To enable automatic enrollment, when creating a Training Campaign ensure the Automatic Enrollment option is set to Yes. (Note this can be defaulted to Yes by navigating to Configuration > Organisation Settings > Training.)
Create your Training Campaign as normal, assigning to your chosen groups.
Users will then be automatically enrolled to the training in future through any of the following methods.
Creating New Users
Once the training campaign is created, if a new user is created and added to one of the campaign’s targeted groups, they will be automatically enrolled in the training campaign.
This applies to all new users regardless of how they added to the group i.e. create a user directly through the portal, CSV upload or through AD sync For further information on this see User Manager.
Updating Existing Users
Existing users can also be enrolled in training – if a user’s department is updated to a group associated with a training campaign, they will be automatically in that training.
This applies to all methods of updating a user’s details i.e. editing a user directly through the portal or through AD sync. For further information on this see User Manager.
Updating Departments & Groups
A user will be automatically enrolled in the training campaign if they are added to one of the targeted groups through Departments & Groups maintenance. For further information on this see User Manager
If you have any queries on this, please email [email protected] and we can assist.