Cal State Training Resources

Manager Dashboard (copied)

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This article will show managers how to navigate the Manager Dashboard.

Need-to-Know

  • The manager dashboard area will allow managers to monitor completion progress and run exception reports.
  • You can only see your direct reports and not the direct reports of others.
  • For more detailed information, inquire with your campus LMS Administrator on a scheduled report for training information related to your direct reports.

Note: Campuses who have not gone through CHRS implementation:

  • CSU Learn uses positions reporting to other positions to determine which manager supervises an employee
  • The CSU Learn extract from PeopleSoft 9.0 take the lowest employee record for employees with dual roles on campus
  • Primary job indicator is not being used until campuses go through CHRS implementation

How to Monitor Completion Progress for Direct Reports

Step 1:  Click on the Manager Dashboard icon to check on the completion status of your direct report.

Green highlight box showing the location of the Manager Dashboard icon.

Step 2:  A high level overview will allow you to see the progress of each of the direct report(s) on your team.

High level overview of the employee's progress.

Step 3: By default, you will be able to see the direct reports listed individually. You can also toggle the view by clicking on activities to see the completion progress by your direct reports per activity

List of direct reports that you can toggle in between.

Step 4:  With the Users tab enabled, click on the Incomplete button next to the user’s name. This will work even if the direct report does not have any incomplete activities.

Green highlight box showing the location of the Incomplete button.

Step 5: The manager will navigate to the Detailed Exception Report by User page.

Detailed Exception Report by User page.

Step 6:  On the left hand side you can filter by Assignment Status and Assignment Type to view all completed / incomplete activities.

Green highlight box showing the location of the Assignment Status and Assignment Type filter.

Step 7:  You can also click on the Add button to assign additional activities for the user. The process is outlined in the article, Manager Assignments.

Green highlight box showing the location of the Add button.

Step 8:  Click on the Close button when you are finished or navigate back to the Manager Dashboard

Green highlight box showing the location of the Close button.

This concludes how to navigate the Manager Dashboard.

Previous Article Manager Assignments
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