The My Team page or Manager Homepage provides managers real-time insights into 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.
Note: This feature is available for use in Vault Training only. The My Study Team Page offers a similar option in Study Training.
Feature Dependencies
The My Team page requires that:
- Manager groups are enabled in your Vault in Admin > Security Settings > Manager Groups.
- Learners’ Person records are populated with their Manager.
Additionally, we recommend enabling this feature in tandem with Training Matrix Visualization, so that Managers can view more detailed information about a Learner’s progress within their training matrix.
Enablement Overview
To enable the My Team page:
- Navigate to Admin > Configuration > Tabs and edit the My Team tab such that its Status is Active. If desired, update the label to fit your organization’s requirements. If you relabel this tab, we also recommend updating the page label in Admin > Configuration > Pages.
- If your Vault is configured to use Tab Collections for Training, add the My Team tab to the desired collection(s).
- Review your Vault’s security configuration for Training functionality. To use the My Team page, managers must be assigned a permission set with the below permissions.
About Organizational View
The My Team page’s organizational view allows managers to view Learner assignment data from the perspective of your organization’s Learner and Manager hierarchy. When a manager toggles the page’s Show Entire Organization button, they can view their direct and indirect teams’ training progress.
For example, Nicole has three direct reports, Nancy, Nia, and Niles. Nancy also has direct reports, Niell and Norman. Nicole can view training information for direct team members Nancy, Nia, and Niles, then toggle the Show Entire Organization button to view information for Nancy’s reports (indirect team members) Niell and Norman. If Norman becomes a manager to new team member Ned, Nicole can click through all the Learner cards down the hierarchy, including Ned.
Vault automatically manages the organizational view using Manager Position and Manager Position Delegate records that it creates and maintains with a series of jobs:
- When a Person record with a Manager is created or updated, the Quality Manager Chain Checker Job locates these instances by comparing Person records with existing Manager Position and Manager Position Delegate records, then creating, updating, or deleting those records accordingly.
- The Quality Manager Chain Retagging Job subsequently ensures all impacted direct and indirect reports’ records are properly tagged within the Vault’s transactional data.
Both jobs are active by default; the checker job runs every two hours, and the retagging job runs every hour. You can adjust these intervals according to your organization’s requirements.
Additionally, both jobs’ owners are set to “System” by default. We recommend updating the Job Owner to a Training Admin group or other recipient(s) whom Vault should notify in the event of job failures. These can occur when they encounter circular reporting chains, where one member of a hierarchy is configured as reporting to someone lower in the hierarchy:
Limitations
The My Team page only displays assignment counts for:
- Assignments Vault creates as part of the Learner’s training matrix, according to the assignment’s Creation Source field. The My Team page does not count Training Assignments created as a result of Direct Assignment or Self-Enrollment.
- Learners who are Vault users, according to their Person record.
- The My Team page does not count assignments for Learners with the Person is not a Vault user field selected. This is because Vault only counts Training Assignment records with a Manager Group assigned to the Direct Manager role. Vault does not create or populate Manager Groups for Learners without a User record.
- Assignment counts exclude Learners who are not Vault users. Additionally, these Learners cannot receive nudges.
Related Permissions
To use the My Team page, Managers must be assigned a permission set with the below permissions.
Additionally:
- When your Vault’s security configuration includes custom or matching sharing rules, Managers must have Read access to their own Person record, as well as the Person records of any of their direct reports.
- To view related Training Assignment data in a report, the manager must also be assigned to the Direct Manager role in an assignment’s Sharing Settings.
Note: Assigning these permissions to a non-Manager allows that user to access the My Team tab, but does not display any data to them. For example, an “All Learners” permission set assigned to Managers and non-Managers means Vault only displays Learner data to the Managers, or users who are indicated as a Direct Manager on their direct report’s Person record.
| Permission Label | Permission |
|---|---|
| Objects: Assignment Details | Read |
| Objects: Media: Object Permissions: Image | Read |
| Objects: Nudge Detail | Read |
| Objects: Nudge Details User Input | Read |
| Objects: Person: Object Field Permissions | Read for the following object fields: ID Image Manager Name Training Eligibility Status User ( vault_user__sys) |
| Tabs: My Team | View Note: If this tab is configured in a Tab Collection, Managers also require View access to that collection. |
| Pages: My Team Page | View |