This feature allows users with Training permissions to automate the enrollment of employees into LMS routes directly from Workflows, connecting both modules to optimize processes and reduce manual tasks.

It is available only for customers who have the Workflow module active on their platform, and applies exclusively to flexible flows triggered by employee creation or movement events.

Currently, automation is performed in the default course instance (if this is closed, it will stop enrolling automatically), and does not yet include enrollment in learning paths or automatic notifications to the employee.

Steps to configure automation

1️⃣ Create a flexible flow in Workflow

1. Go to the side menu and accessAdministrative → Workflow.

View of Workflow access from the side menu.

2. Select the“Requests”tab, click onActions → Settings.
3. Then select“Create template”.

4. Choose the option“Start from scratch”and complete the following fields:
   
   Template name:assign a representative name (for example,Automatic enrollment to induction course).

   Description:optional.

Type:select“Flexible”.

5. Click onSave changes.

Initial configuration of the flexible flow from scratch.

 2️⃣ Configure the start of the flexible flow

1. The steps of the flow will be displayed. InRequest start, define how it will start:
   
   Check the option“Platform event”.

Definition of the event that will trigger the automation

2. Select the event that will start the automation.
   For Trainings, you can choose between:
   
   ➕When an employee is created
   • 🔄When an employee's job is modified
   • ❌👤 When an employee is offboarded(in this case, it is important to verify that the employee has their user active in order to access and complete the course; otherwise, they will not be able to access the LMS)

Available events to activate automation.

Click onSave.

3️⃣ Define the final action of the flow

1. In theEnd of the flexible flowstep, select“Add action”.

Add final action to the flexible flow.

2. Choose the action“Enroll in a learning path”.

Selection of the “Enroll in learning path” action.

3. Complete the required fields in the modal:
   
    
   • Route:select from the list the route you want to enroll employees in.
   • Enrollment type:indicate whether it will beoptionalormandatory.
     
      

Configuration of the automatic enrollment action.

✅ And that's it…

With this automation, you can ensure that everynew hireoremployee movementautomatically activates their training process,saving time, ensuring compliance, and improving the learning experience in Buk LMS

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🤖 This article was translated using artificial intelligence. View original article.