Managers on eloomi Infinite are similar to admins because they have additional capabilities compared to regular people on the platform. Managers can have a dedicated page or "space" to get insights into the groups of employees they are responsible for and assign courses to them.

For a user to become a manager, he or she must be added as a manager of a new or existing group.

Navigate to: Admin > Organization and click Groups.

Create a new group or select an existing one and then add the user (manager) under the Manager field:

Once you have added the manager and have left the page, the Teams & People tab will appear at the top of the platform for the manager.

You are also able to set a Direct Manager for a user in the Relationships area while editing a user. Once enabled as a Direct Manager, the Manager will access the Manager Space and the functionality for the specific user within Learning.

When the manager clicks on the Teams & People tab, he or she will be taken to this page, which shows an overview of the group(s) that he or she is responsible for:

When managers click on any group, they will be taken to a page containing completion insights for the members they are responsible for. And just like an admin, they will also be able to assign courses to them:

With the new Teams & People space, we have introduced the Conversations and Learning views:

Within the Conversations view, you are able to set up meetings with your members directly.

You can find a more in-depth review of Conversations here: Click Me!

With the Learning View, you are able to view each member that you are the manager of. Within this view, you can see the topics that all the members are interested in and the percentage of completed courses:

You are able to see a more thorough view of the member's learning that they are assigned by clicking on them:

Here you can see the full analysis of the member. From the number of courses and learning plans assigned, how many of them they have completed, required completion, and much more!

You are also able to switch between focus modes to gather data more catered toward either their learning data or the modules that issued certificates. This will allow for a more detailed review of the user's data and what they are working on.

Towards the bottom of the screen, you will see the Skills section:

Here you will see all the skills that your team either possesses or would like to acquire. These skills are pulled directly from the courses that they are assigned to, and provide a live view of your team's valuable skillset. It also shows the status of the skills (If they have them, want them, or if they are just business titles), the number of courses that are assigned to your team with that skill, and the completion % for that module within your team.

Clicking the Events Tab will show the Events assigned to the member.

On this page you can see:

You can also see the Event name, the enrolment status, and the completion status of the event.

You also have the option to download a report for the member which provides details regarding their Events. In the report you will see:

You can find the download button in the events tab next to the Filter and Search options:

In the Conversations view, you are able to see the groups you are a part of, the members who are in the groups, and your upcoming conversations:

Starting with the left side of the screen, you will see all of your groups. Upon clicking them, you will see the members who are in the group and are even able to search within the group from that menu!

In the center of the page, you will see the members of the group, the members who require attention, and any upcoming conversations with your team members:

All of the people who require attention are the people who will need to be scheduled with a conversation soon. Any people who have not been scheduled for a conversation, and have not had one in over a month will be marked as "Requires attention".

Clicking on the people will bring up this menu:

From here you can see whom the conversation is with, set the title of the conversation, set the date, time, and whether it repeats or not, as well as if it should automatically close.

Clicking on any of the people in the list of members will bring you to this page:

This will provide a breakdown of the user's next and past conversations. Clicking on any of the past conversations will show the conversations agenda, and what was talked about. You can also share notes, and edit things if you need:

For more help or if you have any questions or concerns, please visit our support hub or email us at support@eloomi.com.