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Assignment rules

Assignment rules (labelled "Onboarding rules" in the UI - both names refer to the same feature) automatically assign trainings to employees whose profile attributes match a set of criteria. When a rule is active and an employee's attributes change, Better Comply re-evaluates the rule and creates the missing assignments without any manual action from you.

Who this is for

Administrators (Quality Admin, HR Admin, Corporate Admin).

Screenshot pendingAssignment rules list page showing rule cards with active/inactive badges, training counts, and the Create Rule button

When to use assignment rules vs campaigns​

Use caseTool
Standing obligation for a role or location - "everyone on Line 3 must complete Lockout/Tagout"Assignment rule
One-off rollout to a known audience with a fixed deadlineCampaign
Recurring recertification when a new training version is activatedRecertification

Rules and campaigns work side by side. A learner can receive an assignment from both and each appears on their training list independently.

Create an assignment rule​

  1. Go to Assignment rules (labelled "Onboarding rules" in the sidebar) in the administration section.
  2. Click Create Rule.
  3. Enter a Rule name - choose something that describes the audience and obligation, for example "Assembly - ISO 9001 awareness".
  4. Configure the target dimensions (see below).
  5. Select the trainings this rule assigns. You can assign multiple trainings per rule.
  6. Set Days to complete - how many days from the date of assignment until the training is due. If you leave this at the training's default, the training's own scheduling settings apply.
  7. Toggle Auto-assign on if you want new matching employees to receive the assignment automatically when their attributes are saved. Leave it off to run assignments manually.
  8. Click Save.
Screenshot pendingCreate Rule dialog with the name field, target dimension chip selectors, training picker, and Days to complete input

Target dimensions​

A rule matches an employee when all populated dimensions match. Within a single dimension, any one of the listed values satisfies it. An empty dimension matches everyone.

DimensionTypeExample value
GroupsSelect from existing groups"Quality Team", "Shift Supervisors"
DepartmentsSelect from existing departments"Assembly", "Packaging"
LocationsSelect from existing locations"Hamburg Plant", "Office - Main"
ActivitiesFree text chip input"machine-operator", "forklift"
PlantsFree text chip input"Plant A", "Plant B2"
LinesFree text chip input"Line 3", "Line 5"
WorkstationsFree text chip input"WS-401", "WS-402"

AND across dimensions, OR within a dimension. To match, an employee must satisfy every populated dimension. Inside each dimension, matching any one listed value is enough.

Empty dimension = wildcard. If you leave "Plants" empty, the rule applies regardless of which plant the employee works in.

Example​

A rule with:

  • Departments: "Assembly", "Packaging"
  • Lines: "Line 3"

...matches employees in Assembly OR Packaging, AND on Line 3. An employee in Packaging on Line 5 does not match.

Custom attributes​

Employees can also carry freeform attributes - a set of key/value pairs set on the profile. A rule can require that a specific key is present with one of a list of values. This is useful for attributes that do not fit neatly into the structured dimensions.

Set attributes on a profile through the Users & access section. Configure the matching key/value pairs in the rule editor's "Custom attributes" section (if your administrator has defined attributes on your employees).

Enable and disable rules​

Each rule has an active/inactive toggle. Inactive rules are not evaluated during recompute. You can disable a rule temporarily without deleting it.

warning

Disabling a rule does not remove existing assignments that the rule previously created. To remove assignments, you must delete the campaign the rule created (see Assignment matrix for how campaigns are generated).

Simulate rules​

Click Simulate on the Assignment rules page to see a count of how many trainings would be created if all active rules were recomputed now. This is a dry-run - it creates no assignments. Use it to sanity-check a new rule before enabling it.