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How do I view my learners as a manager or team leader?

Team Leaders (managers) can view the profiles of their team members to review their training progress and outcomes.

Lou Monsour avatar
Written by Lou Monsour
Updated this week

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?


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

Training

The Training 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. Clicking any of the numbers in the table opens a filtered report showing the specific training items behind that figure.

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?

The Members tab lists each of your team members, along with a summary of their training item statuses, last login, and custom fields.


Click on any team member's name to view their detailed profile.

Each team member’s record shows how many training items are overdue, completed, and incomplete. Select any of these numbers to open a filtered report listing the specific training items.

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 two members, and 'Support' for another.

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:

  • History (enrolment based)

  • Certificates

  • Roles

  • Continuing Education

  • External Training

  • Account (the member's basic details such as name, email, team, etc.)

  • Settings

    • From here, you can subscribe the member to learner and team leader reports (if they should be receiving these).

    • You can also customise the member’s landing page, which is the first page they see when they log in.

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.


History icons

Each entry in the History tab contains an icon highlighting the learner's current progress in the relevant enrolment.

The meaning of these icons is listed below:

  • Green circle= Unexplored

  • Blue ring= Exploring

  • Green tick= Completed

  • Warning sign= Overdue

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