Choosing the Right Enrollment Method for Your Learners

Use this guide to determine whether you should use courses or learning plans, and which enrollment method best fits your training needs.

Understanding Courses Vs Learning Plans

Before choosing an enrollment method, determine whether learners need a course or a learning plan.

Use A Course	Use A Learning Plan
Learners only need one or a few course.	Learners need multiple courses.
No course sequence is required.	Course order or prerequisites matter.
Simple enrollment is preferred.	A structured training path is needed.
Only mandatory training exists.	Optional and mandatory training should be combined.

Understanding Enrollment Options

Enrollment Method	Managed By
Manual Enrollment	Training Administrator
Self-Registration / Self-Enrollment	Learner
Bulk Enrollment	Training Administrator
Automated Enrollment Rules	UE Team

Using Manual Enrollment

Manual enrollment is best when working with a small number of learners or when assigning training on a case-by-case basis.

Individual learner assignments
Small groups of learners
One-time enrollments
Immediate enrollment needs

Using Self-Registration/ Self-Enrollment

Self-registration/self-enrollment allow learners to register and enroll themselves using enrollment links. This is best when you can’t get a spreadsheet of the learners ahead of time, it’s an opt-in/optional training, or someone else like a coach or volunteer coordinator is actually distributing the link.

Using Bulk Enrollment

Bulk enrollment is the preferred option when assigning training to large numbers of learners.

Large onboarding groups
Institution-wide compliance training
Branch or department assignments

Using Automated Enrollment Rules

Automation rules allow future learners to be enrolled automatically based on predefined criteria such as groups, branches, or user profile information.

Comparing Enrollment Methods

Requirement	Recommended Method
One learner needs one course	Manual Enrollment
Hundreds of learners need training	Bulk Enrollment
Learners should enroll themselves	Self-Registration / Self-Enrollment
Future learners should be enrolled automatically	Automated Enrollment Rules
Learners need multiple courses	Learning Plan
Learners need one or a few courses.	Direct Course Enrollment

Common Enrollment Scenarios

Scenario	Recommendation
Annual compliance training	Learning Plan + Bulk Upload
New employee onboarding	Learning Plan + Manual Creation or Automation
Assigning one corrective action course	Direct Course Enrollment
Enrolling an entire department	Bulk Enrollment
Recurring manager training	Learning Plan + Automation

Getting Help From UE

If you are unsure which enrollment method is best for your use case, contact the UE Learning Enablement Team at launch@ue.org.

Start Here

Choosing the Right Enrollment Method for Your Learners