Introduction
The Manager Experience is a manager-focused view of LMS learners. It allows your people leaders access to their team’s learning data in a simplified and user-friendly workflow. The Manager Experience enforces a concept of a user hierarchy, where you can define the relationship between managers and the users they oversee instead of having to use the department hierarchy for user management.
- The Manager Role will define the scope of access available to a Manager in the Manager Experience so that Admins can provide an appropriate level of access to each Manager.
- Managers will be able to access an overview of enrollment data for their team, along with user-specific training results which can be filtered to display the most relevant scope of data.
- Managers who are also Admins can access the Manager Experience through the Admin Experience. Non-Admin Managers can access the Manager Experience directly, this article outlines login options in more detail.
Overview Dashboard
The Overview Dashboard enables Managers to get a quick snapshot of their team’s enrollments and enables them to use each widget as a filter to drill down into the Learners View and focus on the data that’s most relevant to them.
Note: The Overview Dashboard only displays data for a Manager’s Direct Reports
Overview Dashboard Data
The following information is available on the Overview Dashboard:
1. Company Logo
2. Navigation Menu
- Overview
-
- This will be highlighted to indicate the Manager is viewing the Overview Dashboard currently
- Learners
- This will navigate the Manager to the Learners View with the Enrolled Status filter applied
3. Main Menu
- Log Off
- This can be used to log out of the Manager Experience
4. Status Widgets
- For each widget, a count of enrollments is displayed along with a visual circular progress bar which indicates the proportion of a given status relative to total enrollments
- The counts only reflect enrollments for the Manager's Direct Reports
- The counts only reflect Active enrollments
- Each widget can be used to navigate to the Learners View and automatically apply the selected widget as a Status or Priority filter.
- Status:
- Failed
- Absent
- In progress
- Complete
- Enrolled
- Pending Approval
- Not Started
- Not Complete
- Priority:
- Expired
- Overdue
- Expiring in 14 Days
- Due in 14 Days
Learners View
The Learners View of the Manager Experience provides Managers with a streamlined overview of their Direct Reports' learning results.
The following results are available for each Learner:
- Course Enrollments
- Certificates
- Competencies
Managers can use three different types of filters to narrow down the content presented in the Learners View:
- Courses
- Status
- Priority
Note: Managers can also view the Direct Reports for one of their own Direct Reports to see results for their extended team.
Direct Report Results
The following information is available for each Direct Report presented in the Manager Experience:
- Learner Full Name
- Department
- Profile Picture
Data for the following aspects of training results is available in the Manager Experience:
- Course Enrollments
- Certificates
- Competencies
Note: When a Curriculum is presented in the Manager Experience, the individual Courses which make up the Curriculum are also displayed so long as the Learner has an Enrollment in them
The following information is available for each type of record:
Course Enrollments
- Course Name
- Course Thumbnail
- Course Type:
- Online Course
- Instructor-Led Course
- Session Name
- Curricula
- Relevant Date:
- Completed Date
- Enrolled Date
- Last Modified
- Session Date
- Status:
- Enrollment Status
- Priority Statuses
- Completion Progress Percentage:
- This is not displayed for Instructor-Led Courses
Certificates
- Course Name
- Date Award
- Date Expires
Competencies
- Competency Name
- Competency Level
- Date Awarded
Filtering
By default, the Learners View of the Manager Experience will display all Enrollments, Certificates, and Competencies for the Manager’s Direct Reports.
- If any filters are applied, the scope of data presented in the Manager Experience will be reduced to align with the filters applied
- When filters are applied, only Learners with data aligned with those filters will be presented
- None of the filters impact the count of Direct Reports presented for each Learner
Filter Logic
OR logic applies between multiple selections within a given filter type
AND logic applies between selections from different filter types
Only the following is presented in the Learners View of the Manager Experience:
- Active Enrollments
- Earned certificates
- Awarded Competencies
Note: The Filters sidebar can be clasped and expanded.
Courses
The Course filter can be used to select Courses or Curricula. When a Course is selected, it will be displayed in the left-hand sidebar to indicate that it is applied as a filter.
- When this filter is used, only Enrollments, Certificates, and Competencies associated with those courses will be displayed
- This filter can be used in combination with the Status and Priority filters to further narrow down the scope of data presented in the Learners View
- The Courses available for selection align with the Courses for which a Manager’s Direct Reports have an active enrollment
- At most 15 Course filters can be applied simultaneously
Note: If no Course filters are applied, then data will be presented for all Courses which align with any applied Status or Priority filters.
Status or Priority filters
Status
The Status filter can be used to select from the list of Statuses. When a Status is selected, it will be highlighted in the left-hand sidebar to indicate that it has been applied as a filter.
- When this filter is used, only Enrollments aligned with those Statuses will be presented
- This filter can be used in combination with the Courses and Priority filters to further narrow down the scope of data presented in the Learners View
- If any Status filters are selected aside from Enrolled, and the Enrolled status filter is selected, all the other Status filters will be de-selected
Priority
The Priority filter can be used to select from a list of states associated with enrollments that correspond to Course access and Course completion expectations. When a Priority Status is selected, it will be highlighted in the left-hand sidebar to indicate that it has been applied as a filter.
- When this filter is used, only Enrollments aligned with the Priority Statuses selected will be presented
- This filter can be used in combination with the Courses and Status filters to further narrow down the scope of data presented in the Learners View
Indirect Reports
If a Manager has the Indirect Reports - View permission enabled, then if one of the Learners displayed in the Manager Experience is also a Manager, the number of Direct Reports they oversee will appear next to their name.
Important FYI
- The Direct Reports count can be selected to view this manager’s Direct Reports
- The banner in the Manager Experience will now display the Name of the Manager whose Direct Reports are being viewed
- Breadcrumbs will be displayed to indicate the hierarchy being displayed as well
- If the new set of Direct Reports are Managers, the count of their Direct Reports will be displayed next to their name.
- Managers can continue to drill down to see results for their full extended team