Automate learning

Admins use automation to trigger workflows within the organization. These workflows run automatically based on defined conditions. Learn more in Configure automation workflows.

Automating courses and learning path assignments helps admins streamline training, save time, ensure consistent content delivery, and track learner progress and completion.

Admins can add workflows to automatically assign courses and learning paths to employees.

Admins can assign the “Manage workflows” permission to any employee, allowing them to manage all workflows and view all courses and learning paths during assignment.

📒Note: Employees with only the “Manage workflows” permission cannot add or edit courses or learning paths. They must have the Engagedly Learning app permission.

Learn more in the Overview of user management to assign roles and permissions.

Contact our support team for documentation on each role and its capabilities.

Configure workflows

Navigate to Apps > Automation.

Click Add Workflow at the top right and enter a workflow title.
Select a trigger point:

Time Based: Set the period and frequency. You can select daily, weekly, monthly, quarterly, or annual frequency.
User actions: Select Added, Updated, or both.

📒Note: If you select “Updated”, ensure that you update user profiles so the workflow runs based on the configured conditions.

3. In the “Conditions” field, set the condition and select the required operator.

Click + Add Condition to add multiple conditions from default or custom employee fields, such as job title, reporting manager, date of hire, department, or business unit.

⚠️Warning: If employee fields used in workflow conditions are deleted or archived, the system shows an error when you manually run the workflow or update user profiles. Review the employee field configuration to resolve this issue.

4. Use the toggle to choose how conditions apply.

All: The trigger meets all conditions.
Any: The trigger meets at least one condition.

Configure actions

5. In the “Actions” field, open the drop-down and select Assign course or Assign Learning Path.

You can view courses and learning paths that are

Pushed to the library.
Authored by you and others.

6. Select the required courses or learning paths and click Save at the bottom right.

7. Enable Due Date and select the required period.

Click + Add Action to add more actions.

8. (Optional) In the “Schedule” field, use the toggle to switch between Yes and No to assign courses or learning paths after a specified period from the trigger point, and set the duration.

9. Click Save at the top right.

Courses or learning paths are automatically assigned to employees when the configured trigger, conditions, and actions are met.

After adding workflows, view them on the “Workflows” page. You can edit, pause, run, or delete workflows at any time. Learn more in Configure automation workflows .