If you are a manager of other learners in Tribal Habits AND you are also a user in Tribal Habits itself, you will be designated a Team Leader and you will see a Team link on your dashboard after logging into Tribal Habits.
Note: If you cannot see this link, please contact your administrators to check how your team management has been assigned.
When you click on the Team link, you will be taken to the Summary tab by default.
What's in the Summary tab?
What's in the Summary tab?
The Summary tab is your own team-oriented dashboard, containing insights and summaries of data relating to members of your team.
Below is a run-down of each feature of the Summary tab:
Summary data
Summary data displays key statistics about your team’s enrolments. This includes overdue, recently expired, and incomplete enrolments - along with other important insights to help you monitor progress.
Each statistic can be clicked on - this will redirect you to the History tab, with the list of relevant enrolments for further action.
Graphs
Graphs on the Team Summary page provide a snapshot of high-level totals about your team during the past six months.
The graphs include:
Active Members - those in your team who logged in at least once in a month
Knowledge Completed - the number of topic and pathway completions per month
Training Hours - the number of hours of completed training each month
Team Insights
The Team Insights panel shows a breakdown of each team member, including their enrolment data and a visual progress bar reflecting how far they've progressed with their current training.
Clicking on a team member here will redirect you to the Members tab where you can see more information about that person.
Activity
The Activity panel displays a list of all team activity, in order of most recent.
This data includes login and enrolment activity.
What's in the Members tab?
What's in the Members tab?
The Members tab lists each of your team members.
Click on any team member's name to view their detailed profile.
If your organisation uses custom fields, any populated fields will appear under each member in the Members tab. You can use the Hide Fields button to remove them from view.
In the example above, a custom field called 'Team' was created, with 'Development' selected for these two members.
You can also assign training from here. Simply tick the checkbox for each team member and use the Enrol button that pops up - a list of available training will appear.
If you can’t see a training module you’d like to assign, please contact your organisation’s portal administrators as they may need to adjust visibility settings or create the required enrolment access.
Note: If one of your members leads their own team, you’ll see a 'View team' link next to their name. Clicking this takes you to that person’s version of the Teams tab, showing data for their team. To return to your own team view, use the 'Back to my team' button.
Viewing a team member's profile in the Members tab
When you click on a team member, it will redirect you to a profile page containing important information about them.
This includes a list of panels that can be expanded. These include:
Account (the member's basic details such as name, email, team, etc.)
History (enrolment based)
Certificates
Roles
Continuing Education
External Training
Settings (The settings panel here allows you to subscribe the member to learner and team leader reports, if they should be receiving these)
What's in the History tab?
What's in the History tab?
In this area, you can quickly review all training assigned to members of your team. You can review due dates, training status and - importantly - select any overdue module and send an email reminder to that team member.
You can search and filter your team's enrolments, as well as download a spreadsheet of results.
History filters
Enrolments in the Team History tab can be filtered by type, progress, status, certification, and category.
