Create a Workflow Template for Auto-Enrollment

Learn how to build a workflow template to bundle policies and courses for automated employee enrollment and training compliance.

May 28, 2026 By Simon Hoyle

This guide walks you through creating a workflow template to bundle policies and courses for automated enrollment. Completing this ensures that training materials are consistently distributed to the right audience based on defined workflow conditions.

This process applies to system administrators or training managers responsible for managing employee learning and compliance. You will use this when setting up new automated training initiatives or policy rollouts for your organization.

To begin, navigate to the administrative dashboard where you manage automated enrollment rules.

Step #1: Click Manage in the top navigation menu. — Click **Manage** in the top navigation menu.

Step #2: Select Manage Workflow Template from the Automation section. — Select **Manage Workflow Template** from the Automation section.

Here, you will see a list of existing location-based and one-off workflow templates.

Step #3: Click + Add in the top right to create a new template. — Click **+ Add** in the top right to create a new template.

Step #4: Enter a clear name for your workflow template, such as "Responsible Use of AI May 2026 Push". — Enter a clear name for your workflow template, such as "Responsible Use of AI May 2026 Push".

Step #5: Click the description box and enter details outlining the purpose of the template. — Click the description box and enter details outlining the purpose of the template.

Add a Policy Sequence

Next, define the actual sequence of events (policies and training courses) incorporated into the template.

Step #6: Click + Add Sequence to attach the first component. — Click **+ Add Sequence** to attach the first component.

Step #7: Select Policy as the component type. — Select **Policy** as the component type.

Step #8: Open the policy dropdown and select the required policy, such as the GL Responsible Use of AI Policy. — Open the policy dropdown and select the required policy, such as the **GL Responsible Use of AI Policy**.

Step #9: Set the due date (e.g., 14 days) and verify that Compliance enrollment is marked as "Yes". — Set the due date (e.g., 14 days) and verify that Compliance enrollment is marked as "Yes".

Step #10: Click ✓ Create to finalize the policy sequence. — Click **✓ Create** to finalize the policy sequence.

Add a Course Sequence

You can stack multiple learning items into a single template.

Step #11: Click + Add Sequence again to add a follow-up training course. — Click **+ Add Sequence** again to add a follow-up training course.

When adding subsequent items, you must choose how the sequence triggers:

Execution Type	Description
Based on Days	Enrolls the user simultaneously or a specific number of days after the template triggers.
Based on Completion of other Sequence	Enforces a prerequisite order, ensuring a user completes a prior sequence before unlocking the next.

Step #12: Select Based on Days if there is no dependency between the policy and the course. — Select **Based on Days** if there is no dependency between the policy and the course.

Step #13: Select the Course component type and choose the corresponding training, such as the Appropriate Use of AI in the Workplace Global Course. — Select the **Course** component type and choose the corresponding training, such as the **Appropriate Use of AI in the Workplace Global Course**.

Step #14: Open the due date dropdown and select the timeframe for completion, such as 15 days. — Open the due date dropdown and select the timeframe for completion, such as 15 days.

Step #15: Click ✓ Create to add the course to the workflow template. — Click **✓ Create** to add the course to the workflow template.

Save the Template

Creating the template in isolation allows you to reuse it later across different automated workflows without rebuilding the sequences from scratch.

Step #16: Click Save to store your new workflow template. — Click **Save** to store your new workflow template.

Q: Can I force users to read a policy before they can take the training course?

A: Yes. When adding a new sequence, choose "Based on completion of other Sequence" instead of "Based on Days." This enforces a prerequisite order.

Q: What is the benefit of creating a workflow template in isolation?

A: By creating a standalone workflow template, you can reuse it across multiple auto-enrollment conditions or workflows in the future without rebuilding the sequences each time.

Term	Definition
Workflow Template	A reusable collection of policies and courses bundled together for automated enrollment.
Sequence	An individual component, such as a specific policy or course, and its trigger conditions within a workflow template.
Compliance Enrollment	A setting that tracks whether a user has officially completed a mandatory policy or training requirement.

Execution Type

Description

Based on Days

Enrolls the user simultaneously or a specific number of days after the template triggers.

Based on Completion of other Sequence

Enforces a prerequisite order, ensuring a user completes a prior sequence before unlocking the next.

Term

Definition

Workflow Template

A reusable collection of policies and courses bundled together for automated enrollment.

Sequence

An individual component, such as a specific policy or course, and its trigger conditions within a workflow template.

Compliance Enrollment

A setting that tracks whether a user has officially completed a mandatory policy or training requirement.