My Team Dashboard

A number of LMS features help training coordinators and managers oversee their list of employees, manage their training goals, and track team progress. Users assigned a supervisory position will gain access to “My Team” and “Approvals” icons on their Navigation page (or equivalent tabs on the Classic Home page "Employees" and "Approvals"). To learn more about managing approvals, CLICK HERE.

Navigation Page > My Team

From the Navigation page, employee oversight and approvals take place from the My Team  dashboard.  When this icon is chosen for display under Site Management > Edit Navigation Page, it only shows for those users who manage employees, either via their place in the position hierarchy or when listed as a manager to one or more users under person-to-person (direct) management reporting. If you are using direct reporting in the LMS, My Team is the recommended method of viewing employee information. 

Use the Filter   component to refine the list of people displayed. Sort the list by clicking column headers. Export the current filtered list to .XLS, .CSV, or .PDF format by clicking the appropriate icon on the right, above the column headers. 
In addition to a graphic summary of team progress visible at the top, managers have a number of tools available to them from this one page:

  • Employee Overview – People with assignments past due are flagged with a red indicator circle on their User  icon. Click this user icon to expand the view of an individual's account information and profile details. From these details, additional icons provide an overview of the user's training plan, including their list of Courses To Complete  , Assigned Goals  Training History  , and for those using certification programs, their Highest Achieved Certification  . Click any of these icons to drill down for further details. 
  • Manager Workflow – Use the tabs at top of page to navigate between team views: People, Goals, Certifications, Skills, and Pending Approvals.
  • Action – Each page within the My Team dashboard offers quick action buttons to easily manage training plans and track progress. Click the [+Goals] button to open the Assign Goals tool from any page. From the People tab, key actions by user include Edit User Profile (to allow edit of the user's User Group membership) and Drilldown on User (view user's Classic Home page). 

Classic Home > Employees Tab

For customers who continue to use the legacy Classic Home page, the Employees tab provides a list of LMS users for whom you have been granted managerial oversight. This dynamic feed defaults to the Location Employees filter (link at the top of tab), revealing the complete list of active users who have a profile tied to your own Default Location assignment (Default Profile organization) and are assigned Positions subordinate to your own. 

This list can be filtered by Position and has additional sorting options in links at the top of the page. Users who have secondary profiles with supervisory responsibilities will need to click the All Direct Reports link to oversee employees at all organizations. 


Tips for Troubleshooting Team Data

When analyzing issues within your reporting hierarchy, reviewing the profiles of everyone involved will usually reveal an inconsistency in position or organization assignment between the requesting and approving parties. Flaws in organizational structure and reporting relationships within user profile assignments, or your Position Hierarchy, can prevent managers from seeing expected employee requests or grant them unintended approval responsibilities.

This is how roles, positions, and organizations impact a user’s ability to process approvals:

Organizations: A user’s organization assignments fine-tune the list of employees for whom they can approve requests. As such, a user can only process requests for subordinate employees within their organizational scope of influence. Positions and roles only have impact at the organizational levels provided by a user's profile assignments.

Positions:  Each Position can be associated with superior and/or subordinate positions, creating a Position Hierarchy. These associations are the key to defining employee reporting relationships. Users, including those with a portal administrator role, will only see users they are directly or indirectly subordinate to them via the position hierarchy (or manager selection in portals using person-to-person reporting.)

Roles:  Roles only determine whether or not the user is provided an additional “Approvals” item in the Administration menu or in the Classic Home left navigation menu.

In the example below, assume that the position hierarchy is TRA > MNG > STF. Even though Susan is a Manager, she can only approve requests for Staff in her assigned locations: Boston and Albany, not Buffalo. Manager Andre can approve for staff in Albany and Buffalo locations, but not Boston. Both can approve for Jean in the Albany office because both have Albany profiles and positions that supervise Staff. Diana, the Training Administrator, can approve for any organization in the portal. Susan and Andre cannot approve each other’s requests because they are peers.