.

Can I recertify learners with different courses at once?

No. Bulk recertify works for learners needing the same course. For mixed courses, handle in separate batches.

What happens to the old recertification date?

The new recertification assignment replaces the previous upcoming recertification. The learner's completion history remains unchanged.

How do learners know they've been recertified?

They receive notifications based on your settings, and the new course appears in their current assignments.

Llama Fact: Llamas are social animals that thrive on routine and predictable schedules—similar to how aligning recertification dates creates predictable training cycles for your organization!