Reviewing User Options on the Home Page

Objective

After completing this lesson, you will be able to search for available learning and utilize the activity menu options on the Learning Home Page.

Activities Menu

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.

Curriculum Status: displays a list of all the curricula currently assigned to the user and the status of each. The user may select the title of any curriculum for detailed information.
QuickGuides and Collections: Users can create their own content and make it available in the Library. Collections are groups of links, online items, quickguides, and programs. Users may create a collection, publish it to the Library, and recommend it to others. Collections may also be created by administrators and recommended to users with an Assignment Profile. QuickGuides are multi-page job aids with text and images that may be published and recommended.
Learning History: Users can view, search, and sort completed work. The records are organized by both the title and the completion date. When a user selects a title, they can see more information about the completed work. If there are completed items that are waiting for the user's rating, they can rate them using stars. Additionally, more information about consolidated history records for employees with multiple USER IDs may be included. The Download option will download all completed activities in one PDF file, regardless of any specific filters that may have been applied.
If configured, a user can add history records for items directly from the Learning History tile by selecting the Add button.
Users can print a certificate of completion for successful events. Certificate Templates may be created by administrators and applied to different items and classes in the system.
Accomplishments: users can set learning goals against the topics that interests them and be able to track the progress. Accomplishments allow users to access information about the number of courses completed per month, total learning time per month, or time spent by topic.
Approvals: managers and other users who are approvers will see any pending approvals that await their decision.
Reports: Users can be permissioned to run reports on their history or assignments. HRBPs may run reports for Self or their HR Business Partner Employees. Managers can be permissioned to run reports for Self, Direct Reports, All Direct Reports, or All (everyone including themselves), Including Alternate Direct Reports.
Add to Learning History: if permitted, a user may add a history record to their learning history. The item must be set to allow this and be in a library the user can see. If this function is not desired, the user role may be edited to remove this permission.
Options and Settings: the user may edit their Learning Plan Email Notifications settings and (if permitted) set their locale, time zone, and locale formats. Managers may delegate permissions to other users to make them Delegate Managers.

Search for Learning Field

From the Learning Home Page, a user can search for learning using the Search for Learning field. If self-registration is permitted, the user can enroll in an available class.

The Search for Learning field enables users to enter keywords for a quick search of items, curricula, programs, QuickGuides, collections, and classes available in the Library. The Browse Library feature allows users to browse their entire library without entering a search value or selecting a filter. The Browse Library can function as a dropdown with the options to Browse by category or Browse All, if configured in the library settings.

The Search for Learning field is highlighted on the Learning Home Page.

Enhanced Search

Enhanced search provides options to locate learning activities by finding matches across multiple fields and languages and offering filters and sorting features to narrow search results.

From the new Learning Home Page, users can search for learning activities by Title, Description, Entity ID, Attribute (Skill or Competency), Category, Region, or Instructor Name.

After entering the second character in the search field, the type-ahead feature displays suggested searches in a drop-down list. The drop-down list also displays learning activities that match the search value. The search looks across all languages to find matches, regardless of a user's locale. A user can select a specific activity from the suggested results, and the details are displayed in a new browser tab. This preserves the search criteria and results on the original page.

To browse options for a search value, users can enter a value in the search field and select the search icon to see the results for the search value they entered. Results will display on the Find Learning page.

Find Learning Page

The Find Learning page displays the search results. Relevant filter options display dynamically in the Filters panel, hiding options not found in the results. Additionally, administrators can control which search filters are displayed to users. The resulting options are displayed in groups and show the count of matching search results. Keywords are highlighted in the descriptions.

Users can take the following actions: Refine the search using filter options; sort the search results by duration, price, rating, or title; bookmark search results; recommend search results to their peers; view details of the learning activity in a new tab, maintaining their position in the search results; perform a new search, using a new search value while preserving selected filters; and reset filter selections to the default values.

Enhanced search is also accessed when searching for courses to complete hours-based curriculum requirements. The search results are pre-filtered to include courses with Credit Hours, CPE Hours, Contact Hours, or Total Hours.

The Find Learning page displays the search results.

In the search results, the user will see all the entities that meet their specified criteria and filters. Action links will be available for self-assigning (Assign to Me) or assigning to direct reports (Assign to Others) if the user is also a manager or HRBP. Other actions might be available depending on whether the item is online or instructor-led and if there are any classes in the user’s library already or if they may request them.

When search criteria match a course that has an upcoming class available, the Show Classes option is displayed in the search results. This option allows the user to expand a list of upcoming classes.

Note

Most changes made to learning activity entities and reference entities by the Administrator, are reflected within 30 minutes, and many updates occur within just a few minutes.

The action links for an entity are highlighted.

If the Open Content Network (OCN) is configured, the OCN Provider sources such as Coursera, Linked In Learning (formerly Lynda), Open Sesame, Open HPI, Harvard ManageMentor, Udacity, or edX may display as filters.

Consider how your item data can be organized to assist users browsing the library.

Once the desired learning entity is found in the library, the user may self-assign it or take another action (such as request a class or recommend). Users who are managers may assign items, programs, and curricula to others (their direct reports). If permitted, they may also register them into classes from their library.

User-Created Content

As part of facilitating collaborative learning, users may be permitted to create their own content and make it available in the libraries. Collections are groups of links, online items, and programs. Users may create a collection, publish it to the library, and recommend it to others.

QuickGuides are multi-page job aids with text and images that may be published and recommended.

Accomplishments

Accomplishments are a record of a user's completed learning activities and achieved qualifications. Here's a breakdown of what accomplishments typically include:

Completed Learning Activities:
- Courses: Online or instructor-led courses that the user has completed.
- Curricula: A group of courses the user has finished as part of a structured learning program.
- Learning Programs: Long-term learning initiatives that the user has participated in and completed.
Achieved Qualifications:
- Certifications: Formal recognition that the user has demonstrated a particular set of skills or knowledge, usually by passing an exam.
- Accreditations: Recognition from an external body that the user has met specific professional standards.
Other Accomplishments:
- Badges: Visual representations of skills or achievements the user earns.
- Completed Assessments: Tests or quizzes that the user has passed.

Accomplishments in SAP SuccessFactors Learning can be tracked and reported on, providing insight into individual users' learning progress and achievements and the overall workforce. They can also be linked to performance reviews and succession planning, helping to create a comprehensive picture of an employee's skills, knowledge, and readiness for future roles.

The Learning Accomplishments page is displayed.

The access to Accomplishments is controlled by a permission in the User role (System Administration→Security→Role Management).

Summary

Utilize the Activities menu to access features like Curricula, Learning History, Approvals, Reports, and more based on roles and permissions.
Search and browse learning using the enhanced search to find items by title, description, or attributes, with filters and dynamic results.
Users can build QuickGuides or Collections, publish them in the library, and recommend them to peers.
Track accomplishments to view completed courses, certifications, and badges to monitor progress and link achievements to performance goals.
Enable self-service learning to self-assign, register, or recommend activities, while managers or HRBPs can assign or enroll direct reports if permitted.

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