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.