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Note

You can also keep track of your reportees' learning plan progress using the Team Progress dashboard, in the My learning plans screen.

This dashboard allows you to:

  • Monitor progress made by reportees on learning plans they have been assigned, including recurrent learning plans, assigned for compliance purposes

  • See when reportees have completed assigned learning plans, are currently in progress, have missed deadlines, or have deadlines fast approaching

  • Send reminder notifications to reportees, for example, when a learning plan is overdue

The Learning plan progress widget shows you how much progress your reportees have made for learning plans they are assigned to. You can select a particular learning plan to see which reportees are assigned and how much progress each one has made. 

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  • Default homepage: Homepage viewable to users who do not have access to an audience-specific homepageAudience Specific Homepage: Homepage specific to certain roles, such as Sales and new starters

  • Default Manager Dashboard: Dashboard viewable Used to configure the default layout for the Manager/Reportee screen, viewable to all managers who do not have access to a manager-specific dashboard

    Manager Specific Dashboard: Used to configure a manager-specific layout for the Manager/Reportee screen, based on custom profile fields.

  • Manager Specific Dashboard: Dashboard specific to managers in specific audiences, such as IT, Sales, or Marketing

This section includes the following:

Table of Contents

Filtering the Learning plan progress widget

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To sort the list of reportees: 

  1. Click the Sort users icon.

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    The Sort users dropdown appears.

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  2. Select the desired option. 

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    The list of is sorted based on selected option. 

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The following sorting options are available from the dropdown: 

Option

Description

A-Z 


Displays the list of reportees in alphabetical order from A-Z.

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A-Z is always selected by default when viewing this widget. If you select a different filter option and refresh the web page, A-Z will be reselected automatically. 

Z-A

Displays the list of reportees in reverse alphabetical order from Z-A.

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Least Progression 

Sorts the list of reportees by progression, with reportees who have made the least progress at the top of the list.

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Most Progression 

Sorts the list of reportees by progression, with reportees who have made the most progress at the top of the list. 

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Configuring the Learning plan progress widget

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To configure the Learning plan progress widget: 

  1. In the Admin Panel, click Design Studio.
    Design Studio opens. 

  2. Click one of the following tabs:

    • Default homepage: Homepage viewable to users who do not have access to an audience-specific homepage

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Audience Specific HomepageHomepage specific to certain roles, such as Sales and new starters

    • Default Manager Dashboard:

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    • Used to configure the default layout for the Manager/Reportee screen, viewable to all managers who do not have access to a manager-specific dashboard

    • Manager Specific Dashboard: Used to configure a manager-specific layout for the Manager/Reportee screen, based on custom profile fields.

    • Manager Specific Dashboard: Dashboard specific to managers in specific audiences, such as IT, Sales, or MarketingImage Modified

  1. If you have clicked the Audience Specific Homepage or Manager Specific Dashboard tabs:

    1. From the Edit Layout for dropdown, select a layout. 
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    2. Select either the default or custom layout. 
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  2. On the Widgets menu, select Learning plan progress.

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     The Learning plan progress widget appears on the layout grid. 

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  2. [Optional] In the Widget title field, enter a custom title that will be displayed on the widget.
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  3. [Optional] Click and drag the widget to a new position on the layout grid. 

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    Other widgets on the layout grid adjust their positions accordingly.

  2. [Optional] Click and drag the square in the bottom-right corner to resize the widget.

    Other widgets on the layout grid adjust their positions accordingly. 

  3. Click Publish

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To remove the widget from the layout grid, click the delete button. 

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