Managers User Guide For Legacy TLC Users

If you are upgrading from a Legacy site to our new user interface, this guide includes a quick look at some of the manager functions.

Assign Course(s) to an Employee

To schedule courses or exams, do the following:

Select Learning Curriculum from the Manager Dashboard.

Learning Curriculum will show four tabs of Courses for your employees including:

• Required
• Recommended
• Overdue
• Completed 

Each section will house an Individual Course list assigned to your employees based on the Status.

Select Add New to schedule new course assignments.

The pop up will provide the list of library courses that can be selected to assign using the checkboxes.

Use the Search bar to search for additional courses. Selected courses to be assigned will populate on the right side. Scroll down to move on to Select Employees.

Next, indicate the Employees that are being assigned the course(s) by selecting the checkboxes. Search for additional employees using the Search bar. Selected Employees will populate on the right side and can be removed if changes need to be made. Scroll down to move on to Select Due Dates.

If the course is already assigned to the selected employee, a notification will populate indicating this. Select a Due Date or new Due Date if needed.

Mark the selected course as Required using the checkbox to the right of the course title.

*Please Note: Overwrite Options will allow you to Overwrite existing course assignments for employees selected, potentially allowing the ability to overwrite completed course records. Most commonly, No Overwrites would be selected.*

Select Assign Course(s) or use the Back icon to make changes.

Confirmation will be received indicating that the selected courses have been assigned to the employees.  

View Training Schedule(s) for Employee(s)

You can view an employee’s Training, as it appears to that employee in TLC.

To view an employee’s Training plan, do the following:

1. Select Employees from the Admin menu.
   
2. The list of employee records appears. Select the employee whose Training Plan you want to view, then click Profile on the toolbar. The employee’s Training Plan will open in a new window or browser tab.
   
   

View an Employee's Training History

You can generate a printable training history for any employee. This provides a concise snapshot of the employee’s completed course and exam history for the selected period of time. Alternatively, you may also want to export the employee’s training information.

To generate a printable training history:

1. Select Employees from the Admin menu.
   
2. The list of employee records appears. Select the employee for which you want to obtain the history, then click History on the toolbar. 
   
3. Enter the range of dates for which you want to obtain the employee's history, then click OK.
   
4. The employee's training history for the selected period appears.
   
   
5. To print the history, click Print on the toolbar. 

Run a Basic Report

To run a basic report:

1. Go to your Administrator page (this is the page that you see first when you log into TLC).
2. Click on the Admin Menu, the Reports. The Basic Reports screen appears. 
   
3. Select a report from the BASIC REPORTS drop-down list on the toolbar. The selected report will appear within a few seconds (depending on the report selected).
   
4. To print the report, click Print on the toolbar. The report data opens in a new window, and a Print dialogue box appears. Make any necessary changes to your print settings, then click Print to print the report. 
5. Once you’ve generated a report, you can export it for printing or for use in another application. Select the report from the BASIC REPORTS drop-down list. The report data appears.
   

If you want to reduce the amount of data shown to just specific information, click the Filters checkbox, then specify the filter column and criteria (i.e., the choices in the filter column drop-down list). Click Export on the toolbar.

When the data type screen appears, click Export.

Run an Advanced Report

Advanced Reports automatically filter results and limit the display to just to the employees you are responsible for.

To run an advanced report:

1. From the Administrator page (the page seen when first logging into TLC), click on the Admin Menu, then Reports. The Basic Reports screen appears.
   
2. Click the arrow next to Basic Reports, and select Advanced Reports. 
   
   
   
3. Select the report you want to run from the ADVANCED REPORTS drop-down list.
   
4. Use the report’s filtering criteria to refine the report to the specific data you want to display. From each drop-down, use the checkboxes to select one or more values for each field. *Please note* that the fields and available values will vary, depending on the report you have selected. Click View Report to generate the report.
5. Once you’ve generated a report, you can export it for printing or for use in another application. Click the disk icon and select the format from the drop-down.
   
   
6. To save your selections as a new report for future use, click Save on the toolbar. When prompted, enter a name for the new report, then click Update.
   
   
7. The new report can be accessed from the Advanced Reports drop-down list.