User Guide. HETI Online - Manager. Last updated : 13 August 2014 by ehealth LMS

Transcription

1 User Guide HETI Online - Manager Last updated : 13 August 2014 by ehealth LMS

2 Manager Tasks A Manager Role will automatically be assigned based on your StaffLink Assignments should you have any direct/indirect reports assigned to you. In addition to the Learner Role, you will be able to: View outstanding training for you and your direct/indirect reports Manage Team related tasks Approve Learning Requests Access approx. 10 reports that will give you the status of your teams learning activities 2

3 Purpose: This document describes and introduces the Manager Interface of HETI Online. Product: HETI Online is the new State-Wide learning management system delivering various forms of learning at a State and Local Health District level. Audience: All NSW Health Manager Employees. Security: Each user must log into HETI Online using their StaffLink ID and Password. 3

4 How is Training Assigned? Training requirements can be assigned to users in 3 ways. The targeting of these training requirements are based on StaffLink User, Position and Organisational data. This ensures that right staff are doing the right training at the right time. The 3 methods of assignment are: Mandatory (Red Flag): Training requirements that are assigned as part of the State-wide Mandatory Training Policy. CE Directive (Blue Flag): Training requirements that are assigned as part of a local CE Directive. Assigned (Orange Pin): Training requirements that are assigned locally by direction of a manager. 4

5 Manager My Team view (default screen) Action: Use this button to: Progress Bar with traffic light indicators for your direct/indirect subordinates course completions. Review and Approve learners training requests Note: This reflects the correct position selected above if you have more than one position. Action: Use this button to: Outstanding training for direct/indirect subordinates including Status and Due Date (listed in date ascending order) Status of current learning: Not Attempted Incomplete Initial Expired 5 Links: Click user to view their details or click the + to view subordinates Run a report on Mandatory training for subordinates Action: Use this button to: View Current Learning View Learning History View External Learning Enrol the Learner into courses and pathways

6 Manager - Approval Management Utilised Advanced Search to locate specific requests. Action: Use this link to: Quickly Approve, Decline and/or Request Further Information. Requests for Authorised Training will be sent to direct line Manager for review. Action: Use this link to: To view and approve both internal and external training requests from your team. 6 Action: Click to view the request in detail.

7 Manager Review Request Details Action: Review the details and one of the following: Approve Decline Request Further Information 7

8 Manager Delegation Managing delegations enabling other team members to complete manager tasks for leave periods. Action: Use this link to: Action: Use this link to: View existing Delegations Create Manager delegation to suitable staff for periods of leave. Create Delegation View existing Delegations Delete existing Delegation 8

9 Manager - Mandatory Training Report Action: Use this button to: Run a report on Mandatory training for subordinates Report #250 View a list of your direct and/or indirect reports and any training that is due or expired. This report returns all the courses and offerings that are targeted to learners based on the State-wide mandatory training policy. Action: Complete fields and click Run Note: % is wildcard for All value. 9 Folder (can display if learners are assigned to Mandatory/CE Directive learning at another location.

10 Manager Tasks View User s Current Learning View Current Learning: Use this link to view current learning for subordinate. 10

11 Manage External Learning Requests Manage and Complete Status Manage Requests Requests for Authorised Training will be sent to direct line Manager for review. Action: Use this link to: Requests for adding external learning activities completed outside of HETI Online from learners e.g. continuing education activities, formal education, technical training from learners are sent via notification to the immediate line manager. To view and approve both internal and external training requests from your team. Note: Should more than one line manager exist (i.e. multiple assignment) the learner will be prompted with a drop down box to select appropriate manager for review of the request. HETI Online does not connect to time and attendance and existing requests for leave need to be adhered to 11

12 Manage External Learning Requests Manage and Complete Status Step 1. Search: Use filters to locate relevant external learning requests. Step 2. Locate request: Displays a list of internal and external training requests and their status including requested date. Step 3. Manage request Two options for approving: Name of request Type of request Status of request Date of last update Option 1: Select the checkbox of the Approval Pending request. 12 Option 2: Click to review.

13 Manage External Learning Requests Manage and Complete Status Step 4. Complete Status: Record the completion status of the external training including date and comments. Step 3. Review request details. Select the request to view the following: Incomplete Deleted (External Learning) Incomplete No Show Note: External learning will appear on learners transcripts. Justification reason Dates Cost Hours 13

14 Manager Tasks Reports The Report screen allows you to search for, view and run reports The Description lists the details of each report Select the desired Report and click Run button 14

15 Manager Tasks Reports Step 1: Run Report screen displays. Configure the report settings as desired Step 2: The Learner ID screen displays in a new window The Results lists user who report to you Use this screen to locate the desired user Step 3: Once all the report settings are configured, click Run to generate the report The 200 Manager Learner Transcript Report displays in a new window. The report lists a transcript of the selected user s completed course 15

16 HETI Online Learner Interface Learner Home page Progress Bar for your Mandatory course completions My Online Learning: Displays your current Mandatory, CE Directive and Assigned training. Action: Click to view all current learning. Legend: Overview of the current conditions of enrolment. Help and Support, Quick Links. 16 Learning Pathways is grouped Classroom and/or Online learning.

17 HETI Online Learner Interface Learner My Current Learning Action: Select to filter learning Status of current learning: - Not Attempted - Incomplete - Initial (Certification Offering) - Current (Certification Offering) - Expired (Certification Offering) Due date of learning Action: Select to filter either name, due date or mandatory listing Note: A red coloured date is an expired date 17 Legend: Overview of the current conditions of enrolment

18 Contact Us Please find below the contact information for your queries: LOGIN RELATED QUERIES: Please note: your HETI Online login details are always the same as your StaffLink login details. To access HETI Online you will have to use the following details: User name = StaffLink login (StaffLink 8 digit Payroll id) Password = StaffLink password If you experience any difficulties in logging in please contact the State Wide Service Desk by calling and quote your issue with your StaffLink/HETI Online login details. EMPLOYEE DETAIL RELATED QUERIES: All the information in HETI Online is sourced from StaffLink and no changes can be made on the LMS. If any of your details are incorrect, please contact the State Wide Service Desk, your manager or your local StaffLink representative to make the necessary changes. LEARNING POLICY/PROCESS RELATED QUERIES: For any specific queries around your learning, please click here to contact your Local Health District Learning Representative. COURSE RELATED QUERIES: 1) HETI STATEWIDE COURSES: For more information on HETI courses and programs, visit the HETI website. If you would like to provide feedback in regards to the HETI courses or have suggestions, please [email protected] 2) LOCAL COURSES: For any issues with local courses, please contact your local Learning and Development representatives. For any other issues, please contact the State Wide Service Desk at , to raise a request. 3) FUNCTIONALITY RELTATED QUERIES: For any functionality related queries, please contact ehealth LMS Project team on [email protected] Last updated : 07 July 2014 by ehealth LMS