Track Employee Progress Using the Team Training Tool

Managers can view their team’s training progress directly on the dashboard through Team Training. This tool also allows managers to send messages (if subscribed), print certificates, and export information to Excel for reporting purposes.

1. Select Team Training on your dashboard.

2. Set the activity period. Use the Month and Year drop-downs to specify the beginning of the activity period. Then, select the timeframe for which you want to see results.

3. Enter the course title, or choose the drop-down option to select a course.

Enter an employee, job classification, business unit, or select one using the drop-down option.

4. Select the Search button to see a graphical display of your employees’ progress.

5. For a detailed view of the data in this graph, choose the List View tab at the bottom of the screen. This will show you the individual employee data.

6. The Action button allows you to send messages (if subscribed), print certificates, and export information to Excel for reporting purposes.

Reports Using the Team Training Tool

In the Team Training tool, you can Export your data to Excel.

Select Action - Export to create an Excel spreadsheet containing all training records displayed in your Team Training search results.

1. To export training information, the first step is to select the records to export.

a. To select all records, choose the top checkbox.
b. To choose specific records, select the checkboxes beside each individual training record.

2. Choose Action – Export

Some clients prefer to include all available values in the export, then to sort, manipulate, and delete extra information in Excel afterwards. You may find it easiest to export just the following recommended values:

i. Display Name
ii. Employee Role
iii. Course (and Course Alias if for a course not delivered through iTacit)
iv. Start and End Dates
v. Status
vi. Grade

3. Select the Download Exported Values button.

4. Your export is downloaded to your computer. If you are not prompted to open the file, you should be able to access it in your Downloads folder.

The columns of information in Excel can easily be rearranged, sorted, and paired down to meet your reporting needs. For example, you could sort based on Status to see those who have completed a course, have not started (Enrolled), or are In Progress.

Select Action – Export as Cross Tab to create an Excel spreadsheet containing all training records grouped by employee. This document will show all employees in your search results, as well as their training progress in each course.

1. To export training information, the first step is to select the records to export.

a. To select all records, choose the highest checkbox.
b. To choose specific records, select the checkboxes for each individual training record.

2. Choose Action – Export as Cross Tab

Selecting this option will automatically download the export to your computer. If you are not prompted to open the file, you should be able to access it in your Downloads folder.

This Excel spreadsheet that has a row for each employee, with the columns as the course results. You can see if the employee has Completed the course, is In Progress, or is Enrolled. If the cell is empty, it means that the employee has not been assigned that specific course.