Employee vs. Manager Compliance Courses & Reporting

Hello, 

We created 2 yearly compliance learning plans, one for individual contributors and another for managers. Within these learning plans, they each have 3 courses that cover the same topics but they are versioned to either IC or manager. We are going to create a new learning plan each year and enroll all employees in Jan. We are not using the retraining app.

Example:

2022 Compliance Learning Plan - Individual Contributors

1. Anti-Harassment for Employees
2. Info Sec
3. Managing Bias for Employees

2022 Compliance Learning Plan - Managers

1. Anti-Harassment for Managers
2. Info Sec for Managers
3. Managing Bias for Managers

Essentially, the manager courses are the same as the IC courses, but with additional manager information. 

After enrolling employees into all of these learning plans and adding an enrollment rule, I have noticed we have 148 employees who are enrolled in both learning plans when trying to run a report for compliance. This is because they went from IC to Manager after the initial enrollment.

I am not sure the best way to approach this. Legal informed us that they need to only complete the version that matches their current role. However, we shouldn’t unenroll them from the IC courses because it erases all records that we enrolled them in the training and they did or didn’t complete it.

If I leave them enrolled in both, but we only tell them to complete the learning plan that matches their current role, I feel like it is a bad user experience. Also, it will look like they need to complete both on their My Courses and Learning Plans page.

How does your company manage compliance training for promotions/demotions? Do you leave them enrolled in both and manually filter the duplicates out in reporting? Do you mark them as suspended for the courses they no longer need to complete? 

Also, how do you determine your required audience for completion rates? We can’t use the # of users enrolled because the course has the duplicate users who no longer need to take that version of the course. Do you use your HRIS reporting to get the total # of expected people required to take the course and then do a VLookup to compare it to the people who completed the course in the LMS?