My Team And Manager Reports Rev 2

Transcription

1 My Team And Manager Reports Rev 2 1

2 Contents My Team Overview... 3 My Team Search... 7 Action Items... 8 Tasks Overview... 8 Assign Training Profile Overview Transcript Calendar Overview Comments Overview Quick Links Overview Share Permissions Print My Team Overview Track Employee Reports Overview No Show Details Report Past Due Report Past Requests Report Pending Requests Report Records Report Session Withdrawal Report Training Status Summary Report Training Progress Pie Chart Report Transcripts

3 My Team Overview This manual may refer to some features that are not utilized by ASSA ABLOY Americas University. This program is only used for managing a subordinates training. Items not included in the program are: Add External Training Team Peers Team Goals Performance Cloud Succession tasks Tasks contained within team goals. Assigned To Do's Assigned Tasks My Team is designed to give managers visibility into all their employees' learning and performance activities, as well as user record data. With My Team, managers access all information, development activities and action items for team members all from a single, highly graphical view. Managers can also access reports and dashboards and share permissions from this page. Managers can view the following information about their direct and indirect reports from My Team: Tasks - Assigned Training Profile - User Profile, Transcript, Certification Calendar - View Training Comments - View Comments Managers can do the following from MyTeam for any direct or indirect report: Assign Training Print Transcript Send on past due training directly from calendar Add comments Print My Team content 3

4 1. Primary ID Cards - These provide a graphical view of the manager and all subordinates. A photo is included if one is uploaded in the user record; ghost image displays if a photo is not uploaded. The manager displays in the primary ID card. Direct and indirect reports display in the secondary ID cards. 2. Quick Links - Placing the mouse over the arrow in the bottom-left corner of the manager's ID card provides access to other areas of the application pertaining to the manager's team. The manager can access standard reports, dashboards, and share permissions pages as well as assign training for the entire team or create a goal for the entire team. 3. Scroll Functionality - Scroll through the list of direct reports by clicking the up and down arrows below their ID card. Employees are listed in alphabetical order by last name. The maximum number of employees that are included in the scroll functionality is User Search - Search for direct and indirect reports with the User Search functionality. Clicking the icon opens the Search My Team pop-up appears on which you can search by first or last name, division, and position. At least one search criteria must be entered in order to display search results. Once the employee is found, click the employee name to view their My Team data. 4

5 Feature Description 1 Search by a user's complete first name or by partial name. For example, searching by "jo" returns any user whose first name begins with "Jo." The search by first name is not case sensitive. 2 Search by a user's complete last name or by partial name. For example, searching by "jo" returns any user whose last name begins with "Jo." The search by last name is not case sensitive. 3 When searching by division, users can select one division per search. 4 When searching by position, users can select one position per search. 5 Close closes the pop-up. 6 Clear All clears all fields. 7 Search searches for the user criteria. The Search Results table displays the following nonsortable columns. Up to 10 results display per page. If no record is found, a message displays in the Search My Team pop-up, stating "No users match this criteria." The following information is displayed for each user: Clicking the name opens the user's My Team page. The page that opens in My Team is dependent upon the preferences set in My Team/Talent Profile Preferences (by Division). The user ID. The user's current status from the user record. The user's identifier OU and position. This displays even if division or position criteria are not entered in the search. The user's direct manager. 5

6 5. Secondary ID Cards - Select a direct or indirect report's ID card to view their My Team data. 6. Direct Report Icon - Indicates that the user has direct reports. Click the Direct Report icon to view the user's direct reports, who are your indirect reports. 7. Export to PDF - Enables selected My Team data to be compiled into a PDF as a printable document 8. Tabs - Use the tabs in workspace panel to access the Activities, Profile, Performance, Calendar, or Comment pages. 9. Sub-Links - Displays links to additional employee information within each tab. When switching from one secondary ID card to another, you remain on the same tab/link for each user. Note: This does not apply when searching for a new user in the Search My Team pop-up. The user is always taken to the first tab/link on the page when searching from the pop-up. 10. Actions Drop-Down - Displays actions the manager can perform relative to the current page. Note: An Actions drop-down does not display on pages for which there are no actions to take. See also: Organizational Charts 6

