Objective
The Dashboards menu is located at the top right of the Learning home page, next to the Activities menu. The Dashboard provides access to Learning pages, based on role:
The Activities menu can be found in the top right corner of the Learning home page. This menu provides access to various screens and functionalities, including Curricula, QuickGuides, Learning History, Collections, Accomplishments, Approvals, Orders, Reports, Training Planner, External Learning Requests, the SuccessFactors Website, Options and Settings, and the Add to Learning History Tool.
The specific options available to users depend on their role, permissions, and system configuration. Below is a list of the most used activities.
The Curricula menu displays a list of all the curricula that are currently assigned to the user and the status of each. For detailed information, the user may select the title of any curriculum.
To facilitate collaborative learning, users can create their own content and make it available in the Library. Collections are groups of links, quickguides, online items, and programs. Users may create a collection, publish it to the Library, and recommend it to other users. QuickGuides are multi-page job aids with text and images that may also be published and recommended.
The Learning History menu shows a list of the work that the user has completed. The records are organized by title and completion date. When you select a title, additional information about the completed work will be displayed. The Download option will download all completed activities in one PDF file, regardless of any specific filters that may have been applied. The download option for completed activities is only available to learners and cannot be used by managers, delegates, and proxy administrators.
The Approvals menu enables users to track any requests they have made to attend a class or initiate an online item. Users assigned the Approver role can approve or deny these requests directly from the Approvals menu.
The Reports menu allows users to run reports on their own history or learning assignments.
Managers may choose to run reports for Self, Direct Reports, All Direct Reports, or All (everyone including themselves). HRBPs may choose to run reports for Self or their HR Business Partner Employees.
The Options and Settings menu allows users to manage their preferences, including:
Additionally, users can modify their email notification settings related to learning and update their security options, such as changing their password. If you have direct reports, you may also see an additional section where you can select Delegate Managers.
The Add to Learning History menu allows users to add history records for external events and any Library items with the setting enabled for User to Add to Learning History. Approval processes can be configured globally to require approval when users add to learning history for internal learning (items) or external learning (non-items).
Note
To add a completion of assigned learning for direct reports, a manager needs to access the Add to Learning History tool from the Manager interface.
Administrators can create custom pages with banners and custom sections as needed by the organization. Administrators can create up to five custom pages. Within a custom page, you can add banners and create up to six sections, containing custom cards in each section.
AI-assisted capabilities can be leveraged to produce images for custom cards and banners. Use the Generate Image using AI feature and a widget will appear allowing you to enter up to 180 characters to describe the image in a designated text box. After entering the description, you can select Generate to preview the generated image. If a different image is desired, you can modify the description as necessary and choose to generate a new image.
Note
In this video, you learn about the functionalities available in the Activities menu.
The Activities menu provides access to additional screens and functionalities. Users can create their own content and make it available in Libraries, add history records, and manage their preferences.
Additionally, users can run reports on their own history and assignments, while managers and Human Resources Business Partners (HRBPs) have additional reporting capabilities.