Understand the below Rules, so that you can get a clearer idea of how best you can use them to assign the right Users, to the right content.
"Joined" Rule
This is a Rule intended for new starters and team members who have recently switched Job Roles, and found themselves in a new department. These are the Users who need to learn about the business and what's available to them, or perhaps, learn about new processes/ways of working, as part of an entirely different team.
Target options:
Group
Organisation
Outcomes - there are two categories that will complete the Rule, each have their own set of choices:
Relative
less than > [x] days ago
more than > [x] days ago
exactly > [x] days ago
Absolute
before > calendar date
after > calendar date
on > calendar date
between > calendar date
◀───▶calendar dateany time
Examples:
Joined > Organisation > Less than > [10] days ago
Can be used to assign new starters to compliance training, on an on-going basis. Each time Users who joined, qualify under the less then 10 days Rule - they'll be automatically assigned to the compliance piece.
Less than and More than Rules are evergreen, meaning that Users of the past or future can be assigned to the content, as long as they apply to it.
Joined > Organisation > Between > 1 April
◀───▶1 SeptCan be used to test the progression of Users who've completed 6-month milestone, at your organisation. Use this Rule when creating Courses with Assessments, designed to test their learning, so far. Great for discovering their Skill Gaps (to turn into Focus Skills).
Joined > Group > On > 2 July 2025
Can be used to pinpoint the exact Users needed for a content item. For example: You have a Course about your Graduate Programme. You have a Graduates Group with many other Users, but your interns all started on 2 July. This Rule allows you to ensure just those relevant new starters are gaining access.
HRIS & SFTP Users
Users who are added to your workspace via HRIS or SFTP file, will have their Join Date taken from the HRIS/SFTP, itself.
Grant has a Join Date on Hibob of 12 Jun 2022.
Grant is invited to join X workspace on 30 Jun 2025.
On the Users page, Grant's Join Date will show 12 Jun 2022.
This is the date that will be considered when using the Joined > Organisation Custom Rule.
"Enrolled" Rule
Continuity in learning is essential for growing the Skills of your team members. The Pathway content type works perfectly for guiding Users on a structured and level-progressing route. However, you can use the Enrolled option to link content that doesn't necessarily relate to upskilling.
Target Options:
Course
Event
Live Class
Nugget
Webinar
Note: Two points to note include...
Pathways are not included within the option of content types
For SCORM Courses, you'll need to just select the Course option.
Outcomes - both Relative and Absolute are included here, as well:
Relative
less than > [x] days ago
more than > [x] days ago
exactly > [x] days ago
Absolute
before > calendar date
after > calendar date
on > calendar date
between > calendar date
◀───▶calendar dateanytime
Example:
Enrolled > [SCORM] Course> Fire Safety Officers > after > 15 May 2025
Can be used to provide vital information to a User, when things are time-sensitive. For example, a fire safety use case:
Company A had a fire safety issue on 12 May
Urgent training content was then shared to upskill team leads on 15 May
Clara becomes a team lead and is assigned to the SCORM, on 16 May (Live Class session)
Clara is then given access to a Nugget listing all names/details of Users who need to be trained by Clara.
In the above example, the Nugget isn't directly related to the fire safety training Clara receives, but rather supplements it, with key information on who else is involved.
Enrolled > Event > between > 5 June
◀───▶5 SeptemberCan be used to identify subject-matter Experts, and have them teach and coach other team members, based on what they learned from completing content they were assigned to.
For example:
Across 3 months some essential training was given to Monica.
Monica's Skill Level increases from 1 up to 4: She is now an Expert.
Monica is then assigned - via this Enrolled Custom Rule - to attend a Live Class, to give insights/findings to her peers.
In this use case, the Author knows that anyone who attended said Event through that specific period, would have been trained in topics, not featured in the training periods outside of those three months.
"Completed" Rule
A Rule dedicated to helping Users pace their learning, and keeping focus on the right themes for their Job Role. Quite a versatile approach, the Completed Rule also works well for eliminating Skills Gaps and building Users up to become leaders.
Target Options:
Assessment
Course
Event
Live Class
Nugget
Webinar
Note✨: The same two points that apply to "Enrolled", are the same here...
Pathways are not included within the option of content types
For SCORM Courses, you'll need to just select the Course option.
Outcomes - here we have our two categories again, each have their own set of choices:
Relative
less than > [x] days ago
more than > [x] days ago
exactly > [x] days ago
Absolute
before > calendar date
after > calendar date
on > calendar date
between > calendar date
◀───▶calendar dateanytime
Examples:
Completed > Course > European Directors > on > 1 October 2025
Can be used to future-proof learning journeys of your Users, reducing the workload for Managers/Admins - no worrying about it in months to come. For example: Mike is currently training to be a Director of your European team, but his training finishes at the end of September. This Rule ensures that at that time, Mike is already set up to continue his progression.
Completed > Assessment > HR & Empathy > any time
Can be used when key Skills needed in the business, must be held by employees, as a Required Skill.
For example: Harpreet is in HR, and needs to reach a Level 5 in Empathy. The Assessment "HR & Empathy" is considered Level 4 learning material, for the Empathy Skill. Both Harpreet and any future employees added to the HR team, will be able to
For Live Classes and Webinars, users must select the "Join Session" button on the landing page. They'll be taken to the Live Class that has been set up by the author. It is only when they've clicked this button that their attendance will be marked as "Joined" and the Live Class/Webinar will be dubbed "completed".
For Events, users can either select the notification pop-up related to the event, or have the author/event host mark their attendance as "Present" from the Bookings page. Once confirmed, users will be able to receive notifications granting them access to the next content in their learning experience, for example.
"Achieved" Rule
Achievement of a desired Skill Level or Assessment Result will always inspire your team members to keep pushing forward with their learning. You can add the Achievement Rule to guide Users to challenge themselves, giving them more opportunities within their role, or other departments, as they improve their knowledge.
Target options:
Assessment Result
Badge
Certificate
Skill Level
Outcomes - the following are the list of categories available:
Achieved > Assessment Result > [Assessment Name] >
less than > x % (percent)
more than > x %
is > x %
between > x %
◀───▶y%any value
Achieved > Badge/Certificate/Credly Badge >
Relative
less than > [x] days ago
more than > [x] days ago
exactly > [x] days ago
Absolute
before > calendar date
after > calendar date
on > calendar date
between > calendar date
◀───▶calendar dateany time
Achieved > Skill Level > [Skill Name] >
Relative
less than > 1 / 2 / 3 / 4 / 5
more than > 1 / 2 / 3 / 4 / 5
is > 1 / 2 / 3 / 4 / 5
between > 1 / 2 / 3 / 4 / 5
any value
Examples:
Achieved > Assessment Result > Kim's Sales Assessment 2025 > Between > 20% - 50%
Kim is in a sales development initiative, and the Assessment on that Course, is tailored to get Kim used to challenges she may face within sales. It's not designed for Kim to get a perfect 100% score, however.
Kim is only required to get at least the minimum of 25%. When Kim achieves this she can be taken to the next Course, once assigned, ready to continue at that next Level (and not assigned just because she passed).
Achieved > Skill Level > Product Management > is > 1
This option can also be used to keep your Users from feeling 'left out' or that what they currently know, has now become obsolete for their Job Role or sector.
For example: Theodore learned product management theory that was relevant for the previous few years of their career. Now, things have progressed in the world of PM - Theodore's Skill Level was a Level 3 for that period of time, but is now outdated. He is now a Level 1 - this Custom Rule can get Theodore back on track for the current Skills needed as a PM.
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