Setting course deadlines based on start date

Groups and enrollment rules is how we assign new employee training immediately upon account creation. 

Sorry, I appreciate this thread is old now, but I'd be interested in what you came up with ​@andrea maliska test, as I don't think the above answers address your issue if your issue was the same as the one I’m working on.

We want to enrol users into some compliance elearnign when they start with us and give them a 60 day deadline to complete them. We have an enrolment rule set up to enrol new users into the courses with a deadline of 60 days from when they are enrolled in the course.

However, users aren't added to Docebo on their first day of employment, but typically weeks, and sometimes months in advance. Has anyone found a way of managing this so that the users would have 60 days until the deadline for a course from when they start at an organisation, rather than 60 days from when their user account was created?

At the moment, the only thing I can think of is manually enrolling them into the course and manually managing group memberships so that the dates are correct, but I’d like to avoid that if at all possible. One of the main objectives of us buying Docebo was to minimise manual admin of these kind of processes.

Hi ​@Robin WIllens - here is the short of it.

You are technically correct - one cannot assume enrollment date = start date.

But ​@lrnlab makes the leap (and it is where the advice stems from) with the use of a custom user field? You can bring that detail (start date) into the system. From there - automatic groups and enrollment rules can do their thing.

Where this may seem only doable with an integration of sorts? This can be totally powered by csv uploads of that data point about your folks.

The piece that makes that csv upload complex is that it needs to be “powered” or manned on a regular basis by process. This is where automation shines…I just wanted you to hear that the logic is 100% doable with manual processing of users.

One more note ​@Robin WIllens - if you are running an integration for creating your new users? Then it is more getting that start date in with some automation as well into the custom user field.

Hi ​@dklinger. Yes, we have an integration with our HRIS. There is a tick box for each user in the HRIS called ‘LMS user’ which automatically creates an account in Docebo if we tick it. However, this is done when the record is created in our HRIS, which is normally well in advance of their first day. We have a user field called Join Date, but there doesn't seem to be a way of using that date in Docebo as far as I can see.

I suppose what you’re saying is that if we change our process so that this tick box is only ticked in the HRIS on their start date, rather than when the account is created then the enrolment date and start date will match up?

If your join date = start date? Then you would want to evaluate the start date field. To be transparent we use two fielda together in our logic (and just a few more juicy pieces of metadata). So we use a “new employee” field as well as a start date field. We use these two to evaluate of the person is new and beyond a certain date. Our integration takes a person out of the new employee field in 30 days. With that? We have enough. We are doing some last things to ensure that a person is added to our feed essentially on their orientation day….but that is part of the report filtering done by HRIS and not on our end. That helps us understand the criteria best for who should be eligible. 

Thanks for explaining. That’s a possibility with our provider, however, there’s an additional cost involved to build that kind of functionality so we’ll have to see if we can justify the cost.