Create Learning Enrollment Rules

Learning Guide

Version
R2024.1.1
Create Learning Enrollment Rules

To create a learning enrollment rule:

  1. Go to Learning Setup > Learning Enrollment Rules.
  2. Click New Rule.
  3. Enter a title for the rule.
  4. In the From drop-down list, select the basis for enrolling employees (either groups or branch).
  5. In the To drop-down list, select whether this rule enrolls employees in courses or learning plans.
  6. Click Next.
  7. To configure which employees get enrolled:
    1. Click the employees icon ( ) next to the rule.
    2. Select the checkboxes next to the groups or branches (depending on your selection in step 4) you want to enroll.
    3. Click Confirm.
  8. To configure which courses or learning plans employees get enrolled in:
    1. Click the courses icon next to the rule.
    2. Select the checkboxes next to the courses or learning plans (based on your selection in step 5) you want to enroll employees in.
    3. Click Confirm.
  9. To enable the rule, click the activate icon ( ). When the rule is active, the icon turns from black to green.