Manager - What reports can I see

As a Manager you are able to see a range on information about your staff.

The first stage is to ensure that staff in your area have selected you as their manager in their healthLearn profile. There are two ways to do this - more information can be found in the "How do I add my Manager" section of the Help Files.


In your Team tab (in the main menu).

 Once a staff member has selected you as their manager, you will see their information in your "Team" tab, which will be shown on the main menu at the top of the site. Each staff member will have information that you will be able to view. The initial information that you can see for all staff who report to you is a summary table of learning being undertaken - or completed. For more information you can select your staff member and view the following;


  1. Profile. You will be able to click on the staff members name and view their profile
  2. Record of Learning. This report enables you to see the learning that your staff member has undertaken, and the status of the learning - Not started, in progress and completed. You can filter this further by using the display settings to show only, in progress, completed and completed via RPL (recognition of prior learning)
  3. Bookings. You can see what sessions your staff member has attended (face to face session) and what sessions they have upcoming
  4. Learning Plan. You can view a staff members learning plan(s). As a manager you have the ability to enroll your staff member into a course, programme or certification through their learning plan.


On your Manager dashboard

there is a table which shows a list of any staff members awaiting course approval - or on a waitlist for a course. To see staff in this report - they must have selected you as their manager. You will also still see their approval requests in your "Tasks" box - located on your dashboard on the left side - and under the Team tab on your main menu.


In your Reports tab 

(in the main menu), there are additional reports that you can access for the staff who have assigned you as their manager.

  1. Staff training record and course completion report. This report enables you to search for information around course completion status by staff member name or course name
  2. Staff programme completion report. This report enables you to search for information around programme (pre-set collection of courses) completion status by staff member name or programme name
  3. Staff certification completion report. This report enables you to search for information around certification (a repeating course, or set of courses) completion status by staff member name or certification name
  4. Staff face to face session status. This report enables you to view and search for upcoming face to face (seminars) status and information. (i.e. approved, awaiting approval, wait-listed, cancelled etc)
  5. Seminar Sessions Summary. This report allows you to search for any workshop (seminar) session, and allows you to see the following; Presenter, Start and finish date/time, Room Location, Course the workshop is in, name of the workshop, number of attendees, places still available and a booking status. The filters are very helpful with this.
  6. Course Library Catalogue Search. This report allows you to search through every course in the system, and includes the following information; Course name, Course Category, Course Code, Course Summary (From the directory listing) and Professional Development Hours. The filters are also quite helpful when searching for information.

Click here to view the Manager 'Cheat Sheet'

 

» HELP Topics for those new to healthLearn