Creating a Group Enrollment
Collin Peterson avatar
Written by Collin Peterson
Updated over a week ago

This article is intended for HelloTeam users with ADMIN Access Level


Steps to create a Group Enrollment within the Learning Management System (LMS)

HOW TO CREATE A GROUP ENROLLMENT

Select "More Group Actions" from the admin menu within the main navigation bar of your LMS.

Select Enroll all group members to a course.

Click the Next button.

Select the group(s) you would like to add a group enrollment for by moving the group name from the left box to the right box.

Click the Next button when ready.

Select the course(s) you would like the group members enrolled in. Move selected courses from the left box to the right box.

Click the Next button when ready.

Select if the group enrollment should be reoccurring.

  • If NO was selected, then click the next button to continue.

  • If YES was selected, fill out the dates to define your recurring enrollment details.

IMPORTANT: Notice the option "Completion-Based Schedule". When using a reoccurring enrollment, you can choose to have the LMS recalculate the enrollment and due date for each learner's enrollment based on when the learner completes the group enrollment.

Example: John and Sansa are in Group A. The group admin creates a reoccurring group enrollment for Group A, which reoccurs every 12 months. John completed his enrollment on January 1st. John will automatically be re-enrolled January 1st of the following year. Sansa completed her enrollment on March 15th. Sansa will be re-enrolled on March 15th of the following year.

If "Completion-Based Schedule" is NOT CHECKED then John and Sansa will both be re-enrolled on the same date every year regardless when they complete the enrollment.

MOVING ON

Fill out the enrollment date perimeters as needed. Click the Next button to continue.

Select the due date for the group enrollment. You will need to define a due date for current members in the group and a due date for future learners added to the group.

Click the Finish button to complete the group enrollment.

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