What is Auto-Enroll?
Auto-enroll is a feature that allows us to automatically detect when new users join your Slack workspace and start sending them onboarding content.
You won't have to log into the dashboard to upload new hires or trigger any content manually, which makes this an easy and seamless solution.
How to set it up:
First, select Auto-Enroll from the Donut Journeys section of the left sidebar menu:
Click into the "Auto-enroll default Journeys to all new Slack users" option to view and edit the default template(s) for imported new hires.
FAQS
Who can use the auto-enroll?
For teams on the Premium Plan, only Account and Journeys admins can access and manage auto-enroll options.
Do you send to single- or multi-channel guests?
We do not send Journeys content to single- or multi-channel guests, even if you use auto-enroll. Only full Slack users receive auto-enroll content.
If you'd like to send Journeys content to guests, contact us using the Donut button on the bottom right and we'd be happy to help.
How can I be sure contractors or interns won't receive Journeys content?
If you'd like to use the auto-enroll function, we recommend making contractors or interns single- or multi-channel guests on your Slack workspace.
If that's not preferable or possible, you're welcome to opt out of auto-enroll and manually add new hires to the dashboard. We'll only send content to the users you specify if you opt out of auto-enroll.
Auto-Enroll Users When They Join Specific Slack Channels
You can also choose to enroll new users into specific Journeys based on the Slack channels they join. This is great for delivering content tailored to the user’s role or department.
To configure auto-enroll by channel join:
Add Channels: Click into the drop-down field and type in the name of an existing Slack channel (e.g., #team-marketing). To add multiple channels, click the "Add new row" button.
Select a Journey Template: For each channel, assign the appropriate Journey. This ensures that users who join a specific team or role-related channel are enrolled in the corresponding Journey.
Auto-Assign Journeys by Syncing Donut With Your HRIS or ATS
While logged into the Donut dashboard, follow these stepsfollow these steps to set up auto-enrollment from either your HRIS or ATS system:
Click on "Auto-enroll" in the left sidebar menu.
Under "Default Auto-enroll Journeys", select the "Import New Hires from HRIS or ATS and auto-enroll default Journeys" option.
Select a default Journey template that will apply to all new hires who don't match any specific rules (see label "1" in the screenshot). This template will be applied to all candidates imported from your HRIS or ATS systems unless more specific rules are matched.
For HRIS Integration:
Click the "Connect HRIS" button in the "Auto-enroll rules using HRIS fields" section. To learn more about managing your HRIS integration, click here.
After connecting your HRIS, you'll see two main sections:
Auto-enroll rules using HRIS fields (Optional):
These rules determine which Journeys employees will be enrolled in based on their HRIS data. If no rules match, new hires will be enrolled in the default Journeys template.
For each rule, select a field from the "IF NEW HIRE'S..." dropdown (e.g. Office).
Select a value from the "IS..." dropdown corresponding to the field you chose. (e.g. New York).
Choose which Journeys template to apply from the "AUTO-ENROLL JOURNEYS" dropdown.
Click "Add new row" to create additional rules based on different HRIS field criteria.
b) Block enrollment for employees with these HRIS fields:
These rules identify employees who should NOT be enrolled in any Journeys.
Similar to auto-enrollment rules, select a field from the "IF NEW HIRE'S..." dropdown.
Select a value from the "IS..." dropdown.
The "Block enrollment" column will automatically be selected.
Click "Add new row" to create additional blocking rules as needed.
Employees matching these criteria will be excluded from all Journey enrollments.
The available fields depend on what data your HRIS is sending to Donut. They can be based on location, team, role, and more.
For Greenhouse ATS Integration:
Click the "Connect ATS" button in the "Auto-enroll rules using HRIS fields" section. To learn more about managing your Greenhouse integration, click here.
(Optional) Enter additional rules based on Office, Department, or other data assigned to candidates in Greenhouse Recruiting.
Select a field from the "IF NEW HIRE'S..." dropdown (e.g., Office).
Select a value from the "IS..." dropdown (e.g., Philly).
Choose which Journey template to apply from the "AUTO-ENROLL JOURNEYS" dropdown.
These rules define specific templates that will be applied to candidates that match the selected values.
Click "Add new row" to create additional rules based on different field criteria.
Remember, enrollment will be triggered by whichever system (HRIS or ATS) provides the data first. However, if data from the HRIS becomes available after enrollment through ATS, it will override the ATS data.
If you have any questions or feedback, click the purple Donut button on the bottom right of your screen to open up a chat with our support team!