Team Managers

A Team Manager is someone who oversees a group of learners and can monitor their learning progress. This article explains what a Team Manager is and what they can do in 5Mins.

What Is a Team Manager?

A person becomes a Team Manager when one or more learners are assigned to them as direct reports. Direct reports are set through the Reports To field when inviting or editing a person, or by using Change Manager from the person's three-dot menu in Admin → People (or from a team's members table).

Managers can only see reporting data for the people assigned to them. They do not automatically see everyone in their team or company.

What a Team Manager Can Do

Team Managers get access to My Team in the learner app, where they can review learning across their direct reports. The header shows how many active users report to them. My Team opens on the Course Progress tab, and the team dashboard sits on the Engagement tab next to it.

Course Progress tab

Course Progress is the team course tracker. From here, a manager can:

• See the share of their team's courses that are Completed, In progress, At risk!, or Overdue
• Switch between All Courses and Compliance Only
• Search for learners by name or email
• Choose Direct reports or My organisation (which includes indirect reports from each manager under them), and filter by manager when viewing their organisation
• See each learner's overdue courses, assigned courses, and overall progress
• Send a reminder to one learner, or select several learners and send reminders in bulk

Engagement tab

The Engagement tab shows:

• Performance across their direct reports
• Skills distribution
• Shared resources insights
• A team leaderboard, if leaderboards are turned on for your organisation

On this tab, managers can filter by All Direct Reports or an individual person, and by a Last 6 Months or Last 12 Months timeframe.

Individual learner reports

Select a learner's name in the course tracker to open their individual report, including certificates, course progress, engagement, and skills.

Content and Courses

Team Managers also have access to the Knowledge Hub in the learner app, where they can create and manage courses and lessons and enrol people across the account - broader content capabilities than a Subject Expert, who manages only their own content.

Related

To assign managers and direct reports, see Set Up Managers and Direct Reports. For an overview of all roles, see Admins, Managers, and Subject Experts.