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The Members page in Learned
Within Learned, as an Admin you have an overview page of all members in the Learned account. On this page, you can see not only the names of the employees, but also what rights they have in the platform, what role they are fulfilling, whether they may have an ambition role selected, what team they are in and whether they are also a coach of a particular team.
Inviting new members manually
To invite new employees to Learned, go via your profile picture (bottom left) to the Members page. At the top right, click Options - Invite members. A pop-up will appear where you can add employees.
Here you can directly assign the users to a role profile.
You can also assign employees directly to a team. Note: It is not possible to add an employee also as a coach to the same team.
If the employee is also a manager, you can add him or her to a team as a coach.
You can also grant the employee admin rights.
💡: The above options are also available in the employee's profile after inviting the employee.
❗️Note: When you click 'Invite' after adding employees, the employees you have added will immediately receive an email with a link that allows them to log into Learned. It is not possible to add employees to the Learned account without giving them direct access to the platform.
Besides being able to add employees manually to the Learned account, there is also an option to achieve this via an HRIS integration. Want to learn more about the possibilities of inviting and managing employees via an HRIS integration? Then check out the following article to see which systems we can link to: The Learned (API) integrations.
Manually managing existing members
Via the member page
In the overview of existing users, you can perform the following actions by pressing the three bullets to the right of the employee:
Grant or revoke admin rights.
Delete the user. Note: this will delete all data from this user and cannot be undone.
Deactivate the user (temporarily). The employee can no longer log in. But the employee's data will be saved. The employee can be reactivated if desired. Use this option, for example, if you want to save the employee's data for a certain period after he has left the company.
Different roles and teams
Users within the organisation can have multiple jobs or roles. The overview displays one (primary) job by default. Want to view all jobs, teams and associated rights of a user? Then click on arrow left of the user to expand the details and scroll to the right in the detail overview. This will give you full insight into all information linked to a user.
Do you want to see multiple jobs and all associated components up to permissions in one overview? Then click the two-arrow icon in the top right toaccess full screen mode. Combine this with the “Open all” button to expand all user details at once. This will give you a full-screen overview of all roles and permissions.
💡: You can choose which columns you want to display on the members page, to also show for example, e-mailadres, ambitions or tags.
Employee status
Each employee has a status indicating where that person is. The status is visible in the employee overview and helps you quickly understand who is already active and who still needs action.
Active: The employee is active and has access to the platform.
Invited: The employee is invited and can create an account to by clicking the link in the welcome email.
Inactive: The employee is deactivated and can no longer access the platform.
Multiple changes simultaneously
Within the members page, it is possible to perform multiple actions simultaneously on a group of members or employees. This saves time and makes management more efficient. Below, we explain which bulk actions you can perform and what to keep in mind.
Delete multiple employees
Want to delete several old or inactive employees at once? You can do so using the multi-select job.
❗️ Note: Deleted employees cannot be restored. Always check carefully to be sure you have selected the right people.
Resend invitations
Did the invitation expired or did the employee not receive the e-mail correctly? Select the concerning employees or members and resend the invitation via bulk action.
Modify tags of multiple members at once
Simply select multiple members and modify their tags in one operation via edit. This is useful for categorising or reclassifying members.
📚: Want to know more about tags? Then read this article
Via the user's settings page.
More options for managing employees can be found on the employee settings page. On the member page, click on the staff member you want to manage. In his profile, click on the 'Settings' page.
You will find the following options here:
Changing the employee's first and last name.
Changing the email address (username) of the employee. Note: By changing the email address, the user will have to log in with the new email address. The user will receive an email from this at both the old and the new email address.
Assigning a job profile and/or removing an already assigned job profile for this user.
Assign tag(s) to a user.
Add the user as a member of a team and/or remove a member from a team.
Add the user as a coach of a team and/or remove a coach from a team.
Assigning or revoking admin rights.
❗️Note: When working with an API integration, changes in the profile will be overruled with the information from the integration. In this case, you will first need to update the changes in the HRIS system, and then synchronise the data in Learned. With the synchronisation, the changes are retrieved and implemented in Learned.