7 My Team Search To search for a particular user within My Team, click the Search My Team icon to the left of the direct reports list. This opens the Search My Team pop-up. Managers can search for users by the following criteria: First Name Last Name Division - This option is only available based on the users permission constraints. Without this permission, the Division field does not appear. Position - This option is only available based on the user's permission constraints. Without this permission, the Position field does not appear. 7

8 Action Items The Action Items page displays all approvals and tasks assigned to the manager for each direct and indirect report. This allows the manager to see all approvals and tasks that they have to complete for their direct and indirect reports in one view. The action items list on the workspace panel will display all pending tasks and approvals (training, development plans, goals, peers) required for the manager for all direct and indirect reports. All tasks and approvals are grouped by direct and indirect reports. For each direct report, approvals are listed first and then tasks. For each item listed, an icon appears to the right of the title indicating the type of approval or task. The manager can click on the name of any direct or indirect report listed on the action item panel. This action directs the manager to the workspace panel of the direct report. Once an item is approved/denied or a task is completed for a direct or indirect report, the approval/task no longer appears on the Action Items page for the direct or indirect report. Training Items 1. Click on Approve/Deny link ( approval page will be displayed). 2. Approve, defer or deny training. 3. Click Submit. Tasks Overview My Team - Tasks page appears when the manager clicks on the ID card of a direct or indirect report. The Tasks page displays all tasks to which the direct or indirect report is assigned. These include assigned 8

9 training, performance, to-do's, succession tasks, and tasks contained within goals. The Tasks page allows the manager to monitor the progress of the all the employee's assigned tasks in a single view. Actions From the Actions drop-down list, the following actions are available: Assign Training The Tasks page has two views, Current and Archived. The Current page displays all current tasks for the direct or indirect report. The manager can view archived tasks by clicking on the Archived link on the My Team sub-task bar. The Archived tasks displays all archived To Do's, trainings, and tasks for the direct report. The Tasks workspace is divided into three sections (Assigned To Do's, Assigned Training, and Assigned Tasks). The manager can expand or collapse each of these sections by clicking the Expand arrow to the right of the section heading. For each item listed in each section, a status light appears to the right indicating the status of the item. Red - item is past the due date and is not complete, will remain on current page until completed. Grey - item is not started or has a percentage progress of 0%. Yellow - item is in progress. Green - item is complete, will be archived after 14 days. With assigned training, items will move to the archived Tasks page when the item is archived on the direct report's transcript. 9

10 Assigned Training This will display all training currently assigned and visible on the direct report's active transcript. For each learning object the manager can view the type, title, due date and status. An icon will appear next to the title of the learning object indicating the type of activity. To View Transcript Details, the manager can click on the title of the learning object (transcript page will display). Managers can also assign training or assign external training to a direct or indirect report from the Action drop-down list after selecting specific employee's ID card. Items that are Complete appear for only 14 days after completion. After that, they are archived and only appear in the Archived view. 10

11 Assign Training Managers with the appropriate permissions are able to assign training to their direct reports. When training is assigned to a user, the following may occur: The assigned training will appear on the user's transcript. An may be sent to the user if configured in Management. Depending on the Welcome Page configuration, the assigned training may appear to the user in one or more Welcome Page widgets. To assign training to one of your direct reports: 1. Click the My Team tab. 2. On the left, you will see your ID card as well as the ID cards of your direct reports. Click the ID card of the direct report for which you are assigning training. 3. In the module to the right, select the Activities tab and then click the Current sub link. 4. Click the Action drop-down list and select Assign Training. 5. The Select Training window opens. Search for and select the training you are assigning. 6. The Assign Training window opens. Specify the details of the assignment and click Submit to submit the assignment. Additional details on the various options are provided below. 11

12 1. Due Date - This section allows you to select a due date for the assignment. You can also enter comments for the assignment. By selecting the Automatically register option, users that are assigned the training are automatically registered for the training. 2. Direct Reports - This section lists all of your direct reports to which you can assign the training. Select the users that are being assigned the training. 3. Shared Reports - This section lists any users for which permission has been delegated to you to assign training. These are direct reports of the manager who delegated the authority to you. 4. Indirect Reports - This section allows you to assign the training to indirect reports and indirect shared reports. Indirect shared reports are indirect reports of the manager who delegated shared permission to you. Click the appropriate link to add indirect reports. 12

