Ability to Remove Training for Managers

Prior to this enhancement, it was not possible for managers to remove training they had assigned to their employees from their employees' transcripts. The intervention of an administrator was needed to remove the training from the user's transcript.

With this enhancement, managers can be granted the ability to remove training they assigned to their employees from their employees' transcripts. These abilities are permission-based.

FAQ

Q: How does this functionality differ from the existing Remove Training permission?

A: The existing Remove Training permission, when granted to a user, gave that user the ability to remove training from any user in the system. If the permission was assigned to a manager, that manager was not limited to removing training only from their employees. The new Remove Assigned Training from Transcript permission only allows managers to remove training from the transcripts of their own employees.

Q: What is directly-assigned training?

A: Directly-assigned training is defined as training that a manager has individually assigned to a user themselves, using the Assign option. Training assigned through tools like the Learning Assignment Tool is NOT considered directly-assigned training.

Q: Can training with a due date be removed?

A: Yes, training with a due date can be removed.

Q: Can any emails be triggered by training self-removal?

A: No, there are no emails triggered when a user removes self-requested training from their own transcript.

Q: Does this feature give managers access to the Removed tab of their employees' transcripts?

A: No, only administrators will continue to have access to the Removed tab of users' transcripts.

Q: Can managers remove training from their employees' transcript via other system locations, such as Learner Home?

A: No, managers can remove training from their employees' transcripts via the Transcript page only.

Considerations

The following considerations apply to this functionality:

Training Type Considerations

The following training types are supported for manager removal:

  • Curricula
  • Events and sessions
  • External content
  • External training
  • Libraries
  • Materials
  • Online classes
  • Online content
  • Quick courses
  • Tests
  • Videos

The following training types are NOT currently supported for manager removal:

  • Assessments
  • Certifications
  • Programs and cohorts

Note: It is NOT possible for administrators to modify which training types are eligible for manager removal.

Training Status Considerations

Training must be in the following training statuses in order for managers to remove it from their employees' transcripts:

  • All statuses within the Not Started category
  • All statuses within the In Progress category

Training in the following training statuses CANNOT be removed from employee transcripts by managers:

  • All statuses within the Completed and Completed Equivalent category (i.e. Equivalent, Exempt, Expired, Discontinued, Not Activated, etc)

Note: It is NOT possible for administrators to modify which training statuses are eligible for manager removal.

For more information about which training statuses are included in each category: See Transcript Status Groups for Reporting.

Implementation

This functionality is enabled by default in all portals using the Learning module, but managers must be assigned the relevant new permission in order to have the ability to remove assigned training from employees' transcripts.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Remove Training - Directly Assigned

Allows a manager to remove directly-assigned training from their employee's transcript. This permission can be constrained by the following criteria:

  • User's Direct Subordinates
  • User's Direct Reports
  • User's Self
  • Employee Relationship
  • User's Subordinates
  • User Self and Subordinates
  • User's Defined OUs
Learning

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Bio About - View

Enables user to view the Bio page for users within their permission constraints. This permission must be enabled to view the Transcript page within Universal Profile. If a user does not have this permission and they click a person's name or user photo within the Universal Profile, then the Bio page will not open.

On the Learner Home page, this permission also allows end users to view the Completions & Hours field, the training sidebar, and the Continue Learning carousel.

This permission can be constrained by Employee Relationship, OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. Note: For security purposes, this permission is constrained to User Self and Subordinates by default. However, the permission constraints can be modified to allow users to view the Bio About page for other users.

Universal Profile
View Transcript Item Grants ability to view details of learning objects that appear on the transcript (training record), by clicking on the name of the learning object. Users must also have the Bio About - View permission in order to access the transcript within Universal Profile. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, or User's Self. This is an end user permission. Learning - Administration