What Is It?
With the "For you" page, you can access your learning data all in one place as well as leverage conversations, goals, and journeys to retain talent and achieve success in your organization.
Here is what you are able to view from this page:
Conversations
Learning
Goals
Journeys (coming soon!)
Conversations
A conversation represents a single or recurring meeting between a manager and their employee on a specific date and time. Both the manager and employee have access to this page as soon as the conversation is scheduled so that they can prepare the talking points they potentially wish to discuss as well as add both private and shared notes:
Talking points: under Agenda, talking points can be added, updated, and checked by either participant; however, only the creator of a talking point can delete it afterward.
Talking point suggestions: Clicking the Suggestions button takes the manager or employee to a talking points suggestion window on the same page. This aggregates and displays various categories and talking point suggestions tied with them. Both the manager and employee can easily select and add those talking points to the conversation at any time without any limits.
Shared and private notes: During the meeting, both managers and employees can add notes. Each conversation can support a list of shared notes, which are shown to both participants as well as a single private note for each participant, which is only visible to themselves.
Action items (Coming soon!): Managers and employees also can add action items to their conversations. This allows for collaborative tracking of to-do items as well as communicating the next steps.
For a more in-depth analysis regarding Conversations, please visit this link.
Learning
The learning page is similar to the admin reporting view for courses and playlists. This page contains:
Completed courses: This metric shows the overall number of completed courses compared to all Courses assigned. This includes Direct assignments, Playlist assignments as well as any courses that are set to Open Enrolment.
Required completion %: The percentage of required courses completed.
Optional completion %: The percentage of optional courses completed.
Time spent: The amount of time spent on learning.
Note: The For You page will only display courses that are assigned to you, this does not show courses that are not relevant to you/are not assigned to you. If you would like to see reporting data on other courses, please visit either the Manager tab or Reporting tabs (only applies if you have access).
Below that initial breakdown, you will see two graphs:
Monthly views: The number of times you have accessed the platform.
Courses: This is a donut chart that shows the number of modules completed, in progress, and not started.
Below the graphs, is the Courses section. Here you will find:
Title of the course
Status of the course
Deadline
If it's required or not
You are also able to filter by assignment status, progress status, skills, and skills status.
The total number of Courses assigned is displayed at the bottom of the Courses Table.
Archived courses are not displayed or counted in this view, however you can choose to filter for them as shown in the image below:
Clicking any of the courses will take you to the start page for that specific course.
At the very bottom of the Courses page, is the Skills breakdown. Here you can see:
Skill: This shows the name of the skill that is linked to modules assigned to your employees.
Status: Status of the skill (have, want, business title)
Courses: The number of courses with this skill.
Completion %: This shows the % of completion for this skill.
Bringing it back to the top of the page, you will see the option to switch from courses to playlists. Clicking Playlists will bring up the playlist breakdown. Here you will see:
Completed playlists: The number of completed playlists.
Required completion %: The percentage of required playlists completed.
Optional completion %: The percentage of optional playlists completed.
Average completion %: The percentage of completed playlists on average.
Below this, you will see a similar graph setup that is also found in the Courses tab. Here you will see:
Total playlists: The total number of playlists assigned to you in the last 12 months.
Playlists: A donut chart that shows the number of playlists completed, in progress, and not started.
Note: For You > Playlists shows all courses in the playlist (when clicked) assigned to the user even if the user has not started the course. Self Enrolled courses will also show, but only once the user has started them.
You are also able to filter through the playlists by:
Completion
Time spent
Started
Completed
Deadline
Required
Archived or Active
Back to the top again, we can see the "Events" tab. Clicking this will show a breakdown of:
Total assigned events
Future sessions
Completed sessions
Needs your enrolment
Scrolling down, you can see the individual events assigned to you. Here you will see the Title of the event, if you are enrolled, and the status of the event.
You may see some differing numbers on the graphs and breakdowns. This is to be expected.
It is important to keep in mind that the For You page statistics breakdown will not include Archived courses, even if they are completed before the Archival date. They will, however, be included in the Courses section at the bottom of the For You page, as well as in the Reports > Users > Courses area at the bottom as well. In both of the spaces, scrolling over the Archived course will show the below message.
For You Space
Reports > Users > Courses area
Additionally, Archived courses will still be visible in User Reports via the Download button in Reporting > Users.
Downloaded Report will also include a column for if the course is Active or Archived.
Goals
Goals are a way to track goals that either you as a company, team, or individual can improve in any way possible. In the For You space, you will see an area that is tailored to your Goals that are assigned to you.
On this page, you will see an area to Search for your Goal, as well as Explore all Goals.
Clicking Explore all goals will bring up this page:
Here you can see all the Goals that are publicly available in the platform/your company. As you can see, users are able to filter for All, Company, Group, Individual, and Your goals. Additionally, users can download a report detailing the Goals on this page and sort by Contributor, Deadline, Status, and Type. Lastly, they are able to Filter on the current Goals seen (this is different than the filter options at the top) by Status, Type, Contributor, Deadline, Alignment, and View Settings.
Moving back to the main page, you have similar options. You are able to Download a report, filter, and sort the same way as you can in the above screen with the same options.
Clicking New will bring up the page to create a New objective. You can read more about how to create an Objective, Objective Types, Goal Alignment, and more in this article: Goals and Objectives Overview
If you have any questions or concerns please feel free to reach out to us via the Support Hub