13 Profile Overview The profile contains the following pages: User Profile Transcript Certification 13

14 Profile The Profile sublink displays a read-only view of a user's user record data, which includes custom OUs defined in My Team/Talent Profile Preferences (by Division). An address link is available from which you can the user. You can also access and edit the user's User Record page via the View User Record link. User To send the user an 1. Click the user's address link in the upper-right corner of the page. 2. An window opens in which you can create and send the . View/Edit User Record Page To view and edit the User Record page: 1. Click the View User Record link. 2. The User Record page opens. If available, editable fields display in the Edit User, Organization Structure, and User Custom Fields sections. 3. Edit the desired fields. 4. Click Save. You are returned to the default landing page in My Team for the user. 14

15 Transcript The My Team Transcript page under Profile allows the manager to view the direct or indirect report's transcript. The manager has access to the active, archived, or removed transcript for the direct or indirect report. The manager can see the title, due date, and status of each item. If the manager has permissions, they will see an options column where they can remove the learning object from the transcript. The icon next to the title indicates the type of activity. To view the user's transcript: 1. Click the My Team tab. 2. On the left, you will see your ID card as well as the ID cards of your direct reports. Click the ID card of the appropriate direct report. 3. In the module to the right, select the Profile tab and then click the Transcript sub link. The active transcript displays by default. 4. To change the view, select the Active, Completed, Archived, or Removed radio buttons. These views mirror the available tabs of the user's transcript. 5. To see more details, click the title of the learning object. The transcript details page displays. Export to PDF To export My Team information to PDF, click the Export to PDF link 15

16 Actions The manager can click the Actions drop-down list to view the options available. The manager can: Assign Training - Note: You must have permission to assign training to view this option. Add External Training - Note: You must have permission to add external training to view this option. Print Transcript - Clicking Print Transcript in the Actions drop-down opens a pop-up of a printable version of the user's transcript. Click the Print link in the upper-center of the pop-up to print the transcript. Transcript Report - This option launches the Transcript Report for the user. 16

17 Calendar Overview The Calendar Page will display all training and tasks that the direct or indirect report has due in a calendar view. The manager will see the current month and can view all training items and tasks that are due for the direct or indirect report. The calendar will always display in a month view. The calendar will display all training items and tasks that are due or past due. Completed items will not appear on the calendar. The current day will be highlighted. The manager can move from month to month or year to year by clicking on the next and previous arrows on top of the calendar. A warning icon will appear on a date if the direct report has training items or tasks that are past due. A due icon will appear on a date if the direct report has training items or tasks that are due on that date. As the manager mouseovers a date with a warning or due icon, a blurb pop-up will appear displaying the items that are due or past due. On each pop-up, a send link will appear allowing the manager to send out reminder s to the direct report about items that are due on an upcoming date or items that are past due. 17

18 Send from Calendar 1. Click Send link 2. A new window will appear where you can send an to the direct report. If the items on a date are due, the pop-up will display the items that are due on that date in the body of the and the subject will display the default text Upcoming Deadlines on DATE. The manager can edit all text and send the to the direct report. If the items on a date are past due, the pop-up will display the items that are past due on that date in the body of the and the subject will display the default text Overdue DATE. The manager can edit all text and send the to the direct report. If the manager is sending a reminder to an indirect report, then the will CC the indirect report's manager. 18

19 Comments Overview The Comments Page displays all comments made about the direct or indirect report by the manager or other manager's. You can view all comments made by the manager or other manager's and can add comments about the direct or indirect report on this page. You can attach supporting files, such as photos, images, and PDF documents to the Comment page. Managers can also recognize subordinates from the My Team - Comments page. Awards appear in the comment feed for the user that received the award. For each entry, the manager will see the date, author, and comment. Comments will be sorted by most recent entry first. The date and author will be a link which the manager can click on to edit the comment. The manager can delete comments or recognition comments where the manager is the author by clicking on the Delete icon next to the comment. Add Comment To add a comment regarding an employee, enter the comment text in the Comment field. The character limit is 3,000. This field has text formatting capabilities such as bold, italics, underline, undo, redo, bulleted lists, numbered lists, and line breaks. Attachments can also be added. After entering the comment, click Post. 19

