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Business Model : Training is assigned after budget review:
- Employee selects courses (internal or external) to submit for a given period
- Supervisor reviews requests
- Supervisor may reject or send on a user request to a training manager (TM)
- Supervisor may create bulk requests
- Supervisor may select employees for auto assignment which occurs if budget is reviewed
- Training Manager reviews requests for organization
- Training Mgr may set budget for organization
- Training Mgr may grant a specific number of seats for a course by supervisor
- Training Mgr may create organization bulk request and optionally selected employees
- Training Manager reviews budget
- System may automatically assign training
- For approved training not yet assigned, Supervisor may assign courses to end users
- User views training plan for period
Training Planner Work-Flow:
- Functions of Training Planner
- Setup Configuration Options needed for Training Planner
- Interactions to manage training requests
- Record Learning and view request for Attended events
- Run reports to compare budgeted to actual amounts
Steps to Configure Training Planner
Training Request Period
- Must have a start/end date
- In order to create requests for a request period, you will need to check the “Allow Planning” checkbox
- Only Active request periods will appear in the UI
- Users and supervisors must be associated to organizations in order to submit requests
- Specify a training manager (TM) for organizations (you don’t need to specify one for all organizations, but at least the top level). TM will have access to org and all its sub-orgs
- Make sure that users have access to catalogs if you want them to be able to submit requests for internal items
2.1.1. Configure Time Request Periods:
1. Go to References -> Learning -> Training Request Periods - > Add New
2. Provide a period ID and description
Select “Only after Budget Review” to support a business model in which learning can only be assigned by a supervisor after budget review.
Select “Before or after Budget Review” to allow Supervisors to assign training from the Training Planner before or after their organization's budget is reviewed.
2.1.2. Designate Training Manager(s)
- Log in to admin side and go to Users->Organizations->organization record ->Training Manager tab.
- Search for training Managers by User ID ->Select Add
- Remove a training manager if needed using Remove
- Select Apply Changes
2.1.3. Import Training Budgets:
- Go to Import Data -> Organization Budget and download the template.
- Open in Excel and populate with data.
- To upload the budget, use Data Import -> Select Record Type ->Organization Budget.
- Choose import option -> Add and Update -> Submit.
- Continue and watch for validation
2.1.4. Admin Confirms Budget Import:
- Go to Organization -> Organization Budget
- View and Confirm
2.1.5. Import the Currency Conversion Set:
- Go to Learning Admin -> System Admin -> Tools -> Data Import -> Download Template
- Select References from the Record Type drop-down Menu
- Select the Currency Conversion worksheet
- Open the downloaded file and populate with data
- Import the spreadsheet
2.1.6. Create the External Vendor List:
- Go to References -> Learning -> Training Vendors
- Select Add New and create each record
2.1.7. View a Budget
- Go to Users/Organizations
- Search for an Organization by ID, Description, Organization type or Organization Group
- Select Edit button
- The Tab bar changes and displays the Training Budgets tab
- Select the Training Budgets tab. The Budget displays for the organization for all Learning Requests Periods
NOTES: Access to the Training Budget menu is governed by Admin Workflows:
- User Management -> View Organization Training Budget
- User Management -> Edit Organization Training Budget
2.1.8. Notifications Templates of Training Planner
There is 5 email notifications that are automatic when using the Training planner:
- Supervisor receives Notice to Make Assignments
- Training Needs Modified by Supervisor
- Training Needs Rjected by Org Owner (Training Manager)
- Training Needs Rejected by Supervisor
- Training Needs Requested
To modify this templates you can go to Learning Administrations->System Admin->Configuration->Notification Templates.
2.1.9. 2483 Program
If applicable, the admin can create a 2483 program for French government reporting. Go to References -> Learning-> 2483 Program
After you add a reference value, you can associate it with an item, a scheduled offering, or user.
Add to Learning Assignments
- Allows a user to self assign learning from Catalog search, Item details, Curricula in search results and details page, and catalog view from BizX CDP, Succession Planning and Competency Search and Profile and Performance goals.
- To support a business model in which learning can only be assigned by a supervisor after budget review or a TM, remove “Add to Learning Assignments” from your user roles.
Withdraw from Scheduled Offering
- Required for a user to withdraw from scheduled offering.
- You may prevent users from withdrawing from a scheduled offering by removing “Withdraw from Scheduled Offering” from your user roles.
