Users who hold managerial roles are granted access to the Team View page from the Dashboards menu. This page provides a comprehensive view of the team hierarchy and enables managers to easily access critical information. Managers can gain insight into their team’s learning activities, monitor progress in real time, and take appropriate actions, with the added ability to switch roles, such as Alternate Manager or Business Partner using a tab-based interface.
Team members’ learning is organized into three tabs:
Required Learning: Displays learning assigned by an administrator or through an assignment profile.
Important Learning: Shows optional learning assigned by an administrator or an assignment profile.
Invest in Myself: Lists self-assigned learning activities.
The Team View page allows managers to select individuals within their team and those subordinate to them, and view their learning plans, monitor their progress in real-time, and take actions, such as assign, remove, or recommend new learning activities to employees – many of which can be performed directly on the learning item cards.
When a manager assigns an item to a user, they may receive warnings if the item is already assigned, has been recently completed, or has prerequisites. Managers can remove training that a user has self-assigned or registered for. If the appropriate settings have been set on the user settings page, managers can remove items, and programs that have been assigned by an administrator.
Manager Actions for Multiple Team Members
From the More manager actions menu, managers can perform the following actions for one or more team members:
- Send Reminder: View a list of direct and indirect reports with overdue training and select team members to send overdue training reminders.
- Manage Assignments: Assign learning resources from the library to team members or remove previously assigned learning.
- Add to Learning History: Create learning history records for team members, including item-based learning and external events.
- Manage Enrollment: Register team members for courses offered in the library or withdraw them from a class.
Manager Actions for Selected Team Members
From the Additional Options menu, the manager can perform the following actions specifically for the selected team member:
- View History: Review completed learning activities of the selected team member.
- Assign Alternate Manager: Designate an alternate manager for the selected team member
- Change Due Dates: Modify due dates for learning assignments given by the manager to the selected team member.
View External Learning Requests: Access and review the selected team member's external learning requests.
View Reports: Generate detailed reports for the selected team member.
View Curricula Status: View all assigned curricula and their current status.
Additional Action
If the selected team member has overdue training, a Send Reminder button appears in the upper-right corner of the page. Managers can use this button to send a customizable overdue training reminder to the team member.