Manager association can be established in the platform either by being noted as the Direct Manager on the User profile, or via Group association either as a regular Group Manager or a Hierarchy Manager.

When someone is noted as the Manager in any of the above capacities for at least one User, they will automatically get access to the Teams & People tab in the top bar.

The Teams & People tab allows Managers access to a dedicated space for managing and reporting on progress of the people reporting to them. Here, they can easily get insights into their Direct reports and/or the Groups they are responsible for.

Setting up Direct Managers

Setting up Direct Managers in the platform can be done on an individual basis or in bulk via User Import.

As an Admin, you must navigate to Admin > Organization > People. If you wish to set up a Direct Manager for an individual User, you simply click to open the User Profile and scroll down to the Relationships section and populate the field Direct Manager.

IMPORTANT! Only one Direct Manager is supported per User Profile.

If you wish to set up Direct Managers for multiple Users, you can add/update this via bulk User Import. First, you must navigate to Admin > Organization > People > Import. See How to Bulk Import People via Excel for more information.

Setting up Group Managers

Setting up Group Managers in the platform must be done directly on the Group.

Navigate to Admin > Organization > Groups. Click to open the relevant Group and populate the field Managers.

Once you have added the Group Manager(s), the Teams & People tab will become visible in the top bar for the new Group Manager(s).

Setting up Hierarchy Managers

Setting up Hierarchy Managers in the platform must be done directly on the Hierarchy Group the same way as for regular Group Managers.

Navigate to Admin > Organization > Groups > Hierarchy. Click to open the relevant Hierarchy Group and populate the field Managers.

Note: As a Hierarchy Manager, when you are assigned to a Hierarchy Group, you will have visibility of all Sub-groups including all the people in the Sub-groups. Consequently, the Hierarchy Manager will be marked in the Manager field in a locked state on all Sub-groups.

Teams & People Dashboard

When a Manager navigates to Teams & People, their view will depend on the features enabled in the platform. The default view will vary depending on whether it is a Learning Only platform or if Talent features are enabled.

If all Talent features are enabled in the platform, the default view will be Conversations. From here, the Manager can navigate to Learning, Goals, Feedback, Journeys and Checklists.

Conversations View

In the Conversations View, Managers are able to manage and plan conversations with their Employees. Just like for all areas of the Teams & People space, the Manager will have access to all their Employees in this View.

In the left side bar, the Managers has an overview of all of their Direct reports (if applicable) and all their Groups (if applicable). Upon clicking a Group, they will see the Group Members and are able to search within the Group from this menu.

In the center of the page, the Manager will see Group Members who Requires Attention, any Upcoming conversations as well as a list of their team members:

The Requires Attention list is defined as all Employees who have not been scheduled for a conversation, and/or have not had one in over a month.

Clicking on the name of an Employee in this list and/or the button Schedule will bring up this menu:

From here, the Manager can add the Title of the conversation, set the Date, Time, Duration and whether it Repeats or not, as well as if it should Automatically Close.

If the Manager clicks on the name of an Employee from the Members list, it will bring them to this page:

This page will provide a breakdown of the User's Next and Past conversations. Clicking on any of the Past conversations will show the Agenda, Action items and Shared notes:

Learn more about Conversations here: How to Use Conversations

Learning View

If Conversations is not enabled in the platform, the default view will be Learning.

With the Learning View, Managers have access to track and report on the Learning Progress of their Employees. Just like all other areas of the Teams & People space, the Manager will have access to all their Employees in this View.

When a Manager opens Teams & People > Learning, the Overview page will present two tables. The first containing All Reports and the second containing Groups.

The table All Reports will include all Direct Reports as well as all Group members that the Manager is associated with. The table Groups will reflect all Groups (Standard and Hierarchy) that the Manager is associated with. If the Manager is not managing any Groups, the Groups table will be empty.

IMPORTANT! The first time a Manager opens Teams & People > Learning, the Overview page will reflect the Admin report(s) available to Manager. If no Admin report(s) with association to the Manager exists, the Overview will be presented in an empty state and the Manager must create a Report to gain visibility of Learning data for their Employees.

In the Overview page, the Manager is able to create Reports in-platform with the ability to download in Excel format. These custom Reports will allow each individual Manager to track and monitor progress of their Employees.

How to Create custom Learning Reports?

If a Manager does not have access to any existing Admin reports, the Overview page will be presented in an empty state as illustrated below:

Here, the Manager must first create a custom report by clicking the button in the center of the page "+ Create report".

If the Manager already has access to an existing Admin report, the Overview page will reflect the Content of the Report. The Manager will have access to navigate between their available Reports by clicking the Change report button in the top-right corner. Here, they can also click to create a new report:

Once the Manager has clicked to create a new report, they will be prompted to add a Report Title as well as add a Report Description (optional).

The Manager must then add Content to the Report. The types of Content available for the Manager to select from is Courses, Events, Learning Plans and Checklists.

Here, the Content available for selection is limited to only reflect Content assigned to Users who are associated with the Manager adding the Content.

Once the Content has been added, the Manager must finish by clicking Create Report. This will initiate the creation of the Report and depending on the amount of data, this process might take a minute.

Once the Report has been created, it will be available in the list of Reports in the Change report dropdown for the Manager to select from.

RECOMMENDATION: We encourage Managers to create multiple smaller Reports containing select Learning items with relevant data rather than adding all Learning items into one Report.

There is no limit to how many Learning Reports a Manager can create. Once a new Report has been created by a Manager, they can always click to edit or delete it by clicking on the three dots (...) next to the Change report dropdown.