- For efficiency, enable Auto-Assignment which automatically assigns individual and bulk training requests (works in conjunction with the ability to select employees for a request). Automatic assignment is independent of the Training Request period "Supervisor can Assign Training" setting.
- System Admin > Configuration > System Configuration > LMS_ADMIN; Set autoAssignReviewedTrainingRequests to “true”
- When enabled, seats granted for individual or bulk requests with selected employees will be automatically assigned to the employees learning assignments when the training manager reviews the budget if sufficient seats are granted. Assignment is near real time through a background job. Administrators can view the status of the auto assignment or unassignment jobs in System Admin > Background Jobs.
- If the number of seats granted is less than the total of individual requests and selected users for bulk request, no assignments are made automatically and the Supervisor may use Training Planner to make assignments.
- Supervisors cannot remove automated assignments made by the Training Planner.
- If the budget review is removed, any automated assignments are unassigned.
- Assignments will have the Assignment Type from the Item. Admins can set a default Assignment Type that will be used if an Item does not have an Assignment Type. Default value is blank. If this value is blank when Reviewing the budget, the training manager will be warned and can cancel budget approval and auto assignment.
- System Admin > Configuration > System Configuration > LMS_ADMIN; Set AssignmentTypeForAutoAssignTrainingRequests to a valid Assignment Type
Steps to Manage Training Requests
3.1. Accesing Training Planner: Same for all Users
Requires “Access Training Planner” workflow and it is located in the Easy Links options on the Leanring Module Overivew Page.
Once the Trianing Planner opens, how it looks depends on the permissions of the viewer.
The Training Manager will see three overview panels:
- My Requests
- My Team's Training Requests
- My Organization Requests
The Supervisor will see two overview panels:
- My Requests
- My Team's Training Requests
The Employee will see one overview panel:
- My Requests
3.1.1. User Request Internal Training
- Go to Training Planner -> Select the training period from the drop-down menu -> View my requests
- Select Add Course -> Find From Catalog
- Search in Catalog
- Catalog reflects addition and user can add more
- Enter Additional costs and request comments
- User home after catalog request added - icons for types
- Goverment Reporting Enabled
- Complete the form as prompted and send to manager
3.1.2. User Request External Training
- Add Course -> Add Outside Course
- Complete the form as prompted, complete and send to manager
User home after catalog and outside request added
User Home after submitted requests to manager
3.2.1. Supervisor Reviews Requests
- Go to Training Planner -> Select the training time period from drop-down menu -> View My Team's Training Requests
- Scroll to New Team Requests and review Requests
- Use Add Course to add a different course as a recommendation
- Can Exclude, then choose Change Request Period to move the request or Reject Course
- When Complete, select Send Requests for Review to pass the request to the organization's Training Manager(s)
- Can return to list and slect Edit Assignments -> Assign or Defer
NOTE: if Supervisor assigns the item to the user BEFORE the request is approved by the Training Manager, supervisor can remove assignment later if the request is rejected.
3.2.2. Supervisor rejects the course
18.104.22.168. Supervisor rejected courses are still visible, but in separate section
3.2.3. Supervisor Defers request
3.2.4. Supervisor total requested is updated for rejected and deferred course (Amount and Hours)
3.2.5. Supervisor can add bulk request from Catalog or outside
3.2.6. Supervisor add bulk request from Catalog
3.2.7. Supervisor bulk request
22.214.171.124. Supervisor manages Bulk Requests
126.96.36.199. Supervisor selects Employees for Bulk Request
188.8.131.52. Supervisor Bulk Request with Selected Employees
3.2.8. Supervisor Submits Request
3.3.1. Training Manager Manages the Organization's Requests
- Go to Training Planner -> Select the training period from the dropdown -> View My Organizations Requests
- View the summary list -> View / Edit Requests
- Set Fixed number of seats -> Select Save
- Or Reject a request and provide a reason
- Can download a spreadsheet of requests
3.3.2. Training Planner download Report to a Spreadsheet
3.3.3. Training Manager view Organization requests grouped by course
3.3.4. Training manager filters requests
3.3.5. Training Manager views course requests grouped by supervisor (doesn’t see individual / bulk)
3.3.6. Training Manager Modifies Selected Employees
3.3.7. Training Manager Grants Seats which Caps the number for a Supervisor
3.3.8. Amount requested and seats are adjusted for rejected and granted
3.3.9. Training Manager can create request for catalog or outside Course
3.3.10. Training Manager creates organization request from catalog
3.3.11. Training Manager Manages Organization Request
3.3.12. Training Manager selects Employee for Organization Request
3.3.13. Training Manager can assign organization requests before budget review
3.3.14. Training Manager before budget approval
3.3.16. Training Manager Reviews Budget
3.4.1. Training Manager view after budget review
3.4.2. Auto Assignment
3.4.3. Supervisor View After Budget Review
3.4.5. Supervisor views Auto-Assignments
3.4.6. Supervisor can Assign remaining granted seats
3.4.7. User View after Budget Review
3.4.8. Record Learning History and Cost
- Go to Record Learning Event - Financial
- Select the item and the users
- This is a sample screen to record external learning with a cost of $2000.
