Recap - Support Spotlight: Group rules

Thanks to everyone who joined our first Support Spotlight session! It was a short 30 minute event, and it was great to see so many questions coming through.
Here’s a quick recap of what we covered. I'd love to hear how you found the event and feel free to keep the conversation going in the comments! 

Missed it? Watch it back in the Academy here. 

How do group rules work? 

I started with a clear walkthrough of what group rules are and how they automate learning assignments. 
“With group rules set up, all you need to do is make that change in your HR system and it will lead to the right person being assigned the right training.”

We covered:
•     When to use multiple conditions (AND)
•     When to use multiple rules (OR)
•     How HR data → group rules → course assignments all connect

Tips & Best Practice

Jordan shared some practical advice based on common support queries:
•     Keep rules simple so they survive HR data changes
•     Use wildcards (%) to handle inconsistent job titles
•     Use group membership to exclude users (e.g., those who completed a more advanced course)

Q&A Highlights

• Assigning training to many resource types
  Attendees asked how to assign one course to multiple resource types without creating lots of separate rules. At the moment, each type still requires its own rule, and suggestions for improving this were encouraged via Airfocus.
• Managing long‑term absences
  There were questions about preventing training from being assigned to people on long‑term absence when that status isn’t reflected in the HR feed. The discussion covered using a custom user field (e.g., LTA = Yes) to exclude users from rules, as well as the need to consider legal implications before removing training entirely. Read more about managing long-term absences here. 
• HR feed vs. manual changes
  Another topic was whether manually disabling a user would be overridden by the next HR feed. The guidance was that configuration and group rules can help manage this, depending on how the data is structured. 

Keep learning! 

In the Knowledgebase: Good practice, tips, and examples for working with Group rules

In the Academy: Automate learning assignment

Join the Conversation

I’d love to hear your thoughts:
•     Which part of the session was most useful to you -  the basics, the tips, or the Q&A?
•    Do you or will you use any of the tips shared? Do you have your own tips for using group rules?  
•     What’s the biggest challenge you face with group rules today?