Pending Requests Report

This report displays outstanding training requests to be approved. Deferring a request will send the request to the next person in the approval chain for that employee.

This report is only available for users who are an approver in an approval workflow.

Design Note: An updated interface is available for this page, which can be enabled by administrators in Feature Activation Preferences. With the new design, the functionality of the page is unchanged.

To access this report, go to Reports > Standard Reports > Track Employees > Pending Requests.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Approve Training by Approver Grants ability to approve training requests of those for whom the user is the designated approver. Learning
Approve Training by Cost Center Approver Grants ability to approve training requests of those for whom the user is the designated cost center approver. Learning
Approve Training by Manager

Grants ability to approve training requests of those for whom the user is the designated manager.

Note: Delegating this permission only applies when "Manager" is designated in the Approval Workflow. If the Approval Workflow contains a custom employee relationship - even if the Manager happens to fill that role - the approval will not flow to the delegate.

 Learning
Employee Transcripts - Manager/Approver Access

Grants access to transcript (training record) screen of those for whom user is designated manager, approver or cost center approver. System administrators can access all user transcripts from this page. Link to this screen appears under Standard Reports/Track Employees. This is a manager/approver permission. This permission can be constrained by Employee Relationship and User's Direct Subordinates.

Note: The Employee Relationship constraint allows administrators to constrain the permission to a user’s custom employee relationship. For example, an administrator can select to restrict the Matrix Manager relationship to viewing user data for users who have that Matrix Manager indicated on their user record.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee

Approve/Defer/Deny Requests

  • Approve - Click this icon to approve the request.
    • If the Delegate the approval process of external training to user's manager option is selected for a certification to which a user submits an external training item, when a manager approves completion of the external training from the Pending Requests page, the manager is automatically taken to the Evidence Needed Approval page.
  • Defer - Click this icon to defer approval to the next person in the approval chain for the employee.
  • Deny - Click this icon to deny the request.
  • Certification Requests - This option is available for certifications that require approval. Click the icon to open the Pending Requests for Certifications page. See Certification Requests - Managers.

Session Approve/Defer Attempt After Registration Deadline

When acting on a session approval request, approvers are prevented from approving or deferring a session request when the session registration deadline has passed. This applies to both traditional classroom and virtual classroom sessions but is not applicable to vILT sessions.

Note: Deferring requests is only available in portals for which it is enabled by a backend setting.

The request will need to be denied on the View Pending Requests page.

If you are attempting to approve the request on the Approve Request page, a message displays to indicate that the registration deadline has passed for the session and that it is too late to approve the request and it also cannot be deferred. The request will need to be denied on the View Pending Requests page. The user can then request or be assigned to another session.

For sessions that require more than one approval level, all approval levels must approve a request prior to the registration deadline, or the request cannot be approved (i.e., Manager Approver approves the request before the registration deadline, but Indirect Manager Approver does not. The request cannot be approved).

External Training Within a Certification

  • If an external training is in a status of Completed (Evidence Needed) and is associated with a certification that has external training approval delegated to a user's manager, the external training appears in the Pending Requests report with the Type set as Certification Approval. Note: External Training requests for certifications only appear in the Pending Requests report if the Delegate the approval process of external training to user's manager option is selected for the certification.
  • If an external training request for certification appears in the Pending Requests report, the Type for the request is set as Certification Approval. These external training items appear in the Pending Requests report after they receive completion approval or if they do not require completion approval.
  • If the Delegate the approval process of external training to user's manager option is selected for a certification, the manager can still approve the external training and approve the application of the training to the certification. Once an external training is approved for a certification, any changes to the external training that are made by the administrator or the user are not applied to the external training within the certification.
  • If the Delegate the approval process of external training to user's manager option is selected for a certification, the certification owner or the user's manager can approve the application of the external training to the certification. If either the certification owner or the user's manager approves or denies the external training request, then that request no longer appears to the other approver.