20 Add Attachment To add an attachment on the Comments tab, click the Add Attachment link. Clicking the link opens the Add Attachment panel with the following options: File Path - Click Browse to upload the document. The maximum file size is 2 MB, and the acceptable file types are.doc,.docx,.xls,.xlsx,.ppt,.pptx,.pdf,.bmp,.mp4,.flv,.gif,.bmp,.jpg,.png,.zip. Title - Enter a title for the document. The character limit is 100. This is an optional field. Add Tags - Enter up to three tags for the document. The character limit is 100. This is an optional field. Note: With future system enhancements, additional search capabilities will be available for attachment tags. There are currently no reporting capabilities for these tags. Click Post to add the attachment. You can remove an attachment by clicking the Delete Comment icon Attachments can still be posted with or without a comment. to the right of the comment. Note: Only one attachment can be posted at a time or added to a comment. Hovering over the attachment displays a pop-up with the document's title, type, size, and tags. Clicking the file name opens the attachment. 20

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22 Quick Links Overview Quick Links provide the manager access to other areas of the application pertaining to the manager's team. The manager can access standard reports, dashboards, and share permissions pages as well as assign training for the entire team or create a goal for the entire team. The manager can mouse over the black arrow on their ID card to access these quick links. See Also: Reports Assign Training Share Permissions Share Permissions To share permissions, from the My Team page, place the computer mouse over the black arrow of your ID card on the left. From the list of options that appears to the right, select Share Permissions. This opens the Share Permissions page. 22

23 On the Share Permissions page, the manager can click the Select Delegates link to select the users to whom they are delegating manager permissions. 23

24 The users that are available in the Select User pop-up is determined by the constraints upon the Share Permissions-Manage permission. The manager can search for delegates by Last Name, First Name, User ID, or Manager's Last Name. The manager can also filter the listed users to only their direct reports by selecting the Direct Reports Only option. The manager can add as many users as necessary by clicking the Add icon to the left of the user's name. After selecting the appropriate delegates, click the Done button in the pop-up. The selected delegates appear in the Delegates section. The manager then has two options to delegate manager permissions to the selected delegates: Add Delegates - Click the Add Delegates link to delegate all of the available permissions for all of the manager's selected direct reports to the selected delegates Define Access by Permission - Click the Define Access by Permission link to select which permissions are delegated for which of the manager's employees to the selected delegates. 24

25 Share Permissions - Add Delegates On the Share Permissions page, clicking the Add Delegates link delegates all of the available permissions for all of the manager's selected direct reports to the selected delegates. This includes the Delegate Goal Approvals permission. To utilize the Add Delegates functionality: 1. From the Share Permissions page, click the Select Delegates link to select the delegates to which you are delegating permissions. At least one delegate must be selected 2. In the Direct Reports section, select the direct reports for which you are delegating permissions. You may also delegate manager permissions for a direct report's subordinates by selecting the Include Subordinates option to the right of the direct report. At least one direct report or direct report's subordinates must be selected. The delegates selected in Step 1 will have all manager permissions for the selected direct reports. 3. Click the Add Delegates link. The selected delegates are moved to the Users Sharing Your Permissions section. You may edit their permissions by clicking the Edit Permissions icon. This opens the Define Access by Permission page with all of the permissions selected. 25

26 Share Permissions - Define Access by Permission On the Share Permissions page, the Define Access by Permission link allows managers to select which permissions are delegated for which of the manager's employees to the selected delegates. This includes the Delegate Goal Approvals permission. To utilize the Define Access by Permission functionality: 1. From the Share Permissions page, click the Select Delegates link to select the delegates to which you are delegating permissions. At least one delegate must be selected. 2. From the Share Permissions page, click the Define Access by Permission link. This opens the Define Access by Permission page. 3. In the Select Permission column, select the permissions that are being delegated to the selected delegates. At least one permission must be selected. 4. In the Select which users the permission applies to column, select the direct reports for which you are delegating the permission. You may also delegate manager permissions for a direct report's subordinates by selecting the Include Subordinates option. At least one direct report or direct report's subordinates must be selected for each selected permission. 5. After making the appropriate selections, click the Save button at the bottom of the page. 26

