New to Docebo and looking for advice

Happy to hear what you are trying to accomplish and can offer some advice 

​@martindunne I have several things I am working on but I think the main one I want to focus on is our onboarding set up. We have several different onboarding courses that are assigned to different groups based on things like location etc. I want to provide the bet user experience along with automation on the back end. 

I also would love to her about your experiences setting up ILT courses where all sessions are required. Some are in person and some are virtual. 

I would be happy to help! I can only share from the perspective of our implementation. Maybe there’s a consultant who could provide a broader view though.

Hey there! Could you provide a little bit of information about the needs of your organization? That’ll help people know if they have relevant advice or not.

Hi ​@kprim Welcome to Docebo Community!

Without knowing a lot about your specific design and use case. It sounds like the native features in Docebo most useful for your onboarding scenario are Groups and Enrollment Rules. Groups can be used to isolate employees based on user fields and additional fields. For example, if you bring in employee location data, and hire date during your user import process, you can use it to create groups of employees by location and hire date. Then, in Enrollment Rules, you can assign courses and/or learning plans to the groups, making it dynamic and automated. 

My organization is really just scratching the surface on grouping and enrollment rules, but I am always happy to connect and learn from your experience as well. 

Always happy to connect with another team on Docebo.

Shoot me a DM - and we can setup the time.

Shoot me a DM, happy to connect and talk through your setup and provide advice as best I can. :)

Great timing to be thinking about this during implementation — the architecture decisions you make now will save you a ton of rework later.

In a nutshell: the magic in Docebo is in the interplay between Groups, Enrollment Rules, Catalogs, and Pages. Get those four working together and both the learner experience and the automation almost take care of themselves.

Would love to share some patterns that worked well in similar setups — feel free to DM me and we can find 10 minutes to chat.

Hello! I also work in banking/finance. I would say getting our onboarding program set up was really important and even more so was building out our compliance program. As you well know, there’s a lot of compliance in the banking/finance world! I like what others are saying about groups and enrollment rules, etc. so I won’t repeat too much on that topic.

• For our onboarding program, I think one thing that made a huge difference was creating a weekly, scheduled report that is monitored for completion (as all of our onboarding has to be done within 30 days, especially for the compliance parts of that). We have one person who monitors that report and she just filters for incompletes. We also set up notification rules - 1 to go to the employee 2 weeks prior to the due date, and if their training goes longer than 30 days it starts notifying the manager as well. 
• Separately, for our Compliance program to be successful, we created additional groups and each group has a yearly assigned learning plan with all of their courses. We then created enrollment rules that anytime someone was added to that group, it would assign out that groups compliance training.
• Also, this year, we added in an additional field on the course/learning plan which says “Annual Training” that people can sort by. While we liked the ability to mark training as required when assigned out, what we found is that managers were also assigning out training as required, causing a lot of confusion. Now, only Compliance (and other annual trainings) get the “Annual Training” field assigned to them. This allows users to filter using that and courses in progress/not started to see what they have left to do for the year.

Feel free to drop me a DM if you want to talk more!