4.4. Reporting Manager

• The reporting manager is an administrator who enjoys the access rights. The reporting manager has the right to approve or reject request to the training programs or online resources of its reportees, view team details, track completion status of the team, manage approvals and escalations.
• The Team tab is available only to the reporting manager. It is not mandatory for the users to have the reporting manager. The reporting manager can play the role of an administrator or trainer simultaneously.

To access reporting manger account:

On the main menu > click Team.

This module is divided into following sub-modules:

1. My Users
2. Pending Action Plan Task Creation
3. Pending Action Plan Task Review
4. Needbased Training Approval
5. Library Approval
6. Pre-work Approval
7. Resource Request Approval
8. Renew Program Approval
9. Assessment Request Approval
10. External Qualification Measures Approval
11. Supervisor Evaluation Feedback

4.4.1. My Users

• The My Users tab display reporting manager’s team, i.e. the number of reportees reporting to a particular reporting manager.
• If the business unit has a child business unit, then the users under the child business unit are also displayed which helps reporting manager to keep track on the number of reportees.

To access my users:

Click Team > My Users. The following Business Units Users screen appears displaying parent and child business unit users under each business unit.

4.4.1.1. User Consolidated Report and Details

• The consolidated report generates individual reportees report for both e-learning courses and the classroom trainings.
• It displays details such as name, status, type of resources, location details, score of classroom training and e-learning courses, etc.

To display consolidated report:

Click Report. The following user’s Consolidated Report screen appears displaying reportees report on the e-learning courses and the classroom trainings.

To view details:

Click Details. The Details screen appears displaying details on User name, First name, Last name, Email, Mobile and Business Unit.

4.4.1.2. Individual Team Reportee’s Visual Report, Consolidated Progress Report and Training Cost Report

• Individual team reportee’s visual report:

  • The individual team reportees visual report displays a graphical user interface (GUI) report of the particular team reportee.

  • To access:

    Click Report > Visual Report. The Visual Progress Chart screen appears displaying the particular team reportees login report, feedback report, e-learning & classroom report activities.

• Individual team reportee’s consolidated report:

  • The individual team reportees consolidated progress report displays combined report of all the reportees reporting to particular reporting manager.

  • To access:

    Click Consolidated Progress Report. The OverAll User Progress Status screen appears displaying login report, feedback report, e-learning & classroom reports of all the reportees reporting to a particular reporting manager.

• Individual team reportee’s training cost report:

  • The team reportees training cost report displays individual reportees total instance cost details for the attended and not attended classroom training.

  • To access:

    Click Report > Training Cost. The Training Cost Details of Individual User screen appears displaying training instance cost details such as training name, location, present and absent costs.

4.4.1.3. TNI Report of Reportees

• This generates detailed report on the training need indentification (TNI) published to all the reportess under particular reporting manager.

• To access:

  Click Team > Report > TNI Report.

  

• Refer TNI Report under TNI for more details.

4.4.1.4. My Team’s Training Cost

• The team’s consolidated training cost report displays each instance’s total cost for the attended and not attended classrom trainings by the reportees’.
• This report can be filtered based on the Username, Start and End date.
• The report is exported to the Excel in .csv file format.

To access team’s training cost report:

* Click Report > My Team’s Training Cost. The following Consolidated Team Training Cost Details screen appears as shown below.

* Click Export to Excel to export the report to the .csv file.

4.4.2. Pending Action Plan Task Creation

• When the classroom training starts and attendance is taken by the administrator/ trainer, the action plan task is available for creation by the reporting manager under the Team > Pending Action Plan Task Creation tab.
• The reporting manager/supervisor creates action plan tasks for the completed classroom trainings.
• Multiple tasks can be created for a single action plan and the respective task count is displayed.

Note

The reporting manager will receive mail notifications for the action plan task creation for the particular user.

• On user account, the user must provide response to the newly assigned action plan task.

Note

The reporting manager will receive mail notifications on the completed user completed action plan task.

To create action plan task:

o Click Team > Pending Action Plan Task Creation. The following Pending Action Plan Task Creation screen appears as shown below.

o Click New Task to create new task for the action plan. The following Create Task screen appears as below.

o Fill-in the relevant details and click Submit.

Note

The user will receive a mail notifications on the newly added action plan task.

To view action plan task details:

* Click Task Details displays information on the action plan task.

4.4.3. Pending Action Plan Task Review

• The reporting manager reviews the action plan task response sent by the user.

• The review process is done in 2 iterations:

  o Appraised: When the status is appraised, it signify end of the review.

  o Needs Improvment: When the status is needs improvement, it signify one more review attempt to be completed.

To access:

o Click Team > Pending Action Plan Task Review. The following Pending Action Plan Task Review screen appears as below.

o Click Review. The following Action Plan Details screen appears as shown below.

4.4.4. Supervisor Evaluation Feedback

• The supervisor/ reporting manager must give evaluation feedback to the users for the particular classroom training.
• The supervisor evaluation feedback is available to the supervisor/ reporting manager only if the evaluation feedback form is attached to the classroom training.
• The supervisor evaluation feedback settings is set at the tenant level.
• Based on the tenant set value the evaluation feedback is displayed to the supervisor.
• The evaluation feedback is given only once per user for the particular training instances.

To access:

* Click Team > Supervisor Evaluation Feedback. The following Supervisor Evaluation Feedback screen appears.

* Click Give Feedback to provide the feedback.

To view feedback given:

* Click Feedback Given. The following Feedback Given screen appears listing all the supervisor evaluation feedbacks given by the supervisor/ reporting manager.

* Click View Feedback to see the feedbacks given by the supervisor/ reporting manager to user for the particular training.

Note

The feedbacks can be filtered based on the Start & End date, Training name and User name.