learner and manager roles module 2 1. slms primary administrator training learner tasks 2

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Learner and Manager Roles Module 2 1

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Page 1: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

Learner and Manager RolesModule 2

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Page 2: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Primary Administrator Training

Learner Tasks

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Page 3: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS HomeSLMS Home

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Page 4: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Catalog SearchSLMS Catalog Search

From the menu pagelet on the home page, select SearchCatalog.

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Page 5: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Catalog Basic SearchSLMS Catalog Basic Search

Note the search categories: Activities, Catalog Items, Programs, and All.

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Page 6: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Catalog Advanced SearchSLMS Catalog Advanced Search

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Page 7: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Browse CatalogSLMS Browse Catalog

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Page 8: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Browse CatalogSLMS Browse Catalog

The catalog is organized bycategory. Click on the General Workplace SkillsCategory.

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Page 9: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Browse CatalogSLMS Browse Catalog

After you click the General Workplace Skills link, another page will display the list of related subcategories as well as any Catalog Items associated to General Workplace Skills.

You can scroll down the page to review them.

Click the Communications link in the Related Categories section.

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Page 10: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Browse CatalogSLMS Browse Catalog

Click the MBTI Leadership Program (n_GWS-ILT-008) link in the Catalog Items section.

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Page 11: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Browse CatalogSLMS Browse Catalog

Some Catalog Items may not have any current Activities scheduled. In this case, the system will tell you that no Activities are available for the selected Catalog Item.

To return, click the Browse Catalog link.

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Page 12: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Catalog SearchSLMS Catalog Search

From the menu pagelet on the home page, select SearchCatalog.

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Page 13: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Catalog Basic SearchSLMS Catalog Basic Search

From this page, you can search the Catalog by Activity, Catalog Item, Program, or all three.

Click in the Search the Catalog field.

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Page 14: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Catalog SearchSLMS Catalog Search

Enter “Ethics” into the search text box and click on the Search Activities button. The search function will returnall the activities avail-able to you with the word “Ethics" in the title or the description. In addition, the searched word can be linked to a catalog item as a keyword, even though it is not in the title or description.

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Page 15: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enroll in ActivitySLMS Enroll in Activity

From the search results page, click on the Enroll link for the Ethics Overview.

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Page 16: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enroll in ActivitySLMS Enroll in Activity

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Page 17: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enroll in ActivitySLMS Enroll in ActivityOn the Enroll in Activity page, review information and clickon the Submit Enrollment button.

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Page 18: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enroll in ActivitySLMS Enroll in Activity

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Page 19: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enroll in ActivitySLMS Enroll in Activity

If no approval is required, you will receive a message telling you that you have successfully enrolled in the Activity.

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Page 20: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Search for ProgramsSLMS Search for Programs

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Page 21: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Search for ProgramsSLMS Search for Programs

Click the Programs search category.

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Page 22: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Search for ProgramsSLMS Search for Programs

Leave the search field blank and click the Search Programs button to bring up a list of all available Programs.

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Page 23: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Search for ProgramsSLMS Search for Programs

If there are Programs available for registration, they will appear on this page. You will be able to click on a Register link for that Program.

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Page 24: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS All LearningSLMS All Learning

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Page 25: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS All LearningSLMS All Learning

The All Learning page shows all of your learning activities.

From here, you can view details about the Activity/Program or drop the Activity/Program.

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Page 26: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Drop ActivitySLMS Drop Activity

Click the Drop button for the Activity or Program you wish to drop.

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Page 27: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Drop ActivitySLMS Drop Activity

A new page will appear, asking if you are sure you want to drop the Activity or Program.

Click the Drop button to finalize.

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Page 28: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Drop ActivitySLMS Drop Activity

After clicking the Drop button, you will receive confirmation that you have successfully dropped the Activity or Program.

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Page 29: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

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Page 30: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Click the Type drop-down list.

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Page 31: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Choose which Supplemental Learning type you want to add.

Click the Conference/ Forum list item.

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Page 32: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Click the Continue button.

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Page 33: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

This page allows you to enter the details for the Supplemental Learning you are adding.

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Page 34: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Notice the Status drop-down list. The asterisk (*) indicatesa required field.

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Page 35: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Complete this information and besure to click the Save button.

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Page 36: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

After clicking the Save button, you will be notified that you have successfully added your Supplemental Learning.

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Page 37: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

The supplemental learning event you entered now showsup in All Learning with a status of Pending Approval.

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Page 38: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

From the SLMShome page, click on Main Menu, then Self Service, Learning, andLearning Plans.

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Page 39: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

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Page 40: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Click the Details link for the Learning Plan you want to manage.

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Page 41: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning PlansThe Learning Plan Details page will appear.

From this page you can view details of the items in your plan (if any) or you can add new learning to your plan, to be completed in the future.

