The role of Manager
In Cognise, the term ‘Manager’ is generic. A ‘Team Leader’ in your organisation if they have direct reports and are in charge of their training would be seen as a ‘Manager’ in Cognise.
The key determining factors of whether a person has manager access are: the user is ‘allowed to be a manager’ (checkbox in user profile) and they have direct reports. The manager sees a reduced admin view and the functionality is focussed on the learning of their direct reports.
Manager Dashboard
When a member-user is also a Manager they have a switch to the manager dashboard.
On the Manager Dashboard there are two tabs: Tasks and Insights.
Tasks
The manager can review and action tasks for their direct reports. A task can be:
Recent Member joined
A recent completion
Inactivity of a member
Incomplete learning (in progress, or assigned and not started)
The manager hovers on a row and clicks to give a nudge or praise. This opens a pre formatted message and the Manager can review and send.
Insights
The insights tab shows All people reporting to the Manager and summarises the learning of their direct reports.
Selecting a person will reveal a slide out panel showing the member's learning.
Messages
The Manager can send messages to all their reports as well as anyone in the system.
Requests
A manager can also approve or decline requests triggered by their reports that need the manager to review.
Reports
The Manager has access to a range of reports.
Other actions a Manager can perform
A Manager can also do the following:
mark assessments - when they are an assessor complete marking via quick approve or decline actions
receive summary learning notifications - choose to receive weekly, or monthly learning manager summaries.
They can also if permitted to by group settings:
create learning - if they are in a group that permits members to create learning for that group