Assign programs automatically by role, team, location, start date, or any HR attribute, for current and future employees.

Enrollment rules decide who needs what and by when. You write a rule once and Nucleus OS applies it continuously: new hires and people who change roles are enrolled the moment their record changes.

Anatomy of a rule

Part	Example
Audience	`department = Support` AND `location in (Lisbon, Dublin)`
Program	The "Support agent onboarding" path
Timing	Enroll on start date; due 14 days after start date
Exceptions	Exclude `employment_type = contractor`
Re-enrollment	Re-enroll when the certification is 30 days from expiry

Attributes you can use

Any attribute synced from your HR system or uploaded by CSV can be used, including custom fields:

Role, job title, job family, level
Department, team, cost center
Location, country, region
Manager, start date, employment type
Custom fields such as license type or shift pattern

Create a rule

Define the audience

Combine conditions with AND and OR. The preview shows exactly who matches today.

Set timing

Choose when enrollment happens (immediately, on start date, on a fixed date) and the due date (fixed, or relative to enrollment or start date).

Activate

Active rules run continuously. Existing matches are enrolled right away, unless you choose "future matches only".

Check the preview before activating

A broad rule on a large workspace can enroll thousands of people and send thousands of notifications. Always check the match count and the notification settings first.

Joiners, movers, and leavers

Event	What happens
Joiner	A new person matching a rule is enrolled automatically, with due dates relative to their start date.
Mover	When someone changes team or role, they are enrolled in the new audience's programs. Programs they no longer need can be kept, made optional, or withdrawn, depending on the rule.
Leaver	Deactivated users are unenrolled from open programs; their completion history is kept.

Rules versus manual assignment

Managers and admins can still assign learning manually for one-off needs. Use rules for anything that applies to a group, so it keeps working without someone remembering to do it. All changes, rule-driven or manual, are written to the audit trail.

Enrollment rules