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Page 42: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Click the Add New Learning to Plan link.

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Page 43: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Search the catalog for the activity you want to add to your learning plan. Enter the desired information into the Search the Catalog field, and click the Search Activities button.

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Page 44: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Click the Add To Plan link next to the activity you want to add.

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Page 45: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Click the OK button.

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Page 46: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

You can now see the activity you want has been added to your Learning Plan.

Click the Add New Learning to Plan link to continue.

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Page 47: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Click the Medium list item to change the priority for this item on your learning plan.

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Page 48: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Learning PlansSLMS Learning Plans

Click the Save button to finalize the changes to your learning plan.

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Page 49: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Primary Administrator Training

Manager Tasks

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Page 50: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

From the Main Menu, navigate to Team Learning and click on the Team Members menu.

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Page 51: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

The Team Members page provides a list of all your direct reports. Click on a team member’s name for profile information.

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Page 52: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

Click the Return to Previous Page link.

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Page 53: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

Items pending manager approval will be listed in the Pending Approvals section.

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Page 54: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

To take action on a pending approval, select the team member and click the Approve or Deny button.

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Page 55: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

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Page 56: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

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Page 57: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

On the Team Members page a manager can take an action for several team members at one time.

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Page 58: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

Use the Select All link to select all the learners listed.

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Page 59: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team MembersSLMS Team Members

Clicking on a checkbox will deselect a learner. Select the desired action from the drop-down list and click Go.

We will not enroll the learners in this example.

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Page 60: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

On the Team Learning page, managers can view a list of learning activities that their team members are enrolled in and programs for which they are registered.

From the Main Menu, navigate to Team Learning and click on the Team Learning menu.

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Page 61: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

Managers can also enroll and drop team members from learning activities and programs, or modify supplemental learning requests.

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Page 62: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

The Search Filter can be used to filter the display on the page.

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Page 63: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

To enroll a direct report in an activity from the Team Learning page…

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Page 64: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

click on the Enroll button to the right of the learner’s name and the activity information.

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Page 65: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

Similarly, to drop a learner from an activity, select the Drop button.

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Page 66: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

SLMS provides an opportunity for you to change your mind.

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Page 67: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

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Page 68: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning Plans

From the Main Menu, navigate to Team Learning and click on the Team Learning Plans menu.

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Page 69: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning Plans

Notice that each team member automatically has a learning plan assigned called My Learning Plan. Neither you nor the team member can delete the default learning plan.

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Page 70: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning Plans

To view a particular learning plan for a team member, click on the name of the plan.

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Page 71: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning Plans

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Page 72: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning PlansFollowing the same steps an individual learner would follow to add learning to a learning plan, click on the Add New Learning to Plan link.

You will be guided to search the catalog to find programs, catalog items or activities to add to your team member’s plan.

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Page 73: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning Plans

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Page 74: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team Learning PlansSLMS Team Learning Plans

Don’t forget to click the Save button.

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Page 75: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enrolling Team MembersSLMS Enrolling Team Members

To search for and enroll team members in learning activities, catalog items, or programs, navigate to Team Learning and click on the Search Catalog menu.

You can also browse the catalog to find learning for team members.

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Page 76: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enrolling Team MembersSLMS Enrolling Team Members

The search results are similar to the results an individual learner would see.

Select the Enroll link for Basic Math Skills 101 (BMS-101).

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Page 77: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enrolling Team MembersSLMS Enrolling Team Members

Select the Enroll button next to the desired activity.

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Page 78: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Enrolling Team MembersSLMS Enrolling Team Members

The next screen will require you to select one or more team members to enroll in the selected activity.

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Page 79: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Team LearningSLMS Team Learning

From the Main Menu, navigate to Team Learning and click on the Supplemental Learning menu.

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Page 80: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

As a manager you can add supplemental learning to a team member’s transcript. Select the team member from the Team Members list.

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Page 81: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Follow the steps you would follow as a learner.

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Page 82: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

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Page 83: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

To approve supplemental learning for a team member, return to the Team Learning page.

Dolores has a submitted a supplemental learning request. Click on the Modify button.

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Page 84: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Review the request.

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Page 85: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Scrolling down the screen, click on the Approve or Deny buttons.

We will approve Dolores’ request.

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Page 86: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Returning to the Team Learning page, we can see the status of the request has been updated.

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Page 87: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Guidelines for Approval

• All supplemental learning must be approved by the learner’s manager.

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Page 88: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Guidelines for Approval

Consider –

• How your agency currently manages employee training• If your agency wants employees to enter their own supplemental training

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Page 89: Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2

SLMS Supplemental LearningSLMS Supplemental Learning

Guidelines for Approval

• It is important that your agency develop policies concerning what type of training is acceptable to add to the learners transcript.

• Ensure that your process for entering supplemental learning results in accurate recording of the learning.

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