Review manager training requests
The manager can review training requests. After logging into the system, the manager is immediately taken to the requests page if there are any outstanding requests from team members.
Go to Actions > Manager > Review training requests to view the training requests.
The manager approval page has two tabs:
- Requests to review: All outstanding requests
- Reviewed requests: All requests that have already been reviewed
If you have the right to accept training requests from other managers, you will find a Show requests from filter at the top of both tabs. Select the manager whose requests you want to view. By default, you see requests from your own employees.
Above the tables you will find buttons to adjust the number of lines per page and to export the data in the table to different file formats, for example Excel.
In the table Manager requests to review or Manager custom requests to review, click the magnifying glass icon to open and review an individual request. You will see information about the training, such as its description, price and any comment or reason from the participant.
Click Approve to approve the request. The employee will receive confirmation of the final registration (unless HRM must also approve).
Click Reject to reject the request. If necessary, enter a reason; the employee can see it.
The table also contains checkboxes for reviewing multiple requests at the same time. Select the requests and click Continue. Use the top checkbox to select all requests.
The pop-up window lists all selected requests. Approve or reject the selected requests together.
Note: In this overview it is only possible to approve/reject all requests. No combination is possible. To do this, go to the individual applications.
On the Reviewed requests tab you will find the reviewed requests, broken down by status. Click on the magnifying glass icon to open a request.
My team
The manager can view their assigned team in the Academy and, in some cases, add or change information.
Go to Actions > Manager > My team. The team is shown in the tile view. On the tile you will find the team member's name, function, and compliance summary. The percentage that someone is compliant is calculated by comparing the certificates the team member has with the required certificates. The employee below must obtain eight certificates. Three are in their possession (green), one is in their possession but will soon expire (orange), and four have not been obtained or have expired (red).
Click List view to switch to a list of the employees.
Click a tile to open the team member's profile.
The tabs and functions available below depend on the authorisations and modules used in your organisation:
Data
All data known about an employee, often maintained through a link with an HR system. At the bottom of the page is a Current training table where you can see the team member's ongoing training sessions.
Requests
All applications that are still open or have been rejected. Waiting room registrations can also be found here. Click the magnifying glass icon to open a request.
Training
All ongoing and completed training and, if applicable, the training included in the team member's annual plan. Click Edit annual plan to add or remove training from the annual plan.
Function
All required certificates based on the team member's function, including their status. Click the arrow icon in the last column to go directly to the Catalogue and register the employee for training to obtain this certificate.
Use the Change function button to load the required certificates for a different function. The status is updated.
Certificates
All certificates obtained by the team member, including their status. Click the arrow icon in the last column to go directly to the Catalogue and register the employee for training to renew this certificate. Click the download icon to download the certificate. Click the pencil icon to edit the certificate. Click the trash can icon to delete the certificate. Note: The availability of these options may vary depending on the settings for each certificate.
Click Show old certificates to show old certificates (older versions of certificates that have already been renewed). Click Add certificate manually to assign a certificate to the team member. Select the certificate to assign, the date obtained and, if necessary, a file as an attachment.
Knowledge & skills
All levels obtained for knowledge and skills items. Click Add to assign a new level. First select the Category. Then choose the Knowledge & Skills item. Then select the established Level. Adjust the Date if necessary and provide an Explanation. After editing, click Save.
PE registration
All PE points achieved by the team member. Use the filters at the top of the page to search for registrations within a specific period. Click Search to apply the filter. Click on the download icon to download the registration attachment. Click on the pencil icon to edit a registration. Click on the trash can icon to delete a registration. Click on the Add button to add a new registration. In any case, select a Name, Method, PE focus area, Time - Hours, Time - Minutes and Points. The other fields are optional.
Budget
All the allocated and used budget, sorted by budget year. Click on the magnifying glass icon to view the status of the budget per year.
Documents
All documents uploaded or assigned by a user, for example via a form or the PE registration. Click on the download icon to download a document.
Forms
All forms created for the team member, divided into tables based on status, respectively:
- Forms to approve: Forms with the status Awaiting approval. Must be approved by a party.
- Ongoing forms: Forms with status Started or Created. Forms are available for processing at a party.
- Completed forms: Forms with a status Completed. Have gone through all edits and approvals.
Click the magnifying glass icon to view a readable version of the form. Click Generate PDF at the bottom of the page to download a PDF version. This version also contains information that is not yet final.
Click the PDF icon to download a PDF version of the form with all final information.
Click the pencil icon to open and edit the form.
Click on the trash can icon to delete the form.
Required certificates
This section contains all necessary certificates based on function group, project role, and/or personal requirements. Edit the personally required certificates using the pick list. Select a certificate by clicking its name on the left side of the list. It moves to the right and is added. Remove a certificate by clicking its name on the right side of the list. It moves to the left. Click Save to save the changes.
Required knowledge & skills
All required knowledge and skills based on function group, project role, and/or personal requirements.
If an item has the bubble marked under No with the value N/A then this item is not required for the user. If the item is required, click on the open button at the required level. This level is associated as a requirement for the user. After editing, click Save. The page will be refreshed.
It can be difficult to maintain an overview when the database contains many different items. You can use two tools to keep an overview:
- The filter Category above the selection table. This will only show items from a certain category.
- The Hide unused button below the selection table. This will only show items where a level is selected.
Designations
All designations obtained or still to be obtained by the team member.
Experience
All recorded experiences of the team member.
Click on the magnifying glass icon to view the experience. Click the pencil icon to edit the experience. Click the trash can icon to delete the experience.
Click Add to add a new experience. Enter a Name. If necessary, also provide a date range and a description. Then click Next. You will see all defined labels; select the labels that apply and click Next. Enter the values for the selected labels, then click Next. Add one or more files if necessary and click Save.
Authorisation
All authorisations obtained by the team member.
Click the pencil icon to edit the authorisation. Click on the trash can icon to remove the authorisation. Click on the magnifying glass icon to view the status of the underlying certificates required for this authorisation.
Click on Add authorisation manually to add an authorisation. First select the Certificate. Then choose a Rating and Limitation if applicable. Enter the Date Completed. If necessary, provide a certificate number and a file upload and click on Save.
My team overview
The team overview shows the competence of the entire team. Competence is defined by function, personal requirements, and project or team role.
Use the Department, Requirement type, and Category filters to adjust the matrix.
Buttons
The Search button refreshes the matrix.
The Show function button displays the user's function next to their name.
The Export button exports the matrix to Excel.
Senior management
If a manager has another manager in their team, an icon appears next to that user. Click the icon to open that manager's team overview. This allows you to navigate through the organisation's entire structure.
Search team members
Under Actions > Manager > Find team members, the manager can use search filters to find one or more employees.
The fields shown are set via the Filter Find users
TIP! By entering a % sign in the Last name filter and then clicking Search, you will get all Team Members as a result.
Click the magnifying glass next to an employee to view their details.
Manager forms
Under Actions > Manager > Manager forms, the manager finds Forms to approve and Current forms on the Active forms tab.
The Completed forms tab lists the forms that the Manager may read after the form process is complete.