Overview

1. Managers can track their direct reports’ learning progress, enroll them in courses, and send them messages. If enabled, managers can also add and remove goals for their direct reports.
2. Managers can view profiles and communicate with learners/students and managers in their organization.
   
3. Managers can generate reports for their direct reports and learners/students in their organization.
   

It's important to note that managers cannot create courses or update courses.

Adding direct reports

1. Click Admin from the primary navigation menu.
   
2. Click Policies from the fly-out menu.
   
3. Click the Managers tab.
   
4. Click the Allow managers to have direct reports checkbox.
   

Please note that if you enable the direct reports for managers feature, managers will only have reporting access for their direct reports. 

1. Click Users from the primary navigation menu.
   
2. Click Managers from the fly-out menu.
   
3. Select a Manager.
   
4. Click Direct Reports on the profile navigation menu.
   

1. To add direct reports: Click Add and select user(s) to add as direct reports.
   
2. To remove direct reports: Select one or more users and click Remove.

1. Click Admin from the primary navigation menu.
   
2. Click Import from the fly-out menu.
   
3. Click the Accounts tab.
   
4. Click Add file.
   
5. Upload a CSV file of users that includes a Manager LMS ID and/or Manager email column.
   
1. The file can include new and/or existing users.
6. Select the Column number for each Value included in the CSV file.
   
1. For example, if the Manager LMS ID is listed in the 4th column in the CSV file, select a 4 in the as the Column number for Manager LMS ID.
7. Complete the Options based on the upload type.
   
8. Click Continue.
   
9. You will receive a message that your import is being processed.
   

1. Click on the name of any of your direct reports to view their profile.
   
2. Click the Search  icon to locate a specific user.
   
3. Click on any value in the table to view additional details.
   
1. For example, click on the value in the Skills column to view a complete list of the user's skills.
   

If the Users widget does not display on the Home dashboard for managers, administrators can ad it by editing the home dashboard center panel. To learn more, visit the Home dashboard configuration article. 

1. Click your profile picture in the top menu.
   
2. Click Direct reports from the profile menu.
   

1. Hover over Users on the primary navigation menu.
   
2. Click My direct reports from the fly-out menu.
   

Managing courses for a direct report

As a manager, you can enroll or unenroll your direct reports in courses. To manage the courses for a direct report:

1. Access your direct report's profile.
   
2. Click the Enrolled tab.
   
3. To enroll the direct report in a course, click Enroll and select a course from the pop-up.
   
4. To unenroll the direct report from a course, select the course and click Unenroll.

Goal setting for a direct report

If enabled, you can also view and manage goals for your direct reports. Visit the Adding goals for learners section of the Skills development article to learn more. 

Viewing the learners and managers in your organization

To list the learners in your organization:

1. Click Users from the primary navigation menu.
   
2. Click Learners.
   

1. Click Users from the primary navigation menu.
   
2. Click Managers.
   

Reports

Managers can run reports about many aspects of the platform such as:

1. Course completions.
   
2. Course enrollments.
   
3. Course status.
   
4. And many more.
   

1. Hover over or click Reports from the primary navigation menu.
   
2. Click Catalog.
   

To run an existing report:

1. Click a report category.
2. Click Run next to the report.
   
3. Enter the parameters of the report:
   
1. Determine the course/class, organization, and output format.
   
2. Choose to save the report in the catalog.
3. Choose to run the report now, or schedule it for the future.
4. Enter an email address as a destination for the report.
   
4. Click Run.
   

1. Hover over or click Reports from the primary navigation menu.
   
2. Click Catalog.
3. Click + Custom report.
   
4. Enter a name and description for the report.
   
5. Choose the library for the report.
   
6. Select the type of report.
   
1. Report types include assessments, courses, badges and more.
   
7. Click Save.

Contacting administrators

To contact an administrator:

1. Hover over or click Users on the primary navigation menu.
   
2. Click Administrators.
   
3. Click an administrator's name.
   
4. Click Message.