Notice that you must select an Account Code, in this case the organizations's account code (ACME)
3.4.9. User/Supervisor Views Attended
3.4.10. Training Manager: Reject an Approved Request
- Go to Training Planner -> My Organization Requests -> Select View Requests
- Select View/Edit Requests -> Select Reject and enter a comment -> Select Reject to Finalize
3.4.11. Supervisor : Respond to a Rejected Request
- Go to Training Planner -> Select My Training Team's Requests
- Review the comments from the training manager
- Select Save and re-submit the request
- Run Training Planner Projected/Actuals
Note: Access to this report is governed by admin workflow: Reports-> Run Training Planner Projected vs Actuals Report
- Output when 2 seats were approved for Item ABC and 3 users have learning history for item ABC for this training request period.
- Deviation shows amount exceeding the budget.
- There is no report that lists the approved/assigned users. The supervisor needs to track this level of detail.
Training Planner Projected/Actuals (PDF)
PDF report output when 2 seats were approved for item ABC and 3 users have learning history for Item ABC for this training request period. Deviation shows amount exceeding the budget.
Q1 Why can I not see the projected data for some trainings?
Once a customer starts using the Training Planner functionality, this report will be generated for ALL learning history for users in this organization for the given training Request Period.
Even of the training was NOT assigned via the training planner, the report still tracks this course as part of the organization budget.
The training requests must be approved and assigned to be taken into account in the projected data.
If you would like to avoid this, record learning history when there are no costs recorded. You can do this by using the Record learning multiple wizard (Users > Tools) which skips the financial steps or just leave all costs as zero.
Any items recorded for a training request perior that has costs will be included in this organization's report.
You can identify such requests in the report if under Planned the value is NO. This means the request was never submitted via the Training Planner and therefore there will be no projected data available, only actual costs.
Example of an HTML report where the Planned value is set to NO:
Q2 why is the report trying to present the information by supervisor?
This is the report design, after the budget is approved, supervisors would go in and assign training requests to their subordinates. That is why report is sorting the information by supervisor.
Also note that the Projected in this report is not the same as the uploaded budget:
- The uploaded budget is to help triage the requests and is not part of the projected vs actual report.
- The projected is coming from the item price for individual requests.
Q3: Additionally, why aren't the trainings planned in "My Organization Requests" being presented in the report?
The current training planner actual/budget report does not include organization requests (request type = Training Manager).
This would need to be an enhancement request.
These are the main tablse used for the training planner functionality in the LMS database. it is just for information purpose and for Customer Support Knowledge when troubleshooting Training Planner incidents.
|PA_TRAINING_CREDIT_TYPE||This table stores the training planner credit type references. Admin can add entries into this table from the references --> learning section.|
|PA_TRAINING_PURPOSE||This table stores the training planner purpose references. Admin can add entries into this table from the references --> learning section.|
|PA_TRAINING_REQUEST||This is the key table for training planner feature. This table contains all the Training requests received from the organization.|
|PA_TRAINING_REQUEST_COST||This table stores the associated cost details of a training request.|
|PA_TRAINING_REQUEST_JOB_INFO||This table is used to track the status of the job scheduled for auto assign/ un assign operations|
|PA_TRAINING_REQUEST_LIMIT||This table stores the training request limit details.|
|PA_TRAINING_REQUEST_PERIOD||This table is to store training request period|
|PA_TRAINING_REQUEST_PROGRAM||This table is to store program training request|
|PA_TRAINING_SOURCE||This table is to store training source|
|PA_TRAINING_TYPE||This table stores Training Planner Type reference data|
|PA_TRAINING_VENDOR||This table stores Training Planner Vendor data.|
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