27 Print My Team Overview My Team provides a concise overview of information about an employee, organized into different tabs. The print option is available for users with the appropriate permissions and enables users to print the information in the secondary ID card tabs and sublinks using the Export to PDF link found in the upperright corner of the My Team page. To view and print MyTeam content, you must have permission to access the corresponding content. For detailed information about printing My Team content, see the following: Secondary ID Card Primary ID Card Print My Team Output Example Users with Internet Explorer 8 or Below If using Internet Explorer 8 or below, an Internet Options Security setting must be modified in order to enable printing of My Team content. To modify the setting: 1. Click the Tools menu in your browser window. 2. Click Internet Options. The Internet Options pop-up opens. 3. Click the Security tab. 4. Click the Custom Level button. The Security Settings - Internet Zone pop-up opens. 5. In the Downloads section, enable Automatic prompting for file downloads. 6. Click OK to close the Security Settings - Internet Zone pop-up. 7. Click OK to save the setting and close the Internet Options pop-up. 27

28 Print My Team - Secondary ID Card The printable version of the My Team secondary ID cards offers a way to organize and view My Team content and provides offline access to important employee data. The Export to PDF link, found in the upper-right corner of the My Team page, opens the Print My Team pop-up on which you can choose the data to print. The order in which the data displays on the document follows the order of the tabs and links configured to display in the Print My Team pop-up. Note: Interactive features and expand/collapse arrows are removed on the print version. Options columns and icons do not display (Certification sublink content). All sections begin with a universal header to maintain a consistent look and feel. Print My Team Pop-Up The Print My Team pop-up contains a list of each My Team tab and sublink that is available to you to print. You can select the tabs and sublinks to include. You can also choose to print each tab on a separate page or on as few pages as possible. All checkboxes are checked by default, as well as the Include the Full User Record radio button and the Print My Team on as few pages as possible checkbox. The checkbox next to a tab name functions as a select all. Unchecking the select all box unchecks all sublinks beneath it. Individual sublinks can be removed from the printout by unchecking the box next to the sublink name. If a user does not have permission to view and print any of the links within a tab, the tab does not display in My Team or on the Print My Team pop-up. Further, the Export to PDF link does not display for users who do not have permission to print a My Team profile Note: The Calendar tab is not available for print. The names and order of the tabs and sublinks may differ in your portal, depending on the settings in your portal, depending on the settings in My Team/Talent Profile Preferences (by Division). For example, some portals may configure two Certification sublinks in the Profile tab: one to display a user's completed certifications and another to display the content of a user's Certifications Transcript page. 28

29 To print a user's My Team content: 1. Tasks - Check the box to select all sublinks in the Tasks tab. Archived - Print the Archived sublink content. Career Profile - Print the Career Profile sublink content. 2. Profile - Check the box to select all sublinks in the Profile tab. Note: When this box is checked, the Profile sublink content also prints. Transcript - Print the Transcript sublink content. Within the Transcript, managers can select which sections of the transcript are included in the PDF (e.g., Active, Completed, Archived, Removed). These options correspond with the available views on the Profile - Transcript page. 29

