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Group/Enrollment Rules

  • December 22, 2021
  • 5 replies
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S
Influencer III
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Hi!

Looking for some best practices.. We currently assign onboarding for new employees via a enrollment rule associated with an onboarding learning plan and a group. We do not require employees who have been re hired within 6 months to re-complete onboarding. I tried to narrow this down in the group eligibility but I can only add a condition in a group that would add them to the group if they are enrolled in a course, rather than making sure they are not added to the group if they’re already enrolled in the course.

Has anyone else come across this scenario and have helpful tips? Thank you!

Best answer by TaviaRitter

Hey there @simone.yaghi ! 

We created an automatic group that incorporated both enrollment rules AND their start date. The important things to consider: 

  • Our platform has  custom fields set up that pull in the ‘hire date’ 
  • The automatic group conditions are set to meet ‘all’ not ‘any’ of the conditions - this will ensure that the hire date and enrollment rules must both be in place for a user to be in the group.
  • The hire date can be set for ‘after’ a specific time period… which is great if you nee something like this. 


hope this was helpful!  

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5 replies

TaviaRitter
Helper I
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  • TaviaRitter
  • Helper I
  • 47 replies
  • Answer
  • December 22, 2021

Hey there @simone.yaghi ! 

We created an automatic group that incorporated both enrollment rules AND their start date. The important things to consider: 

  • Our platform has  custom fields set up that pull in the ‘hire date’ 
  • The automatic group conditions are set to meet ‘all’ not ‘any’ of the conditions - this will ensure that the hire date and enrollment rules must both be in place for a user to be in the group.
  • The hire date can be set for ‘after’ a specific time period… which is great if you nee something like this. 


hope this was helpful!  

Tavia Ritter
S
Influencer III
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  • simone.yaghi
  • Author
  • Influencer III
  • 67 replies
  • December 22, 2021

Hi @TaviaRitter ! Thank you. In our group we do have hire date as a condition so that it captures new employees. I am just not sure the best way so that it doesn’t re assign an employee the curriculum once they are re hired and activated in the system again. The enrollment rule conditions in a group only allow you to include an employee based on their enrollments, not exclude. 

 

thanks,

Simone

TaviaRitter
Helper I
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  • TaviaRitter
  • Helper I
  • 47 replies
  • December 22, 2021

@simone.yaghi - my understanding of the platform is that if the user stays in the system, and just goes from active to inactive and back again, their enrollments will stay too… 
I am sure someone will correct me if I am wrong. :nerd: 

So… if that is in fact the way it works, and you aren’t re-entering the user, rather marking them as active/inactive… you are probably good to go. 

Tavia Ritter
Adam Ballhaussen
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  • Adam Ballhaussen
    Adam Ballhaussen
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Influencer III
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  • simone.yaghi
  • Author
  • Influencer III
  • 67 replies
  • December 22, 2021

@TaviaRitter right that makes sense. The complicated part is if they are rehired within 6 months they should not re complete the curriculum, but after 6 months they should.. 

TaviaRitter
Helper I
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  • TaviaRitter
  • Helper I
  • 47 replies
  • December 22, 2021

@simone.yaghi - what if you duplicated the course and coded or named it as ‘rehire’ - would that open you up to more options? 
one course for all new-hires and another for (what I assume would be a much smaller group) of re-hires that were gone for longer than 6 months… 

Tavia Ritter
Adam Ballhaussen
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  • Adam Ballhaussen
    Adam Ballhaussen

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