Why Use Rule-Based Assignment?

Use a rule when you do not want to track who joined and assign modules by hand.

Common Use Case: Onboarding + Cohorts

Cohort-based onboarding repeats every couple of weeks. With a rule, you invite a new hire and add them to a team, and the module assigns itself. Enablement does not touch it again.

What is rule-based assignment?

Instead of assigning a learning module to people yourself, you set a rule once, like "anyone who joins the Sales team gets this module," and Hyperbound assigns it automatically as people match.

To avoid creating a separate assignment for every person, Hyperbound groups matches into 2-day windows. The first match opens a window; everyone who joins in those 2 days shares one assignment and due date. When it closes, the next match starts a new window.

Prerequisites

• Must be an Admin

• Must have Learning Modules enabled for the workspace

• Helpful context:

  📄 How To: Create a Learning Module

  📄 How To: Set Up Teams in Hyperbound

  📄 How To: Invite Users to Hyperbound

Two ways to assign a module

Every Learning Module can be assigned two ways:

• Manual assignment. You pick the people and a due date yourself. This is a snapshot of who is on the team right now. New people who join later are not added automatically.

• Rule-based assignment. You set conditions once, and anyone who matches is assigned automatically, including people who join later.

Where rules live

Rules are set per module, on the module's Rules tab.

1. Open the Learning Module

2. Go to the Rules tab

3. The Rules sub-tab lists active rules. The History sub-tab shows every time a rule has run

Each rule row shows its Criteria, Due date, and Created date. For example, a rule reading TEAM IN Admin assigns the module to anyone invited to the Admin team.

Creating a rule

1. On the Rules tab, click Create rule

2. In the Create assignment rule dialog, click Add filter under Criteria and choose your conditions (see below)

3. Set the Due date

4. Click Save, or Save & run now to run the rule immediately

Available criteria

Add one or more filters. Combine them to target a specific group. One rule can cover multiple teams, so you do not need a separate rule per team.

How new joiners are grouped

You do not get a separate assignment for every single person who matches. People who match around the same time are grouped into one assignment.

When a rule first matches someone, Hyperbound creates an assignment and opens a 2-day window. Anyone else who matches within those 2 days joins the same assignment. After the window closes, the next match opens a new assignment and a new window.

This keeps new hires in meaningful cohorts instead of flooding the module with one-person assignments.

Due dates

Each group shares one due date, set when you create the rule. Everyone in the same group gets the same due date, even if they joined a day or two apart.

Need it assigned right away?

Use Save & run now when you create the rule to run it immediately instead of waiting for the next match.

Checking that a rule ran

Open the History sub-tab on the Rules tab. It lists each run with its status: in progress, successful, or failed. Failed runs include the reason.

Good to know

Rules apply to newly invited users only. A rule runs when a user is invited and matches selected criteria. It does not run when an existing user moves from one team to another. This is intentional. If you move someone between teams and want them assigned, add them manually.

This is also surfaced right after you invite the user manually from our UI!

FAQs

Need help?

Reach out via the chat button or email support@hyperbound.ai.