Plan templates auto-enrol the new hire the moment onboarding marks complete. No manual enrolment step, no 2-day handoff gap.
Training templates — auto-assign rules per client + LOB + scope. ONBOARDING_COMPLETE triggers the matching template to enrol the new hire the moment onboarding closes; duplicate-safe via partial unique index, idempotent on retry.
For the operator
Trainers configure templates per client/LOB in the templates tab. Set audience scope (client + LOB + start-date window) and the plan to assign. New hires from onboarding land on the right plan automatically — no manual enrolment lift, no chase emails.
Business impact
At 200 hires/year, 2-3 productive days reclaimed per hire = 400-600 days back — roughly an FTE of capacity recovered without changing your training headcount. The handoff between onboarding and training is the largest hidden time tax in multi-client ramps; this retires it.
