Lost password

Login main title

Login main caption

1.

Click the User Menu in the upper left corner of the site.
200_hc_ac_001_01_user_menu.png

2.

Select My Team from the menu.
county_user_menu_myteams.png

3.

Click Filters to choose from various filtering options.
mt_filters_search_closed.png

4.

Search for the employee on your team by entering the Employee ID in the Search bar and clicking the magnifying glass   .
mt_filters_search_closed.png

5.

This area gives you number of employees with expired or overdue training certifications. Action may be needed to resolve.
mt_active_members_5.png

6.

There will be an individual card for each employee that is a direct report.
mt_main_page2__populated.png

7.

Each card will indicate any Expired Certifications or Overdue Courses. Click the words to retrieve information for the employee.
mt_ind_employee_card_expa.png

8.

Hover over the top of the employee card in line with the Employee name and 3 dots will appear to upper right on Employee Tile.
mt_3_dots_users.png

9.

Click the three (3) dots to access the Employee Management options.
mt_3_dots_users_9.png

10.

Select from the following options:
  • Send Email
    Send employee email direct from Learning Center through Outlook.
  • Enroll to Content
    Enroll the employee into a Course or Learning Plan.
    mt_menu_expanded.png
    If the training is for an in-person class, the employee must pick date and time to attend on the course page.
    The option to enroll will be available to the employee after the supervisor (you) has enrolled them in the course.

  • Remove from Team
    Remove the selected employee from your Team.
  • Use Summary Report
    Access employee transcript and activity information.
    mt_view_transcript_screen.png

11.

If a team member is a supervisor or manager, you may click theVIEW TEAM (x)link in the bottom right corner of that employee tile and you will be able to view the statistics for that supervisor/Manager's Team
mt_employee_view_team.png

NOTE:

The Employee Management options are different for supervisor/manager team members as they are not your direct team member.
  • Send Email
    Send employee email direct from Learning Center through Outlook.
  • Remove from Team
    Remove the selected employee from the manager's or supervisor's Team.
  • Use Summary Report
    Access employee transcript and activity information.
REPORTS
Reports may be accessed by clicking theREPORTStab on your My Team page.

mt_employee_view_team.png

1.

There are 4 available reports:

Users - Courses Users - Learning Plans Users - Certifications Users - Sessions

 
Users - Courses
DESCRIPTION :
This report shows the progress details of the selected users, for each course.
HIERARCHY :

mt_uc_custom_heir.png


  • All
  • Custom
    • Director Supervisor
    • Training Supervisor
ENROLLMENT DATE :

  • All Dates
  • Select Date
    • Enrollment Date

      mt_uc_ed_sd_isdd.png


      • is before
      • is after
      • is in the range
    • Type
      • relative
      • absolute
      • Not Available if is in the range is selected under Enrollment Date
    • Days ago
      • Enter in the amount of days in the past to have the report go back to.
      • Not Available if is in the range is selected under Enrollment Date
      • Not Available if absolute is selected under Type
    • To
      • Select the date the report should run before or after the enrollment date.
      • Not Available if relative is selected under Type
    • From
      • Select the start date the report should start on the enrollment date.
      • Only available if is in the range is selected under Enrollment Date
Course Enrollment Status :

  • All Statuses are selected by default.
  • Select or de-select each status by clicking the check box next to each status.
    • Completed
    • In Progress
    • Enrolled
    • Waitlist
    • Suspended
    • Enrollments to confirm
    • Overbooking

 
Users - Learning Plans
DESCRIPTION :
This report shows the progress details of the selected users, for each learning plan.
HIERARCHY :

mt_uc_custom_heir.png


  • All
  • Custom
    • Director Supervisor
    • Training Supervisor
ENROLLMENT DATE :

  • All Dates
  • Select Date
    • Enrollment Date

      mt_uc_ed_sd_isdd.png


      • is before
      • is after
      • is in the range
    • Type
      • relative
      • absolute
      • Not Available if is in the range is selected under Enrollment Date
    • Days ago
      • Enter in the amount of days in the past to have the report go back to.
      • Not Available if is in the range is selected under Enrollment Date
      • Not Available if absolute is selected under Type
    • To
      • Select the date the report should run before or after the enrollment date.
      • Not Available if relative is selected under Type
    • From
      • Select the start date the report should start on the enrollment date.
      • Only available if is in the range is selected under Enrollment Date
Course Enrollment Status :

  • All Statuses are selected by default.
  • Select or de-select each status by clicking the check box next to each status.
    • Completed
    • In Progress
    • Enrolled
    • Waitlist

Users - Certifications
DESCRIPTION :
This report shows the details of the selected users, for each certification obtained.
HIERARCHY :

mt_uc_custom_heir.png


  • All
  • Custom
    • Director Supervisor
    • Training Supervisor

 
Users - Sessions
DESCRIPTION :
This report shows the progress details of the selected users, for each In Person or Webinar sessions.
HIERARCHY :

mt_uc_custom_heir.png


  • All
  • Custom
    • Director Supervisor
    • Training Supervisor
ENROLLMENT DATE :

  • All Dates
  • Select Date
    • Enrollment Date

      mt_uc_ed_sd_isdd.png


      • is before
      • is after
      • is in the range
    • Type
      • relative
      • absolute
      • Not Available if is in the range is selected under Enrollment Date
    • Days ago
      • Enter in the amount of days in the past to have the report go back to.
      • Not Available if is in the range is selected under Enrollment Date
      • Not Available if absolute is selected under Type
    • To
      • Select the date the report should run before or after the enrollment date.
      • Not Available if relative is selected under Type
    • From
      • Select the start date the report should start on the enrollment date.
      • Only available if is in the range is selected under Enrollment Date
Course Enrollment Status :

  • All Statuses are selected by default.
  • Select or de-select each status by clicking the check box next to each status.
    • Completed
    • In Progress
    • Enrolled
    • Waitlist
    • Suspended
    • Enrollments to confirm

2.

Click theSavebutton in lower right corner.

3.

Once report has been saved, move your mouse to the end of the row for the report and click the 3 dots .

mt_report_elipse.png

4.

Once clicked you will have 2 options :

  • Edit
  • Export As
    • CSV
      • Comma Seperated Values
      • Opens with Microsoft Excel
    • XLS
      • Excel Spreadsheet file
      • Opens with Microsoft Excel
If you do NOT know which format to select, please select XLS

5.

Once the file format has been selected, the LMS will process the request and you will see a "Creating Report" bar at the bottom of the page as the report is created.

mt_reports_create_report.png

6.

The file will download and you should be able to locate the file in your default "Downloads" folder.

mt_report_download_folder.png

Site must be accessed with Google Chrome or Microsoft Edge ONLY!

If you do not have these programs, please contact your IT Department.

PERCLMSSupport@hss.sbcounty.gov