By default, a new employee is assigned all courses of their department at once when they join. With an extensive curriculum that can be overwhelming. With drip enrollment, a new employee instead starts with a small onboarding block and then receives one course at a time, at a pace you decide.
The feature works per department and is off by default: existing departments and employees do not change until you deliberately switch it on.
How it works for the employee
- Onboarding. At the start, the employee only receives the courses you have marked as onboarding. If no onboarding is configured, the drip flow starts right away.
- Drip flow. Once onboarding is completed, the rest of the mandatory curriculum is released one course at a time, following the cadence you have set. The next course only becomes available when the next moment in the cadence is reached.
- Library. Optional and historical material is not part of the drip flow but lives in the Library, where employees enroll themselves.
The pace counts from the completion date of the onboarding (or from the start date if there is no onboarding). The enrollment period per course still determines the deadline.
Setting it up (per department)
Go to Departments and edit the department. At the bottom you will find two blocks.
Drip enrollment
- Switch on Enable drip enrollment.
- Choose the cadence: every X days or weeks (for example every 2 weeks), fixed day of the month (for example every 15th), or Nth weekday of the month (for example every 3rd Thursday).
- The history policy determines what happens to old and optional courses: via the library (self-enrollment), mandatory in the drip flow, or not offered.
- With the optional safety limit, the next course is not released as long as more than this number of courses is still open. This prevents pile-up for anyone who falls behind. Leave the field empty to keep dosing strictly on schedule.
Curriculum (order and onboarding)
- Use Order to set the numbers in which courses are released. The Number in sequence button fills them in for you in one go.
- Tick onboarding for the courses the employee should receive immediately at the start.
- Tick → library to take a course out of the mandatory flow and make it self-enrollable in the library.
Save. From that moment on, new employees automatically go through the onboarding and drip track.
Example
Want to offer 12 courses in 6 months? Set the cadence to roughly every 2 weeks. It is still one course at a time, just at a higher pace.
Good to know
- Existing employees keep their current enrollments. Only new employees follow the onboarding and drip track.
- Releases happen via a daily background task, so a course appears on or shortly after the planned moment, not to the second.
- The cadence is calculated in the organization's time zone.
- You define the curriculum once, relatively; it automatically applies to every new employee from their own start date, without yearly replanning.
Converting existing departments
Do you have a department that currently assigns dozens of courses at once? Open the department, use Number in sequence for the curriculum order, mark the onboarding, and use → library to convert the optional and historical courses to self-enrollment in one go. Then switch on drip enrollment. Existing employees will not notice anything; it applies to everyone who joins after the change.