Workflows & examples

Onboarding a new hire

1. Build a “New Hire Onboarding” learning path in Paths from the required courses.
2. Create an Enrolment Rule that assigns the path to new employees within N days of their start date.
3. The learner completes courses in My Learning; certificates issue on completion and appear in Self-Service.

Recurring compliance cycle

1. Author the compliance course and set a certificate expiry (e.g. 12 months).
2. When a certificate approaches expiry, the Learning Coordinator re-enrols the learner automatically.
3. Managers monitor overdue status in Team and Reports, escalating via Workflows if needed.

Running an instructor-led workshop

1. Schedule an ILT Session with instructor, date, and capacity, linked to a course.
2. Learners register from the Catalog; the instructor records attendance afterward.
3. Present learners have the course completed and receive the certificate and badge.