Exploring Manager Actions

A manager is a user with access to their direct reports' user entities. A manager can view all of their employees’ training information.

Some key actions that managers may be able to perform:

• View assigned training, curriculum status, and overdue learning for their employees.
• Assign items and curricula.
• Register users into available classes.
• Add history records for direct reports.
• Run reports for direct and indirect reports.
• Delegate responsibilities to other users.
• Assign alternate managers for their direct reports.
• Review training requests (as a Training Manager).

From the Learning Home Page, you can open the Team View page by selecting it from the Dashboards menu. The Team View page opens with your team members listed in the left-hand region.

The Team View screen provides a workspace to access team members’ assignments.

From here, managers can:

• Access the list of direct and indirect reports (subordinates)
• Easily view the status of an employee’s curricula, whether they have overdue learning, and whether they have recently completed history records
• View an employee’s Learning Plan
• Take various actions

When viewing an employee in the Team View screen, managers can access the following functions for each employee:

• Assign new Learning and Remove assigned learning
• Add to Learning History
• Manage Enrollment

• Send Reminders
• View History
• Assign Alternate Managers
• Complete Requirements
• Manage Observers

If the system is properly set up, a manager assigning an item to a user may be alerted with warnings if the item has already been assigned, recently completed, or has prerequisites.

A manager can remove learning activities that the user has self-assigned (or self-registered into) but may not remove curricula or other learning activities assigned by an administrator or via an assignment profile.

When managers run reports, they may run each report for just their own data, all of their direct reports, all subordinates (indirect included), or all subordinates, including their own data.

Managers can use the Register Others action on the Class Details page to register their employees for a class.

Managers can also use the Assign to Others action on the Item Details page to assign an item to their employees.

The Manage Enrollment tool allows managers to register or withdraw users from classes.

Available actions:

• Registering users into classes that have not started yet
• Withdrawing users from classes
• Registering users into classes that have a price (managers can use reserved seats, vouchers, and account codes)
• Notifying users, instructors, managers, and others of the enrollment or withdraw

Managers can approve or deny training requests from other users. This may include requests to register for a class, withdraw from one, or launch online content.

Other users who are not managers can also participate in the approval process if an administrator assigns them an approval role.

When employees first submit the approval request, they see a Pending Approval status. Approvers can view, approve, deny, or skip their requests. The employee receives an email notification for approved or denied requests, listing the reason provided by the approver.

When the last person in the process approves the request, the employee can register for the requested course or launch the online content.

Managers Can Identify Alternate Managers

Users might work for an extended period on projects that require them to report to a different manager. In this case, the manager (or an administrator) can add up to 10 alternate managers. Either alternate or primary managers can complete the primary manager's tasks.

Alternate managers cannot remove themselves. An administrator can remove any alternate manager, and primary managers may be allowed to remove alternate managers from their direct reports.

Managers Can Identify Delegates

The Manager Delegation feature enables managers to identify other users with manager responsibilities.

Managers use this feature to identify other users to act on their behalf. For example, the manager may take an extended holiday or be unable to access the user interface. Delegate managers will be responsible for all of the manager’s direct reports but may have some or all of the same permissions as the manager.

Users who are also instructors will have access the My Classes page. On the My Classes screen, an instructor may:

• View their scheduled classes and print the roster.
• View students who have registered for the course.
• Record completion for the course (manually or using QR codes).
• Add walk-ins to the registration (during class time).
• View time slot details and class document links.
• Track attendance by time slot.
• Launch a feedback survey for some/all students.
• Add to History for ad hoc training (that has not been created as a class).
• Update and view VLS accounts and launch a VLS time slot.
• Send emails to users.

Human Resource Business Partners (HRBPs) are typically part of larger organizations. They assume some managers' responsibilities so that managers can address the core needs of the team. In SAP SuccessFactors Learning, there are alternate managers: people to whom you can delegate training responsibilities (e.g., assigning or approving training).

HRBP User mapping is managed in the system via the User Connector. HRBPs can manage their employees via an interface similar to the Manager interface. They can view the list of all employees they manage, browse their learning plans, and perform actions such as Assign/Remove Learning, Add to History, and Register/Withdraw for their users.