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Set Up Auto-Assignment Rules

For: Admin, Trainer | Tier: Standard and Pro

This guide walks you through creating an automation rule that assigns training automatically when a specific event occurs — such as a new employee joining a site.

Steps​

  1. Go to SafePath in the main navigation
  2. Click Automation
  3. Click New Rule
  4. Name the rule — Use a descriptive name that makes it easy to identify later (e.g., "New Warehouse Hire — Safety Orientation")
  5. Set the trigger — Choose what event should activate the rule:
    • New employee joins a site — Select the specific site (e.g., "When a new employee joins Downtown Warehouse")
    • Employee role changes — Select the role (e.g., "When an employee is assigned the Forklift Operator role")
    • New chemical added to inventory — Select the site (e.g., "When a new chemical is added at Production Floor")
  6. Select courses — Choose which published courses should be auto-assigned when the trigger fires
  7. Set the due date offset — How many days after the trigger event the training should be due (e.g., "7 days after trigger")
  8. Click Save

The rule is now active. The next time the trigger event occurs, SafePath assigns the selected courses automatically.

Enabling and Disabling Rules​

Every rule has an enable/disable toggle on the Automation page. You can:

  • Disable a rule temporarily without deleting it — useful during slow periods or when updating course content
  • Re-enable it when you are ready for it to fire again

Disabled rules are preserved with all their settings intact.

Tips​

  • Start with your most common scenario. If new hires are your biggest training gap, create a "New Hire Orientation" rule first.
  • Auto-assignments ensure new hires get trained immediately without anyone needing to remember to send a manual assignment.
  • Review your rules quarterly. As your training program evolves, make sure your automation rules still reference the right courses and due date windows.
  • Combine with the Training Matrix. Use the matrix to define which roles need which training, then create automation rules to enforce those requirements automatically when roles change.