30 The Transcript sub-options can only be selected if the Transcript option is selected. If the Transcript option is not selected, then the transcript sub-sections cannot be selected. If the Transcript view is sorted within My Team, then the PDF output is also sorted. Only the views that are sorted within My Team are sorted in the PDF output. For example, if the Completed tab is sorted by completion date, then the Completed transcript data appears sorted by completion date in the PDF as well. However, if another tab is not sorted, then that data appears in the PDF in the default sort order for the tab. Certifications - Print the Certification sublink content. Note: Only the newer Certification sublink content is available to print. Resume - Print the Resume sublink content. Peers - Print the Peers sublink content. Connect - Print the Connect Page sublink content. User Certification - Print the User Certification sublink content. 4. Comments - Check to print the Comments tab content. 5. Print each My Team section on a separate page - Select the radio button to print each tab on a separate page. Tabs with multiple pages are separated by a page break. 6. Print My Team on as few pages as possible - Select the radio button to print the content without page breaks. Users with Internet Explorer 8 or Below If using Internet Explorer 8 or below, an Internet Options Security setting must be modified in order to enable printing of My Team content. To modify the setting: 1. Click the Tools menu in your browser window. 2. Click Internet Options. The Internet Options pop-up opens. 3. Click the Security tab. 4. Click the Custom Level button. The Security Settings - Internet Zone pop-up opens. 5. In the Downloads section, enable Automatic prompting for file downloads. 6. Click OK to close the Security Settings - Internet Zone pop-up. 7. Click OK to save the setting and close the Internet Options pop-up. 30

31 Print My Team - Primary ID Card With the appropriate permissions, you can print the content in the primary ID card tabs and sublinks. The Export to PDF link, found in the upper-right corner of the My Team page, opens the Print My Team pop-up on which you can choose the data to print. Print My Team Pop-Up The Print My Team pop-up contains a list of each My Team tab that is available to you to print. You can select the tabs to include. You can also print each tab on a separate page or on as few pages as possible. Both checkboxes are checked by default, as well as the radio buttons Include the Full User Record and Print My Team on as few pages as possible. If a user does not have permission to view and print a tab, the tab does not display in My Team or on the Print My Team pop-up. Further, the Export to PDF link does not display for users who do not have permission to print a My Team profile. 1. Action Items - Check the box to print the Action Items tab content. If the Action Items box is checked, the content displays below the Team To Do's section, even if there are no action items listed in My Team. 2. Print each My Team section on a separate page - Select the radio button to print each tab on a separate page. Tabs with multiple pages are separated by a page break. 3. Print My Team on as few pages as possible - Select the radio button to print the content without page breaks. 31

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33 Users with Internet Explorer 8 or Below If using Internet Explorer 8 or below, an Internet Options Security setting must be modified in order to enable printing of My Team content. To modify the setting: 1. Click the Tools menu in your browser window. 2. Click Internet Options. The Internet Options pop-up opens. 3. Click the Security tab. 4. Click the Custom Level button. The Security Settings - Internet Zone pop-up opens. 5. In the Downloads section, enable Automatic prompting for file downloads. 6. Click OK to close the Security Settings - Internet Zone pop-up. 7. Click OK to save the setting and close the Internet Options pop-up. 33

34 Print My Team Output Example The printable version of the My Team secondary ID card offers a way to organize and view My Team content and provides offline access to important employee data. The order in which the data displays on the document follows the order of the tabs and links configured to display in the Print My Team pop-up. Note: Interactive features and expand/collapse arrows are removed on the print version. Options columns and Icons do not display (Certification sublink content). All sections begin with a universal header to maintain a consistent look and feel. The following is an example of a PDF output: 34

35 Track Employee Reports Overview From the Welcome Page, click REPORTS > STANDARD REPORTS Note: Custom Reports are not available. Managers can track and generate reports on the following topics: No Show Details Past Due Past Requests Pending Requests Records Session Withdrawal Training Progress Pie Chart Training Status Summary Transcripts 35

36 No Show Details Report Display attendance rates and lists of no-shows per session. The detailed view lists users absent for the course. Filters Date Criteria - Click on Calendar icon or enter a Date range (From/To) in the field. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time). Event - Select an event. Facility - Select a facility. Provider - Click on search icon to select a specific Provider or skip to search on all providers. Details - Check to show details or/and include subordinates. Filter By - Select currency option to filter by if applicable. Convert To - Select convert rate if applicable and choose Client or Cornerstone exchange rate. Output Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file. 36

37 Past Due Report This report displays employees past due training. Filters Date Criteria - click on calendar icon or enter a Date range (From/To) in the field. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time). Training Type - click on drop-down menu to choose Training Type or skip to select all training types Provider - click on search icon to select a specific Provider or skip to search on all providers Removed Training - check Removed Training box if you want to include training that was removed from the users transcript in the report results Output Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file Past Requests Report Displays training requests you have already approved, deferred, or denied in the past three months. You may change your decision for training for which the employee has not yet registered. 37

