Enroll users in the learning activities where they can actively participate. Enrollment can be done in various ways, both manually and automatically. This article explains the different options available.

Manual enrollment

You can manually enroll users in a learning activity. This can be done through the user overview, the learning activity itself and through My Team.

Enrolling via user overview

Enroll individual users via their detail page.

Navigate to 'Users' in the menu on the left.
Select the user by clicking the pencil icon next to their name.
Go to the 'Enrollments' tab.
Click the plus icon and select the desired learning activity.
You can also select multiple learning activities at once.
Save the enrollments by clicking the 'Enrollments added' button.

Enrolling via the learning activity

Enroll multiple users at once in the relevant learning activity via the learning activity tool.

Navigate to 'Courses' in the left-hand menu.
Select the appropriate learning activity.
Go to the 'Participants' tab.
Click the 'Add' button and select the users you want to enroll in this learning activity.
Save the enrollments by clicking the 'Add Users' button.

Enrolling via My Team

Enroll an individual user from My Team in a learning activity.

Navigate to 'My Team' in the left-hand menu.
Go to 'Team Members'.
Select the appropriate user.
Click on the 'Learning activities' tab.
Use the 'Add registration' button to select the desired learning activity.
You can also select multiple learning activities at once.
Save the enrollments by clicking the 'Enrollments added' button.

Automatic enrollment

You can automatically enroll users in a learning activity. This can be done through the user overview, the learning activity itself, or via My Team.

Automatic enrollment via an import file

If you have multiple users that you want to enroll simultaneously, potentially for multiple learning activities, you can use the import function.

Go to 'Users' in the left-hand menu.
Click the 'Upload' icon in the top-right corner.
Select the action you want to perform, in this case, 'Enroll users'.
Choose the learning activities for which you want to enroll users. You can search for activities using the search bar.
Click 'Generate import template'.
Download the generated template.
Fill in the import file with the correct email addresses and an 'x' under to the learning activities where users should be enrolled.
Save the file (as an xlsx file) and upload it. The file will be checked for errors.
Before final import, you will have a final check. It will show you the number of users being enrolled, those who cannot be enrolled, and any potential unimported rules. Satisfied? Choose 'Start import' at the bottom of the screen.
After the import, users will be automatically notified by email about the learning activities they have been enrolled in.

Enrolling via organisational structure

It is also possible to enroll users by linking learning activities to components of the organisational structure, such as companies, departments, teams, functions, groups, and qualifications. This way, all users under the relevant component will be automatically enrolled in the assigned learning activities.

Companies

You can link learning activities and qualifications to a company. All users associated with that company will be automatically enrolled in the corresponding learning activities and/or qualifications. When creating a user, you connect them to a company.

Go to 'Organise' in the left-hand menu.
Select the 'Companies' tab.
Click the pencil icon to open the company to which you want to assign a learning activity or qualification.
Select the 'Assign' tab.
Click 'Add' and select the desired learning activities or qualifications.
Click 'Add'.
Save the changes.

Departments

You can link learning activities and qualifications to a department. All users belonging to that department will be automatically enrolled in the relevant learning activities and/or qualifications. When creating a user, you associate them with a department.

Go to 'Organise' in the left-hand menu.
Select the 'Departments' tab.
Click the pencil icon to open the department to which you want to assign a learning activity or qualification.
Select the 'Assign' tab.
Click 'Add' and select the desired learning activities or qualifications.
Click 'Add'.
Save the changes.

Teams

You can link learning activities and certifications to a team. When a user is assigned to the team, they will be automatically enrolled in the associated learning activity(ies) and/or certification(s). You can assign users to a team manually or through an import file. Click here to read more about it.

Go to 'Organise' in the left-hand menu.
Select the 'Teams' tab.
Click the pencil icon to open the team to which you want to assign a learning activity or qualification.
Select the 'Assign' tab.
Click 'Add' and select the desired learning activities or qualifications.
Click 'Add'.
Save the changes.

Functions

You can link learning activities and qualifications to a function. When you assign this function to a user, they will be automatically enrolled in the corresponding learning activity(ies) and/or qualification(s). You can assign a function to users manually or through an import file. Click here to read more about it.

Go to 'Organise' in the left-hand menu.
Select the 'Functions' tab.
Click the pencil icon to open the function to which you want to assign a learning activity or qualification.
Select the 'Assign' tab.
Click 'Add' and select the desired learning activities or qualifications.
Click 'Add'.
Save the changes.

Groups

You can create groups and assign users to them. You can also link learning activities to these groups, and users will be enrolled automatically when added to the group.

Go to 'Organise' in the left-hand menu.
Select the 'Groups' tab.
Click the pencil icon to open the group to which you want to assign a learning activity or qualification.
Select the 'Assign' tab.
Click 'Add' and select the desired learning activities or qualifications.
Click 'Add'.
Save the changes.

Qualifications

Within qualifications, you can include learning activities that help employees qualify for their work. When you assign a qualification to a user, they will be automatically enrolled in the underlying learning activities. You can assign qualifications to users manually or through a qualification inventory.

Go to 'Organise' in the left-hand menu.
Select the 'Qualifications' tab.
Click the pencil icon to open the qualification to which you want to assign learning activities.
Click 'Add activities'.
Select the desired learning activities.
Click 'Add'.
Save the changes.

Enrolling via enrollment rules

Create an enrollment rule to enroll users in a learning activity based on various criteria. The user will be enrolled in the learning activity if they meet all the specified criteria. You can choose from (a combination of) the following criteria:

Company
Date added
Department
Function
Group
Language
Team
User/manager

The functionality of enrollment rules is further explained in this article.