When creating a training campaign, there are several ways you can adjust that campaign’s audience to include the right cohort of team members. See below for instructions and recommendations on how to limit a campaign to select employees.
- Navigate to the admin dashboard, select Add Training, and choose a course name.
- Choose an Ethena Training Campaign or Custom Training Campaign and select which modules you’d like to include, if prompted. See instructions here.
- Select a campaign name and date.
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In the Manage Learners section, select “Ongoing Auto-Enroll Rules” or “One-Time Population.”
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“One-Time Population” - For a static assignment with no automated enrollments
- For a smaller group, you can select a One-Time Population one by one by selecting “Add Team Members”.
- For larger groups of learners, you can upload a CSV instead.
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“Ongoing Auto-Enroll Rules” - For an ongoing campaign you would like to be automatically sent to new team members
- To define your audience, select “Add Rules.” You can then add filters by location, department, manager status, and worker type.
- You can also select specific users to manually include or exclude from the assignment, if needed.Once you have made your selections, complete all the other settings for your campaign and then select “Save”.
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“One-Time Population” - For a static assignment with no automated enrollments
By taking these steps your campaign will send out only to the specific group of people you have chosen here based on either your selection or the criteria you have selected.
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