The My Team overview gives managers one place to follow team progress, spot who needs support, and take action without jumping between different pages.
It is useful to get a quick overview of deadlines, actions, certifications, skills, and learning progress across your team.
📣 It's possible to switch between a whole team, a sub-team, or one specific team member to focus on the information that matters right now.
Good to know💭 This feature is for managers who have access to My Team in their permission type.
I know what you are thinking. Does this mean that managers do not necessarily need access to the admin page? Yes! They can find what they need just in the user view alone.
Widget overview
They start by opening My Team from the user view. By default, they start with the full team overview, but they can switch to a sub-team on the drop down menu, or click a specific user if they want to narrow the view.
Now they are ready to dive into the different widgets🤘
Learning engagement
This widget provides information on when users in the team completed assigned content with a deadline. Helping managers measure accountability, deadline adherence, and how effectively teams prioritize mandatory learning. It's based on the past 90 day's progress. Here's how it's calculated:
Here's how it's calculated:
If it is completed, the platform checks whether it was completed before the deadline.
If it is not completed, the platform compares today against the deadline.
If today is still before the deadline, it counts as on time.
If today is after the deadline, it counts as late.
Then the platform calculates the percentage that is on time.
This means that completed and not-completed learning are both included, where completed items use the completion date; unfinished items use today’s date.
The widget will showcase a few different states depending on the calculation. Here's their definitions:
State | Definition |
Leading the way
| Your team has strong consistent engagement, completing learning on-time. |
Performing well
| Your team is building momentum by completing most learning on-time. Continue the great learning habits. |
Room for improvement
| Your team is not completing learning consistently on time - stronger follow-up can help improve engagement. |
Needs attention
| Your team has low engagement - dedicate time for learning to improve on-time completion. |
Learning efficiency
This widget provides information on when users in the team completes assigned content without a deadline. This metric is important as it says something about user engagement, content relevance, and how well learning fits into daily work. It's based on the past 90 day's progress.
Here's how it's calculated:
If the person has completed the content, the time from when it became available until when they completed it is counted.
If the person has not completed it, the time from when it became available until today is counted.
Then an average across all those items is calculated.
This means that if someone has 3 items assigned and none are completed, the widget will still show a number based on how many days those items have been open.
Again, the widget will showcase a few different states depending on the calculation. Here's their definitions:
State | Definition |
Leading the way
| Your team consistently completes at a strong pace, contributing to smooth operations and strong learning efficiency. |
Performing well
| Your team completes learning at a good pace - continue encouraging you team to keep up learning efficiency. |
Room for improvement
| Your team to completes learning at a slower pace. Support your team by creating space for learning to improve efficiency. |
Needs attention
| Your team is completing learning at a slow pace. Encouraging your team to complete learning sooner can help improve learning efficiency. |
Actions
Use the Actions widget to see what needs attention now, then open the full list to filter by action type or member and sort by urgency or date.
Deadlines
Use the Deadlines widget to spot overdue and upcoming deadlines quickly. From here, they can also send them a kind reminder by clicking Send reminder to all or clicking the ✉️ to send to one specific user. the colors helps managers scan risk quickly: red for missed deadlines, orange for items due within 3 days, yellow for items due within 7 days, and blue for items due within 14 days.
Certifications
If you have Certifications enabled, managers can use this feature to review certificate status by employee and send reminders when needed.
Skills
If you have Skills enabled, managers can use this widget to review current status, current level, and target level for their team.
Quick tip💡 On the widgets where you see an '→' managers can dive deeper into the metrics and view more specific details.
My Team access
Now that you know the perks this gives the managers, the next step is to understand how to enable it for them.
Do the following:
Go to Platform Settings
Go to Organization → Permission type
Choose the Permission type you wish to enable it to
Find the setting called 'Management' (My team) and toggle the user permission on. Decide which options you need managers to have access to and give them a checkmark to enable them.
Remember to click save.
Once this is enabled, managers will see a tab on their user view called 'My Team', where they can find the information they need.
Who is in the team?
You have two ways of deciding who should be on each team: by direct reference or according to the hierarchy that you have already built in your organisational structure. The team can either be created through the integration (if the external system has the information, it can already be set up in the integration) or directly inside the platform on the user profile.
Direct management
By selecting 'Direct management' for the permission type, managers will only have access to users assigned to the team across the platform; the same applies on the admin side. This can be set up either via your integration or manually. Learn more about this in the recommendations.
To assign managers, you do the following:
Navigate to Manage -> Users
Choose a user who needs to be added to a manager's team
In the profile settings, you scroll down to find the 'Managers' tab
Click this to choose between managers, and click the manager you need
Department hierarchy
If you choose 'Department hierarchy', managers will get access to users based on the department hierarchy as we know it today
If your manager has more than one permission type where the User access differs, the direct management will be the one used for the manager.
Recommendations
Before adding the feature to managers, we advise that you familiarise yourself with our recommendations and consider how you wish it to be used.
📣 It is highly advised that you set up your integration before you start changing anything manually. The reasons for this are:
In some systems, you already have a field for the managers, and it will then happen automatically.
The integration will overwrite the manual changes you made.
Thoughts you can ask yourself before getting started:
Do we have an integration?
Do any managers lead more than one team?
Do we have any other circumstances that would make it so that the hierarchy will not work?
Should managers be able to see the admin view ever, or will My Team be sufficient?
The answers to all these questions will help you determine what user access you need, when to start setting it up, and how to inform your managers. Once these are secure, you can get started.
If your managers already have access to some parts of the admin dashboard, you can go to their permission type and disable all admin permissions to eliminate this.
Good to know
If a manager is viewing another manager's team through the team switcher, some pages may be visible in read-only mode, and actions may not be available.
What managers can see and do depends on their access settings in their permission type.
Quick tip💡Want to keep managers in the loop? Use Action Summary to set up email notifications that remind them when action is needed on OJT or Written Answers.