38 Output Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file 38

39 Pending Requests Report This report displays outstanding training requests to be approved. Deferring a request will send the request to the next person in the approval chain for that employee. Notes regarding external training within a certification: If an external training is in a status of Completed (Evidence Needed) and is associated with a certification that has external training approval delegated to a user's manager, the external training appears in the Pending Requests report with the Type set as Certification Approval. Note: External Training requests for certifications only appear in the Pending Requests report if the Delegate the approval process of external training to user's manager option is selected for the certification. If an external training request for certification appears in the Pending Requests report, the Type for the request is set as Certification Approval. These external training items appear in the Pending Requests report after they receive completion approval or if they do not require completion approval. If the Delegate the approval process of external training to user's manager option is selected for a certification, the manager can still approve the external training and approve the application of the training to the certification. Once an external training is approved for a certification, any changes to the external training that are made by the administrator or the user are not applied to the external training within the certification. If the Delegate the approval process of external training to user's manager option is selected for a certification, the certification owner or the user's manager can approve the application of the external training to the certification. If either the certification owner or the user's manager approves or denies the external training request, then that request no longer appears to the other approver. The following options are available in the Options column: Approve - Click this icon to approve the request. If the Delegate the approval process of external training to user's manager option is selected for a certification to which a user submits an external training item, when a manager approves completion of the external training from the Pending Requests page, the manager is automatically taken to the Evidence Needed Approval page. Defer - Click this icon to defer approval to the next person in the approval chain for the employee. Deny - Click this icon to deny the request. Click the Printable Version link to view the report contents in a web page, or click the Export to Excel link to save or open the report contents as an Excel file. 39

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41 Records Report Display user data and transcripts for direct and indirect reports. Filters Choose User Display Output Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file 41

42 Session Withdrawal Report Display a list of employees who registered and later withdrew their registration, including reasons for withdrawal. Filters Date Criteria - click on calendar icon or enter a Date range (From/To) in the field. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time). User Criteria Provider - click on search icon to select a specific Provider or skip to search on all providers Report Settings This is an asynchronous report, which allows the administrator to define the standard report and generate the report asynchronously. As a result, when administrators process the report, the system generates the report in the background, while the administrator can move on to other areas of the system. When the report is finished processing, the administrator can then view the full report in its entirety. Up to three separate reports can generate asynchronously, allowing greater flexibility for creating and storing different versions of the report. If you process a report or refresh a stored report, the report appears in the table as Queued. Since the user can generate up to three reports, the administrator can define a report title for each of the generated reports. Clicking the View Details icon changes the report settings on the page to match those of the selected previously run report. 42

43 Output Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file After the report is processed you can: Update the data on the report, click the Refresh icon View the details on the report, click on the Details icon Delete the report, click on the Delete icon 43

44 Training Status Summary Report Display training progress information for your direct reports. The data filters refer to the date the training was requested/assigned (except for Events/Sessions, in which case the filter refers to the session start date for the event that to which the user is assigned). Filters Date Criteria - click on calendar icon or enter a Date range (From/To) in the field. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time). Training Type - Check each training type to include it in the report. Options: Display: From the drop-down list, select the appropriate languages to only include training items that are available in the selected languages. At least one language must be selected. When multiple languages are selected, the report includes LOs that match one of the selected languages as well as the other criteria. At the top of the drop-down list, all selected languages are displayed. The drop-down list only displays the languages that are available to the user. Select the All Languages option to select all available languages. Hide Archived Training - check to hide archived training Include Indirect Subordinates - check to include indirect subordinates All Training - check to include all training Assigned Training - check to include assigned training Include Removed Training - check to include training that was removed from users transcript 44

