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Managers


If you are a manager in SLMS, from one central location you can approve training, view training history and certifications, and create learning plans for employees who directly report to you. In SLMS as a manager you can:

Approve training

  1. From the home page, go to Main Menu>Manager Self Service>Team Members.
  2. On your Team Members page you will see a list of all Pending Approvals for your employees.
  3. Click the check box next to the employee and the course that is pending approval and then click on the Enroll button or the Deny button located at the bottom of the Pending Approval list to approve or deny the enrollment.

Approve training from email message

  1. Click on the link in your email.
  2. Login using your user name and password.
  3. After logging in, you will be taken to the Team Members page where you will be able to click the check box for the training you need to approve and click on the Approve or Deny button.

Enroll team members

  1. From the home page, go to Main Menu>Manager Self Service>Team Members.
  2. Click the check box next to the team member or members you would like to enroll.
  3. In the Group Actions box at the bottom of the page, select Enroll and click the Go button.
  4. The Find Learning page appears where you can search for the courses you would like to enroll your team members. 
  5. Search by entering the name of the course or use a keyword in the search box, or use the filters to refine your search.
  6. Once you have found the course, click on the Enroll Now button. (If there is no Enroll Now button then the class has not been scheduled).
  7. The Course Details page will appear where you will click the Submit Enrollment button.
  8. An Enrollment Confirmation page will appear to say your team member has successfully been enrolled.

Drop team members

  1. From the home page, go to Main Menu>Manager Self Service>Team Learning.
  2. From the Team Learning page you can drop your team members from a course by clicking on the Drop button in the action column.
  3. The Drop Class page appears. Click the Drop button on the Drop Class page to drop the learner from the class.
  4. The Drop Class Confirmation page appears. Review the learners’ enrollment status on this page.
  5. Click the Return to Previous Page link on the Drop Class-Drop confirmation page.
  6. The Team Learning page appears. Review the learners’ enrollment status on the Team Learning page.

Register team members to a curriculum or certification program

  1. From the home page, go to Main Menu> Manager Self-Service> Team Learning> Team Members.
  2. The Team Members page appears.
  3. On the Team Members page, select the learners that you want to enroll in a curriculum or certification program from the list of direct reports in the Team Members group box.
  4. Select Register in the Group Actions field at the bottom of the page and click the Go button.
  5. The Find Learning page appears.
  6. Click the Advanced Search link on the Find Learning page.
  7. The Find Learning - Advanced Search page appears.
  8. On the Find Learning - Advanced Search page, enter Curriculum or Certification in the Type field and click the Search button.
  9. Review the search results and click the Register link for the desired curriculum or certification program.
  10. The Register for Curriculum or Certification page appears.
  11. Click the Submit Registration button on the Register for Curriculum or Certification page to register the selected learners for the program.
  12. The Register for Curriculum or Register for Certification page appears. Review the registration status of the selected learners on this page.

Drop team members from a curriculum or certification program

  1. From the home page, go to Main Menu> Manager Self-Service> Team Learning> Team Learning.
  2. The Team Learning page appears.
  3. On the Team Learning page, click the Drop button next to the curriculum program and learner you want to drop.
  4. The Drop Curriculum page appears.
  5. Click the Drop button on the Drop Curriculum page to drop the learner from the program.
  6. The Drop Confirmation page appears. Review the learner's registration status on this page.

Approve Supplemental Learning

  1. From the home page, go to Main Menu>Manager Self Service>Team Members.
  2. On your Team Members page you will see a list of all Pending Approvals for your employees including approvals for supplemental learning.
  3. Click the check box next to the employee and the supplemental learning that is pending approval and then click on the Enroll button or the Deny button located at the bottom of the Pending Approval list to approve or deny the supplemental learning.

Add Supplemental Learning

  1. From the home page, go to Main Menu> Manager Self-Service> Team Learning> Supplemental Learning.
  2. The Add Supplemental Learning page appears. Click the Add button next to the learner for whom you want to create supplemental learning.
  3. The Supplemental Learning page appears. Select the type of supplemental learning (for example, equivalent experience, external learning, or on-the-job training) that you want the learner to receive credit for, and click the Add Supplemental Learning button.
  4. A second Add Supplemental Learning page appears on which you can enter detailed information about the supplemental learning.
  5. Enter the requested information and select one of the following statuses: In Progress, Planned, or Submit for Approval.
  6. If applicable, click the Add Program button or Add Class button to define the program or class that you want the learner to receive credit for with the supplemental learning. The program or course must be defined as being able to accept equivalent credit.
  7. The Find Learning page appears. Enter any additional search criteria to help find the program or class that you want to receive credit for and click Search.
  8. Click the Select button for the program or class that you want to receive credit for.
  9. The Add Supplemental Learning page appears.
  1. Click the Save button on the Supplemental Learning page.

Create Learning Plans

  1. From the home page, go to Main Menu>Manager Self Service>Team Learning Plans.
  2. The Team Learning Plans - Current Learning Plans page appears. Click the Update Learning Plans button.
  3. The Team Learning Plans page appears. Select the check box next to learners for whom you want to create a new learning plan.
  4. Click the Create New Learning Plan button.
  5. The Add Learning Plan to Learner group box appears. Click the Create button. Enter a title for the new learning plan and click the OK button.
  6. The Team Learning Plans page appears. Click Save on the Team Learning Plans page.
  7. You can add learning to the learning plan by clicking the Add New Learning to Plan button. (See below).

Add to existing learning plans

  1. From the home page, go to Main Menu>Manager Self Service>Team Learning Plans.
  2. The Team Learning Plans - Current Learning Plans page appears. Click the Update Learning Plans link.
  3. The Team Learning Plans page appears. Select the check box next to learner whose learning plan you want to update. Click the Add New Learning to Plan button.
  4. The Find Learning page appears. Click the Search Classes button.
  5. The Find Learning page appears with a list of courses and classes. 
  6. Search for the learning you would like to add. Click the Select button next to the course or class that you want to add.
  7. The Select Learning Plans page appears. Select the check box next to the learning plan to which you want to add the class. Click OK on the Select Learning Plans page.

View team learning

  1. From the home page, go to Main Menu>Manager Self Service>Team Learning >Team Learning
  2. The Team Learning page shows you the learning history for all your direct reports. You can use the Search Filter to select the type of learning you want to see and you can select which team members learning you want to view.

View certification status

  1. From the home page, go to Main Menu>Manager Self Service>Team Learning >Certification Status
  2. The Certification Status page appears. You can use the Search Filter to select the type of certification you want to view, certified, expired, or warning and you can select which team members’ certification you want to view.

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