Overview
If you are a user in Tribal Habits and have other learners assigned to you as a manager, you will be designated a team leader and will see a Team tab on your learner home page when logged in.
Note: If you cannot see the Team tab, contact your portal administrator to confirm your team management has been set up correctly.
When you click Team, you will be taken to the Summary tab by default. The Team tab contains four sections: Summary, Members, Roles and History.
Key concepts
Key concepts
Team leader: A user in your portal with one or more other users assigned to them via a Manager field (Manager 1 through to Manager 5) on their profile. Team leaders see a Team tab on their learner homepage.
Team tab: The section of the learner homepage available to team leaders, containing summaries and detailed views of their team members' training and role progress.
Summary tab
The Summary tab is your team dashboard, giving you a snapshot of activity and progress across your team.
Summary data: Displays key statistics about your team's enrolments, including overdue, recently expired and incomplete enrolments. Click any statistic to open the History tab filtered to the relevant enrolments.
Graphs: Shows high-level totals for your team over the past six months, including:
Active Members: Users who logged in at least once in a given month.
Knowledge Completed: The number of topic and pathway completions per month.
Training Hours: The total hours of completed training per month.
Training: Shows a breakdown of each team member's enrolment data, including overdue, due soon, completed, incomplete, recently expired and expiring soon counts, plus a visual progress bar. Click any number to open a filtered report showing the specific training items. Click a team member's name to view their profile in the Members tab.
Goals: Shows each team member's progress towards any assigned goals. Click a team member's name to view more detail in the Members tab.
Roles: Shows a summary of each team member's assigned roles and their overall progress towards attaining them. This gives you a quick view of where each person stands against their role requirements.
Activity: Displays all recent team activity in chronological order, including login and enrolment activity.
Members tab
The Members tab lists each of your team members along with a summary of their training status, last login and any custom fields.
Click any team member's name to open their detailed profile, which includes the following panels:
History: Enrolment-based training history.
Certificates: Any certificates earned.
Roles: Progress towards assigned roles and required skills (if enabled in your portal).
Goals: Progress towards assigned goals (if enabled in your portal).
External Training: Any externally recorded training items (if enabled in your portal).
Account: Basic details such as name, email and team.
Settings: Options to subscribe the member to learner and team leader reports, and to customise their landing page.
On the Members tab, each team member's record shows how many training items are overdue, completed and incomplete. Click any of these numbers to open a filtered report listing the specific training items.
You can also enrol team members in training or resend their portal invitation directly from this tab. Select one or more members using the checkboxes and click:
Enrol: To view and select the applicable training.
Resend invitation: To send a new invitation email containing a fresh activation link to the selected team members. This replaces any previously sent invitation and prevents the learner from logging in until the new link is used.
Notes:
If you cannot see a training module you'd like to assign, contact your portal administrators as they may need to adjust visibility settings or create the required enrolment access.
If one of your team members leads their own team, you'll see a View team link next to their name. Clicking this takes you to that person's Team tab, showing data for their team. Use the Back to my team button to return to your own view.
Roles tab
The Roles tab gives you dedicated visibility over your team's progress towards their assigned roles. It contains two sections:
Summary: A list of your team members showing each of their assigned roles and their overall progress (as a percentage) towards attaining each one.
Skills Matrix: A matrix view showing each team member's attainment status for individual skills across their assigned roles. The matrix can be filtered by select skills and according to assignment and result status. Each skill is displayed with one of the following statuses:
Current: The skill has been attained and has not expired.
Missing: The skill has not yet been attained.
Expired: The skill was attained but has since expired.
Not required: The skill is not required for that team member's roles.
You can use the Roles filter at the top of the page to narrow the view to a specific role, and use Save search to save your preferred filter settings for easy access next time (by clicking the 'Load search' option).
Note: The Roles tab is only visible if the Roles feature is enabled on your organisation's subscription. Contact your portal administrator if you cannot see this tab.
History tab
The History tab lets you review all training assigned to members of your team, including due dates, training status and completion data.
Select any overdue item to send an email reminder to the relevant team member.
You can search and filter your team's enrolments and download a spreadsheet of results.
History filters: Enrolments can be filtered by type, progress, status, certification and category.
History icons: Each entry in the History tab displays an icon indicating the learner's current progress:
Solid circle: Unexplored
Ring: Exploring
Green tick: Completed
Warning sign: Overdue
FAQs
I can't see the Team tab. Why?
The Team tab is only visible to users who have one or more team members assigned to them. This is done by entering your email address in the Manager field (Manager 1 through to Manager 5) on a team member's profile. Contact your administrator to check this has been set up correctly.
I can't see the Roles tab within the Team tab. Why?
The Roles tab is only visible if the Roles feature is enabled on your organisation's plan (Business 50 or larger). Contact your administrator if you believe this should be available to you.
Can I see the team of someone who reports to me?
Yes. If one of your team members leads their own team, a View team link will appear next to their name in the Members tab. Click it to view their team's data, and use Back to my team to return to your own view.
Can I enrol my team members in training from the Team tab?
Yes. In the Members tab, select one or more team members using the checkboxes, then click Enrol to assign available training.