45 Registered/Not Started - red bar displaying the number of training items with the following statuses: Pending Approval Approved Denied Cancelled Exception Requested Waitlisted Waitlist Expired Registered Registration Pending Pending Prerequisite Or any of the above status with Past Due appended In Progress- blue bar displaying the number of training items with the status: In Progress Completed - green bar displaying the number of training items with the following statuses: Completed Pending Evaluation Pending Acknowledgement Incomplete - yellow bar displaying the number of training items with the following statuses: No Show 45

46 Withdrawn Incomplete Failed Or any of the above statuses with Past Due appended Past Due - brown bar displaying number of training items with the following statuses: Past Due Or any of the above statuses with Past Due appended Removed - purple bar displaying the number of training items that have been removed from the user's transcript. Exempt - brown bar displaying the number of training items with the status: Exempt Clicking on a status bar for a particular user will filter the search results to only display records for that user that fall in that status category in the Search Results table. The bar graph, however, will not change. Clicking on the View All Status link next to the bar chart will show all the search results that meet the search criteria (without limiting it to one user and one status). For example, clicking on the Completed section of a particular user will refresh the page showing the same bar graph but a with different search results table. In the detailed view, a View All Statuses link appears next to the bar graph. Clicking on this link refreshes the page to show the summary of all status categories, which is the default view. Please see Example 1. Click on the Show Stacked checkbox, the page will refresh to show a stacked count version of the bar graph. Please see Example 2. Example 1: View All Statuses link Click on the View All Statuses link to return to the default view. 46

47 Example 2: Show Stacked Version Click on the Show Stacked checkbox to view the bar graph in the Stacked Version 47

48 Output Printable Version link to view the results in a web page, or Excel file Export to Excel link to save/open as an 48

49 Training Progress Pie Chart Report Display training progress information for your subordinates. The date filters below refer to the date the training was requested/assigned. This report allows you to click on a slice of the pie to see a detailed breakdown of users with that status. Permissions Permission Name Permission Description Category Track Employees - Training Progress Pie Chart Grants access to Employee Training Progress Summary Report, a pie chart report that displays transcript status on a single learning object for a manager's direct reports. This is a manager permission. Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role. Reports - Track Employee Filters Date Criteria - click on calendar icon or enter a Date range (From/To) in the field. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time). Training Type - check training type to include in report Training Title - choose training title Options: Display: Hide Archived Training - check to hide archived training Include Indirect Subordinates - check to include indirect subordinates All Training - check to include all training Assigned Training - check to include assigned training User Status - check to include inactive users Include Removed Training - check to include training that was removed from users transcript 49

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51 Registered/Not Started is shown in red: Registered Pending Prerequisite In Progress is shown in yellow: Users with the status In Progress Completed is shown in green: Completed Pending Evaluation Pending Acknowledgement No Show/Withdrawn is shown in blue: No Show Withdrawn Incomplete Failed Or any of the above statuses with Past Due appended Requested/ Not Registered is shown in purple: Pending Approval Approved Denied Cancelled Exception Requested Registration Pending Waitlisted Waitlist Expired Or any of the above statuses with Past Due appended Past Due is shown in brown: Past Due Failed/Past Due This report allows you to click on a slice of the pie to see a detailed breakdown of users with that status. Clicking on a section of the pie chart will refresh the page showing a new pie chart with the breakdown of subordinate's training statuses. The Search Results table will also be refreshed to show only the users with the statuses that fall under that status category. For example, clicking on the Completed section will refresh the page showing a pie chart with the breakdown of the statuses: Pending Evaluation, Pending Acknowledgment, and Completed. Please see Example 1. In the detailed view, a View All Statuses link appears next to the pie chart. Clicking on this link refreshes the page to show the summary of all status categories, which is the default view. 51

52 Example 1: Completed Training Example 2: Incomplete Training Clicking on the Details icon for a training item, navigates to that user's transcript training details page. Output Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file 52

53 Transcripts The Transcripts report displays transcripts of users for whom you are the approver, manager, or cost center approver. To access the Transcripts report, go to Reports > Standard Reports > Track Employees. Then, click the Transcripts report link. Once on the user's Transcript page, you can manage transcript items, such as selecting a session for an event, removing a training item, or editing transcript details on the Training Details page of a learning object. The actions you can take are dependent upon your permissions. The View link is only available for users who have permission to view transcript items. 53