About the My Team Page

The My Team page or Manager Homepage provides managers real-time insights into both their direct and indirect teams’ training progress. With a quick glance, managers can evaluate both individual and overall team performance without relying on a central Training Admin team. Managers can also send nudges, or personalized messages, to remind or encourage team members to complete their training.

Accessing the My Team Page & Organizational View

You can access the My Team page (Manager Homepage) via the My Team tab. This tab may appear with a different label depending on your Vault’s configuration.

The Learners you see on this page are members of your direct and/or indirect teams.

• A direct team member is any Learner who reports directly to you. By default, the My Team page displays your direct team.
• Indirect team members are any Learners who report to either a direct team member, or another indirect team member. Toggle the Show Entire Organization button in the upper right corner of the page to view training information for all Learners below you in your reporting structure.

For example, Nicole has three direct reports, Nancy, Nia, and Niles. Nicole also has indirect reports via Nancy: Neil and Norman are Nancy’s direct reports. Nicole can view training information for direct team members (Nancy, Nia, and Niles), then toggle the Show Entire Organization button to view information for indirect team members Niel and Norman. If Norman becomes a manager to new team member Ned, both Nicole and Nancy can click through all the Learner cards down the hierarchy, including Ned.

If you do not see any Learner or assignment data, the Learners you expect to see are not associated with you via their individual Person records, you are ineligible for training, or you do not have the correct Person object field permissions.

Assignment Status & Learner Cards

The top of the My Team page includes the Overdue, Due Soon, and Due Later Assignment cards.

To filter the Learner cards by these statuses in the panel below, select one or more Assignment cards. You can also use the Eligible Learners or Ineligible Learners tabs to view only Learners of that type, based on their Person record’s Training Eligibility field value.

Learner cards are styled with red (overdue), yellow (due soon), and green (due later) indicator bars adjusted by size, relative to the number of open Training Assignments displayed for that status.

Individual Learner Pages

When you click a Learner card, Vault displays detailed information about that Learner’s open and completed assignments.

On an individual Learner page, you can:

• Use the Open, Completed, or All tab to quickly filter by that assignment status, as well as apply filters within each tab.
• Send a nudge directly to the Learner from the page’s Actions menu.

Additionally, when Training Matrix Visualization is enabled, click the Training Matrix tab for an illustrated depiction of the Learner’s training matrix in a single view.

Exporting Training Data

You can generate a PDF or CSV export of a Learner’s training records from any tab within the Learner’s page. To do this, apply any relevant filters, then select Export to PDF or Export to CSV from the upper right-hand export drop-down menu.

Nudges

A nudge is a message sent to one or more Learners, to remind or prompt them to complete their open Training Assignments. To encourage training compliance, nudges automatically include a link to the Learner Homepage.

When you send a nudge:

• Learners receive a Vault notification and Vault email with your personalized subject line and message. When you send a nudge to more than one Learner, individual recipients are not aware of the other recipients included in the nudge.
• Vault logs pertinent message details in a Nudge Detail record, including the subject, body, recipients, and sender.

Sending a Nudge

To send a nudge:

1. Select Learners in bulk using the quick-filtering + Select All or Deselect All buttons, or individually select one or more Learners by hovering over their Learner card and clicking Select.
2. Click the Nudge icon.
3. In the Nudge dialog, Vault populates all Learners selected in Step 1 in the Recipients field. Here, you can remove or re-select Learners.
4. Enter a Subject and Message, then click Send.

Vault sends the nudge to the selected Learners and saves the information in a corresponding Nudge Detail record.

Training Change Requests

When Training Change Request is configured in your Vault, you can view and compare up to 20 of your direct reports’ Learner Role assignments, then submit a Training Change Request to update the Training Matrix accordingly.

Generally, this feature allows Managers to:

• Select and view your direct reports in a matrix-style comparison grid, to visually identify any training gaps or inconsistencies within the team.
• Clone one team member’s Learner Role assignments to one or more other team members. This is useful for onboarding new team members or transitioning team members to a different role.
• Track updates in real time within the page’s Matrix Change Items section.

This alternative entry point for submitting change requests can be useful in organizations where Managers are responsible for managing the Training Matrix for their direct reports, or they prefer to use the My Team page in lieu of creating Training Change Requests and Matrix Change Items manually for certain requests.

See Training Change Request for details on how to submit other types of requests, for example creating a new Learner Role.

Comparing Learners & Submitting Change Requests

To compare your direct reports’ role assignments and submit a change request:

1. Within the My Team page, ensure the Show Entire Organization toggle is off, then select the Eligible Learners tab. This feature is supported for training-eligible, direct reports only. See additional limitation details.
2. Select up to 20 reports individually by hovering over their card and clicking the checkbox, or use the Select All button.
3. Click the Training Change Request button.

Vault loads the Training Change Request grid:

Within the grid, you can:

• Adjust the selected Direct Reports and/or Learner Roles . Selectable records are those already in your Vault. See additional details on requesting new matrix records.
• Update individual Learner and role assignments by checking or unchecking the boxes for a given pairing. As you make your selections, Vault highlights any updates with a blue dot and summarizes the updates in the Matrix Change Items panel.
• Hover over a Learner’s name and click to clone that Learner’s role assignments to one or more other Learners in the current view. Once you Apply the clone, Vault overrides any previous selections.
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• Use the grid’s Actions menu to View Training Change Requests. This action opens a new browser tab with all Training Change Request records in the Vault which you are permitted to view. You may need to adjust the grid view to include additional relevant fields such as Description, Training Change Implementation Date, Request Owner, and Lifecycle State.

Once you’re satisfied with your selections, populate the Description and Justification panels with the relevant details, then click Submit. Depending on your Vault’s configuration, you may be required to start a workflow, or Vault starts one for you.

To view all Training Change Request records at any time, select the View Training Change Requests action from the Actions menu.

About Training Change Request Workflows

Training Change Request functionality within the My Team page is delivered with a standard placeholder workflow that your organization can update with custom configurations.

When this workflow does not include any custom configurations:

• Vault creates a Training Change Request in the Initiated state, and related Matrix Change Items with a “Ready to Implement” Implementation Status.
• The change request record remains in the Initiated state until the Manager or other user starts a workflow. When your organization follows the recommended configuration, this is the “TCR: Send to Training Administrator” workflow used for the TCR feature generally.

Managers can view all change requests and their statuses at any time via the My Team page’s View Training Change Requests action.

Limitations

The My Team page’s assignment counts exclude those for Learners who are not Vault users. Additionally, the page does not count assignments created outside of a Learner’s matrix. See Setting Up the My Team Page for more information.

The My Team page does not properly display training records when your organization’s Person records include a circular reporting chain.

Training Change Request Limitations

Training Change Requests submitted from the My Team page are limited to:

• Updates to Learner (Person) and Learner Role associations only. Managers can request other supported Training Matrix updates using the standard Training Change Request feature.
• Up to 20 direct reports who are eligible for training. This feature is not supported within the page’s Ineligible Learners tab, nor in organizational view for indirect reports.
• Up to 100 Learner Roles configured for standard enrollment. Training Change Request does not support updates to Learner Roles enabled for Dynamic Enrollment.

Related Permissions

See Setting Up the My Team Page for the permissions required to use this feature.