UoE | Manager’s Guide

As a manager, you will be able to check to see your staff’s records in a variety of areas such as their learning plans and what courses they have completed. To do this please see the guide below.

Navigating to My Team

  1. When you have logged in you will arrive on the home page. On the home page if you have direct reports on the system you will see a yellow block called My Team. If you click on the My Team block you will be taken to the My Team page which will list your direct reports.

  1. On the My Team page, you will see a list of your staff members, and a variety of options Plans (1) which will allow you to view the staff members’ current learning plans and review what has been actioned and change the priority of the courses that need to be completed under the plan. Profile (2) which will allow you to see a more in-depth version of your staff members’ profile on the system and Records (3). Records will allow you to see your staff members’ training records, this will show you what courses they have completed (both internally and externally).

Viewing direct reports learning plans

  1. Once you are on your My Team page, click on the Plans link to view their learning plans.

  1. This will navigate you to the staff members’ learning plans. On this page you will see a confirmation of whose plans you are viewing (1), Any active learning plans the staff member has (2) and any learning plans the staff member has completed previously (3). If you click onto the title of a current learning plan (4), you will be able to view the learning plan in detail.

  1. Once viewing a learning plan, you are able to Edit the learning plan (1) including the planned completion date, Complete the learning plan (2), View the training needs attached to the learning plan (3), View the internal courses that are needed to be completed for the learning plan to be signed off (4) and comment on the learning plan (5). If you click onto the Internal coursestab you will be able to check and edit the courses attached to the learning plan.

  1. On the Internal courses tab, you can see what courses what been assigned to the learning plan (1), Change the course priority (2), Set a target date for completion (3) and Delete the plan from the course from the learning plan (4). Once you have completed the changes you would like to make, simply navigate away from the page to save the changes.

Viewing direct reports learning records

  1. Once you are on your My Team page, click on the Records link to view their training record.
  1. Clicking on the records link will bring you to your staff members learning record, opening on the Internal courses tab (1), on this page you will be able to see Courses the staff have enrolled in/completed (2). Courses have been completed will have a date in the Date completed column (3). You will also be able to see which external courses the staff member has recorded on the system in the External Courses tab (4).
  1. On the External courses tab you will see What external learning the staff member has completed (1), Which category the course falls under(2), The institution the course was completed from (3), The date the course was completed (4), and whether the staff members believes they are using the skills learned (5).