How to set up auto-enrolment in policies for new employees
Setting auto-enrollment policies
1. Click "Policies" in the left navigation bar.
2. Click "Edit Membership" on the policy you want to set for auto-enrollment.
3. Select "No" under the Onboarding Defaults tab.
4. Use the dropdown to select whether you want auto-enrollment for new employees that "Any", or "All", of the designated Teams/Departments.
5. Use the dropdown to select "Department" or "Team" as a requirement for auto-enrollment.
6. Use the next dropdown to select "Is" or "Is not" in the requirements for auto-enrollment.
7. Use the last drop-down menu to select which Team or Department you want to set as part of the requirement of auto-enrollment.
8. Use the "+" button if you want to additional requirements. (Optional)
9. Click "Save" when you're done.
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