Track and enforce mandatory compliance

What this achieves

Enforcing evaluates your mandatory rules and enrols the people who match but are not yet on the course. The same screen reports how each rule is doing and who is overdue.

Required role: Administrator.

Steps

1. Go to Learning → Mandatory Rules.
2. Select Enforce Rules.
3. Read the confirmation and select Enforce.
4. On the Rules tab, read the Enrolled and Compliance columns.
5. Select the Overdue tab to see who is past their deadline.

What enforcing does

The confirmation states it plainly: all active rules are evaluated, and matching employees who are not yet enrolled are enrolled. People already enrolled or already completed are skipped.

Two things follow from that. Enforcing is safe to repeat — it will not duplicate an enrolment or reset somebody’s progress — and it only ever adds people. Removing somebody from a rule’s audience does not remove an enrolment they already have.

Example: enforcing after three people join Operations at HC Corp UK Ltd enrols those three. Everyone already on the course is untouched.

Enforce on a rhythm, not on a whim

Rules do not enforce themselves. Between one enforcement and the next, anybody who joins or moves into a rule’s audience is uncounted and unenrolled.

Decide how often you run it and stick to it. Monthly suits most organizations; run it after any joining wave regardless.

Reading the rules list

Option	Description
Name	What the rule is called.
Target	The course or path required.
Scope	Who the rule applies to.
Deadline	The days allowed from enrolment.
Recurrence	How often the requirement comes round again.
Enrolled	How many people the rule has enrolled.
Compliance	The proportion who have completed.
Active	Whether the rule is currently in force.

Filter the list by All rules, Active, or Inactive to separate what is in force from what you have retired.

A compliance figure with no enrolments means the rule has not run

This is the most common misreading of the screen. A rule showing an audience but nothing enrolled has not been enforced, and its compliance figure describes nobody.

Check the enrolled count before drawing any conclusion from the percentage.

Working the overdue list

The Overdue tab lists the individual enrolments past their deadline.

Option	Description
Employee	Who is overdue.
Course	What they have not completed.
Status	Where their enrolment has got to.
Due Date	When it was due.
Days Overdue	How far past that they are.

The list shows the most overdue first, and says how many more are not shown where there are more than it displays. Treat that notice as a signal about scale — a long tail usually means a rule enforced once and never chased.

Example: a warehouse operative at HC Corp UK Ltd showing twenty days overdue on induction training is a conversation for their manager, not a reporting problem.

Where nobody is overdue, the tab says so rather than showing an empty table.

Deleting a rule that is in use

Deleting is refused while active enrolments still reference the rule, and the message tells you to deactivate it or reassign them first.

Deactivating is usually what you want. It stops the rule reaching anybody new and leaves the record of what it required, and who completed it, intact.

What happens next

Compliance figures from these rules feed the mandatory training reporting in learning reports, where the drill-down names who has not completed and which rule they are failing. That list is the one somebody can act on.

Related

• Create a mandatory learning rule
• Setup Considerations: mandatory learning
• Read learning reports
• Enrol and assign learners
• Learning