The ability to edit and/or delete a Learning Report only applies to Reports created by the Manager themselves, but it does not apply to Reports created by an Admin.

Next to the Change report dropdown, the Manager also has the option to Update the selected Custom Report. This allows them to trigger the Report to be synced and illustrate updated Completion data.

How to navigate Custom Reports as a Manager

Once the Manager has selected a Report to review on the Overview page, they will see two tables. The first containing All Reports and the second containing Groups.

The All Reports table will by default include two User related columns and two Content related columns:

People: Displays the Full Name of the Learner
Total Completion %: Shows the percentage of the selected Learning items completed by the Learner

Completion status: Displays the Current Progress of the Learner on the Learning item (Not started, In progress or Completed)
Certification status: Displays the Current Status for Compliance (Certified, Expires, Past due or Uncertified)

The Groups table will by default include three columns:

Group: Displays each Group (Standard or Hierarchy) that the Manager has visibility of
Completion rate (+All Subgroups): Displays the Overall Completion Rate across all Learning items selected in the Custom Report for the Group including Subgroups
Certification rate (+All Subgroups): Displays the Overall percentage of all Learning items selected in the Custom Report where Learners in the Group and Subgroups currently hold a valid Certification

Here, the Manager has the option to dive into the Subgroup levels of Hierarchy Groups if they are noted as a Hierarchy Manager.

The data for Subgroups will be presented for each specific Subgroup, but also as Aggregated data including all Subgroups below (if applicable).

In both tables, the Manager has four options available in the top-right corner of each table:

Search icon: Option to Search through the table to find a specific User or Learning item
Download icon: Option to Download the Custom Report as an Excel Report with the applied Columns and Filters
Columns: This option allows the Manager to customize the Columns illustrated in the table to suit their needs
Filters: The Filter options can be used to drill into the Custom Report and capture more specific reporting

When clicking to manage Columns, the Manager can navigate between Available and Selected columns to determine what data is included in the table.

The Columns are divided into three categories: Learner datapoints, Learning rules datapoints and Learning item datapoints.

Learner datapoints:

People: Displays the Full Name of the Learner
Total Completion %: Shows the percentage of the selected Learning items completed by the Learner
Email: Displays the registered email address of the Learner
Job title: Displays the registered Job title of the Learner
Account ID: Displays the registered Account ID of the Learner
Total Certification %: Shows the percentage of the selected Certifiable Learning items where the Learner is Certified

Learning rules datapoints:

Credits: Number of Credits the Learner has earned for this Learning rule
Cadence: How often this Learning rule must be completed, expressed as a time interval (every 12 months, every 3 years)

Learning item datapoints:

Completion status: Displays the Current Progress of the Learner on the Learning item (Not started, In progress or Completed)
Completion date: The date of Completion for the Learning item
Certification status: Displays the Current Status for Certification (Certified, Renewing, Expired or Uncertified)
Assignment date: The date when the Learning item was assigned to the Learner
Deadline: The due date for Learning item to be completed by the Learner
Certificate expiry: Displays when the Certificate for the Learning item expires for the Learner
Time spent: Total time the Learner has spent interacting with this Learning item

When clicking to manage Filters, the Manager can navigate between a multitude of different Filter options allowing them to capture more specific information within the selected Custom Report in the table.

The Filter options are:

People: By default, all Learners are displayed in the table. The Manager can toggle ON/OFF to include all Learners as well as include unassigned Users.
Learning status: Ability to filter on applicable status across Courses, Events, Learning plans and Checklists
Courses: Ability to filter on select Course from the Custom Report
Events: Ability to filter on select Events from the Custom Report
Learning plans: Ability to filter on select Learning plans from the Custom Report
Learning rules: Ability to filter on select applicable Learning rules
Certification: Ability to filter on Certification statuses including Certified, Not certified and Expired
Topics: Ability to filter on Topics linked to Content from the Custom Report

Assigning Content as a Manager

When a Manager opens Teams & People > Learning, they have access to Assign Learning to the Users reporting to them. They must simply click the button Assign learning in the top-right corner of the page to open the Assignment modal:

Here, the Manager has access to assign all Courses, Events and Learning plans that have been made Open for Manager-enrollment.

Individual User Reporting for Managers

In the left sidebar, Managers will see an Overview of their Direct Reports (if applicable) as well as any Groups that they manage. When a Manager clicks on any Direct Report or User from a Group, they will be taken to a page containing Completion Insights for this individual User, allowing them to see a more thorough view of the User's Learning Progress:

Here, the Manager can access Completion records for that specific User. More specifically, they will see Completed courses, Required completion, Optional completion and Time spent.

The Manager is also able to switch between Focus modes to review Learning or Certifications. This will allow for a more detailed review of the User's data and what they are working on.

Towards the bottom of the page, the Manager will see the Skills section (if applicable):

Here, they will see all the Skills that their team either possesses or would like to acquire. These Skills are pulled directly from the Courses that they are assigned to, and provide a view of the Users valuable skillset. It also shows the status of the Skills (If they have them or want them), the number of Courses that are assigned to the User with that Skill, and the Completion % for the Course.

If the Manager navigate back to the top of the page and clicks the Events tab, it will show the Events assigned to the User.

On this page, the Manager can see:

Total Assigned Events - The number of Events assigned to the User
Future Sessions - How many Events are coming up for that User
Completed Sessions - The number of Events completed by the User
Needs Your Enrollment - The number of Events that need Manager approval for enrollment

They can also see the Event name, the Enrollment Status, and the Completion Status of the Event.