Summary
With Teams, we've made it possible for team and line managers to see the training for only the people they manage directly. This article explain what team and line managers can see and do.
Team managers
Team managers are set up when creating or editing a Team. Once set up with the correct user access, team managers can:
View, book, upload, download training and edit personnel details
Only see the members of their Team(s)
Line managers
Line managers are assigned to individual personnel profiles. Once set up with the correct user access, line managers can:
View and download training records of the personnel they line manage
Only see the members of their Team(s)
Note: Line manager access is only available on Business and Enterprise Training Register plans
Need more information about Teams?
Not seeing the right personnel? This needs to be configured by your account admin first (more info here)
I’m a team leader. What does it mean for me?
As a team manager, you can manage training for personnel in your team. This means you can:
View personnel’s details
Add training
Delete training
Record training
Book training
Download individual training reports with evidence
Create and generate reports for all personnel across your team(s) in the reports tab
Receive email reports for expiring training
How do I know which teams I manage?
You will see the teams you manage in the dropdown on the left hand side of the personnel dashboard.
I am a line manager. What does it mean for me?
As a line manager, you can view training for personnel in your team. This means you can:
View personnel’s details
View their training
Download individual training reports with evidence
Create and generate reports for all personnel across your team(s) in the reports tab
Receive email reports for expiring training
You can access this if your account is on the Business or Enterprise Training Register plan.
How do I know which personnel I line manage?
You will see your direct reports in the dropdown on the left-hand side of the personnel dashboard.
