To assign modules automatically based on the rules you create, perform the following steps:

1. Click Admin.
2. Under Performance and Engagement, click Development and Feedback. The Development and Feedback page appears.
3. Click Menu > Performance Management > Employee Engagement > Development and Feedback.
4. The Development and Feedback page appears. Click New Module.
5. Click the Auto Assignment tab.
6. In the User Rules section, click +Add Rule.
7. The Select a rule section appears. You can create a new rule or assign an existing rule to the module. For more information about creating a new rule or assigning an existing rule to a module, see Work with user association rules.

To assign a module manually, perform the following steps:

1. Click Performance > Workspace.
2. Click Menu > Analytics > Analytics Workspace.
3. In the Employment Engagement section, click Agent Development.
4. In the Default section, search for Agent Development and then click the view name to open it.
5. Choose the agent that you want to assign a module.
6. On the right side of the name of the agent, click Assign Module . The Assign Module window appears. 
7. In the Assign Module page, perform the following steps:
   1. In the Search Module Name/Description field, search for the module you want to assign.
      Note: Genesys Cloud performs the search on the module title and description.
   2. In the next drop-down, select a status of the module to refine the module list. Select one or all the following statuses:
      • Planned. The module is assigned to the agent. To view the due date of the module, hover over the Planned status in each module.
      • In Progress. The agent is performing the module. To view the due date of the module, hover over the In Progress status in each module.
      • Completed. The agent completed the module. To view the due date, the completed date, and its score, hover over the Completed status in each module.
      • Not Yet Assigned. The module is not assigned to the agent. By default, the module list first appears with modules that have the Not Yet Assigned status. 
      • Invalid Schedule. The assigned module was deleted or moved to a different schedule.
      • Overdue. The module assigned to the agent is not completed by the agent. To view the module’s due date, hover over the Planned status in each module.
        Note: The list of modules varies based on the selected status.
   3. From the list of modules that appear, perform the required action based on the selected status:
      • If the module status is Not Yet Assigned, click Assign in the required module to assign that module to the agent.
        Note: If a recommended duration is configured for a module, the recommended duration appears for the specific module.
        Click the image to enlarge.
        
      • If the module status is In Progress, Completed, or Overdue,  click Assign Again in the required module to assign that module to the agent. For more information, see Reset and assign a development and feedback module again.
      • If the module status is Invalid Schedule, click Reschedule in the required module to reassign that module to the agent.
   4. Select the required module and click Assign.
8. In the Schedule section, perform the following steps:
   
   1. In the Booking Method drop-down, select an option. Based on the option you select, the section below updates accordingly. The options are:
      • Optimal Slots. This option is selected by default. When you select this option, the following fields appear:
        1. In the Assignment Duration field, select the required duration of the assignment. 
        2. Click Search.
           Notes: Workforce Management uses the service goals to provide 5 optimal slots with differing time ranges. The most optimal slot is indicated with a label.
      • Custom Slots. Select this option when you want to assign slots during a specific date range. When you select this option, the following fields appear:
        1. In the From fields, select the start date and time in the corresponding fields.
        2. In the To fields, select the end date and time in the corresponding fields.
        3. In the Duration field, select the required hours and minutes in the corresponding fields.
        4. Click Search. 
      • Off Schedule. Select this option when you do not want any impact to the agents’ schedule. Genesys Cloud workforce management does not add this time to the agent’s calendar as they are outside working hours. When you select this option, then in the Complete by fields, select the date and time.
        Note: Using this booking method will not add an activity into the agents schedule.
   2. In the Optimal Slot section, select the required slot. Genesys Cloud indicates the most optimal slot with a label. The right side displays the calendar of the agent. You can view the existing schedule details and make the booking accordingly.
      Note: This section is unavailable when you set the Booking Method field to Off Schedule. If you are booking into the schedule then the calendar on the right hand side will display the agents calendar to help provide context when making your choice.
   3. Click Next.
9. Review the details and click Confirm.