Manager dashboard

Last update: Tue Jul 02 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Learn how to view and track learnings from the manager dashboard.

Managers play an important role in a team’s learning initiatives. To guide them better, the learning platform provides the manager with a dashboard view to track the learnings in his team.

Dashboard report for a Manager

To view the details of a graph, click the graph or click Details hyper link.

Learning Summary learningsummary

A manager can view the summary of learning activities for his team over a selected time period. Select month, quarter, or year from the drop-down menu.

‘Month’ and ‘Year’ are based on the calendar year while ‘Quarter’ is based on the financial year as configured by the Admin in account settings.

View learning activities over a time perios

Team view teamview

The Team View displays the teams, their members, and their respective enrollments, progressions, and completions for learning objects.

The Team View displays the teams, their members, and their respective enrollments

On clicking the team names, for example, Venkatesh’s Team, you can view the members in Venkatesh’s team along with the total number of enrollments, progressions, and completions for a learning object.

Select a team member

To view the Learning Summary for each team member, click the number in the respective column that corresponds to the team manager. A table opens that displays the list of learning objects with Enrollment Date, Due Date, and Progress information.

Select a team manager

Similarly, you can view the learning objects along with the number of enrollments, progressions, or completions by clicking the values under the corresponding columns.

View courses and learning summary

On further clicking the number of enrollments, progressions, or completions for each learning, you can view the following details: People, enrollment/completion date, due date, and progress made.

View enrollment/completion date, due date, and progress made

Learnings View learningsview

Learnings View displays the number of Enrollments, Progressions, and Completions for a Learning Object.

To view details including people, enrollment dates, due dates, and progress for respective Learning Objects, click the corresponding values in the enrollments, progressions, and completions columns.

Learnings view

Export report exportreport

To generate an excel report, select Actions > Report

Compliance Status compliancestatus

In the compliance dashboard, managers can view the team’s overall compliance status for configured learnings across specific categories (for example, sales, marketing, and legal). Admins can create a dashboard with compliance courses, learning paths, or certification and share with the managers. Managers can view the dashboard shared by the admin in their instances.

View the dashboard

To view dashboard, select Compliance Dashboard from manager app.

Compliance dashboard-Manager app

The compliance dashboard includes the following compliance statuses:

Non-compliant Learners: Shows the number of learners who missed deadlines.
Learners approaching deadlines: Shows the number of learners with deadlines in less than 30 days.
Learners with safe deadlines: Shows the count of learners with deadlines further out (more than 30 days).
Fully compliant Learners: Shows the count of fully compliant learners.
Learners not enrolled anywhere: Shows the count of learners not enrolled in any courses, learning paths, or certifications.

Email managers and learners

Managing multiple teams

If you manage multiple teams, you can notify your managers about their team members’ learning status by selecting the Email Managers option available in the Team view section.

Email managers

The Email Managers provides you with the following options:

Email Managers of Non-compliant Learners: Notify managers whose team members missed deadlines.
Email Managers of Learners Approaching Deadlines: Notify managers whose team members have upcoming deadlines.

Managing single team

If you manage a single team, you can notify your learners about their learning status by selecting the Email Learners option available in the Team view section.

Email learners

The Email Learners option provides you with the following options:

Email Non-compliant Learners: Notify learners who missed deadlines.
Email Learners Approaching Deadlines: Notify learners who have upcoming deadlines.

Download report

To download the report, follow these steps:

In the manager app, go to Compliance Dashboard > Team view.
Select Download report to save your dashboard as a report.
This lets you track your team’s overall learning progress.

Download reports

Team Skills teamskills

Managers can view the skill completion graph and configure a skill completion forecast at different levels. The skill dropdown list includes five skills. The manager gets to know the expertise gained by the team members and identifies strong talent in certain skills.

Managers can also drive certain skills in a team by setting a goal and forecasting on how long it would take to achieve a skill for specific percentage of a team within a timeline.

This forecasting is based on system calculations which gives a view in the future for a progress of that specific skill.

View skill forecast

To view a team’s skill status, follow the below steps:

Click Team Skills from the left pane under My Team View section.
To view the skills displayed, click the skill filter and select one from the drop-down list.
To select a level(Level 1, Level 2, or Level 3), click the level drop-down menu.
Based on the skill and level selected, a graph with its skill status is displayed. On hovering the graph, you can view the following percentages of the skill status: In progress and Achieved.

View percentage of skill status

How to forecast the team completion % for a skill howtoforecasttheteamcompletionforaskill

To forecast the team completion % for a skill, follow the below steps:

To display the configure tracker, click the configure hyperlink.

Select the Configure hyperlink
From the configure pop up dialog, for the skill you want to configure, enter a percentage value in the Target completion % field, and the date by when you want to achieve the target completion % in the Target date field.****

Enter target completion percentage
To view the output for your forecast, click the Estimate button. The output looks like the below screenshot.

View skill tracxker output

Skill level completion forecast skilllevelcompletionforecast

The manager of a team can view and configure the team completion percentage of a skill for a particular time period based on the target completion % and date time provided in the skill tracker.

In the forecast graph, there are two types of lines (solid and dotted line) with three vertices each.

On the solid line, the first point displays the date for the first enrollment for a skill level.

View first enrollment for a skill level

The second point shows the current date and team completion % level of the skill.

View current date and team completion % level of the skill

The third point on the line shows the expected target completion % and target completion date.

View the expected target completion % and target completion date

Forecast line forecastline

The dotted line is the forecast line that displays the forecast depending on the current team completion % for a skill in a given time period.

The first point on the dotted line represents the team completion % and projected team completion % for a skill on that date.

View he team completion % and projected team completion % for a skill

The second point displays the date on which the projected team completion % was achieved for a skill.

View the date on which the projected team completion % was achieved for a skill

The third point in the forecast line displays the team completion % that is achieved on the target date provided in the skill tracker.

View the team completion % that is achieved on the target date provided in the skill tracker

Under the graph, a table is displayed with the team’s view and the number of skills that have been enrolled, achieved, and in progress. If a learning has a completion date, then the expected completion date is also displayed.

Table with team’s view and the number of skills that have been enrolled, achieved, and in progress

On clicking the team name, the list of members who enrolled into the skill, the skill status, and completion date is displayed.

View list of members

On clicking the team, you can view the members in it and the corresponding details for the selected skill like if enrolled, the status (whether in progress or achieved), and the completion date if set.

View skills of members

On selecting the values for a team under the enrollment, achieved, and in progress column, you can view the number of users who have enrolled to the skill. You can also view the date on which the user had enrolled to the skill, the status, and completion date if the skill was completed by the user.