1. Learner and Manager Roles Module 2 1

2. SLMS Primary Administrator Training Learner Tasks 2

3. SLMS Home 3

4. SLMS Catalog Search From the menu pagelet on the home page, select Search Catalog. 4

5. SLMS Catalog Basic Search Note the search categories: Activities, Catalog Items, Programs, and All. 5

6. SLMS Catalog Advanced Search 6

7. SLMS Browse Catalog 7

8. The catalog is organized by category. Click on the General Workplace Skills Category. 8

9. SLMS Browse Catalog After you click the General Workplace Skills link, another page will display the list of related subcategories as well as any Catalog Items associated to General Workplace Skills. You can scroll down the page to review them. Click the Communications link in the Related Categories section. 9

10. SLMS Browse Catalog Click the MBTI Leadership Program (n_GWS-ILT-008) link in the Catalog Items section. 10

11. SLMS Browse Catalog Some Catalog Items may not have any current Activities scheduled. In this case, the system will tell you that no Activities are available for the selected Catalog Item. To return, click the Browse Catalog link. 11

12. SLMS Catalog Search From the menu pagelet on the home page, select Search Catalog. 12

13. SLMS Catalog Basic Search From this page, you can search the Catalog by Activity, Catalog Item, Program, or all three. Click in the Search the Catalog field. 13

14. SLMS Catalog Search Enter “Ethics” into the search text box and click on the Search Activities button. The search function will return all the activities avail- able to you with the word “Ethics" in the title or the description. In addition, the searched word can be linked to a catalog item as a keyword, even though it is not in the title or description. 14

15. SLMS Enroll in Activity From the search results page, click on the Enroll link for the Ethics Overview. 15

16. SLMS Enroll in Activity 16

17. SLMS Enroll in Activity On the Enroll in Activity page, review information and click on the Submit Enrollment button. 17

18. SLMS Enroll in Activity 18

19. SLMS Enroll in Activity If no approval is required, you will receive a message telling you that you have successfully enrolled in the Activity. 19

20. SLMS Search for Programs 20

21. SLMS Search for Programs Click the Programs search category. 21

22. SLMS Search for Programs Leave the search field blank and click the Search Programs button to bring up a list of all available Programs. 22

23. SLMS Search for Programs If there are Programs available for registration, they will appear on this page. You will be able to click on a Register link for that Program. 23

24. SLMS All Learning 24

25. SLMS All Learning The All Learning page shows all of your learning activities. From here, you can view details about the Activity/Program or drop the Activity/Program. 25

26. SLMS Drop Activity Click the Drop button for the Activity or Program you wish to drop. 26

27. SLMS Drop Activity A new page will appear, asking if you are sure you want to drop the Activity or Program. Click the Drop button to finalize. 27

28. SLMS Drop Activity After clicking the Drop button, you will receive confirmation that you have successfully dropped the Activity or Program. 28

29. SLMS Supplemental Learning 29

30. SLMS Supplemental Learning Click the Type drop- down list. 30

31. SLMS Supplemental Learning Choose which Supplemental Learning type you want to add. Click the Conference/ Forum list item. 31

32. SLMS Supplemental Learning Click the Continue button. 32

33. SLMS Supplemental Learning This page allows you to enter the details for the Supplemental Learning you are adding. 33

34. SLMS Supplemental Learning Notice the Status drop-down list. The asterisk (*) indicates a required field. 34

35. SLMS Supplemental Learning Complete this information and be sure to click the Save button. 35

36. SLMS Supplemental Learning After clicking the Save button, you will be notified that you have successfully added your Supplemental Learning. 36

37. SLMS Supplemental Learning The supplemental learning event you entered now shows up in All Learning with a status of Pending Approval. 37

38. SLMS Learning Plans From the SLMS home page, click on Main Menu, then Self Service, Learning, and Learning Plans. 38

39. SLMS Learning Plans 39

40. SLMS Learning Plans Click the Details link for the Learning Plan you want to manage. 40

41. SLMS Learning Plans The Learning Plan Details page will appear. From this page you can view details of the items in your plan (if any) or you can add new learning to your plan, to be completed in the future. 41

42. SLMS Learning Plans Click the Add New Learning to Plan link. 42

43. SLMS Learning Plans Search the catalog for the activity you want to add to your learning plan. Enter the desired information into the Search the Catalog field, and click the Search Activities button. 43

44. SLMS Learning Plans Click the Add To Plan link next to the activity you want to add. 44

45. SLMS Learning Plans Click the OK button. 45

46. SLMS Learning Plans You can now see the activity you want has been added to your Learning Plan. Click the Add New Learning to Plan link to continue. 46

47. SLMS Learning Plans Click the Medium list item to change the priority for this item on your learning plan. 47

48. SLMS Learning Plans Click the Save button to finalize the changes to your learning plan. 48

49. SLMS Primary Administrator Training Manager Tasks 49

50. SLMS Team Members From the Main Menu, navigate to Team Learning and click on the Team Members menu. 50

51. SLMS Team Members The Team Members page provides a list of all your direct reports. Click on a team member’s name for profile information. 51

52. SLMS Team Members Click the Return to Previous Page link. 52

53. SLMS Team Members Items pending manager approval will be listed in the Pending Approvals section. 53

54. SLMS Team Members To take action on a pending approval, select the team member and click the Approve or Deny button. 54

55. SLMS Team Members 55

56. SLMS Team Members 56

57. SLMS Team Members On the Team Members page a manager can take an action for several team members at one time. 57

58. SLMS Team Members Use the Select All link to select all the learners listed. 58

59. SLMS Team Members Clicking on a checkbox will deselect a learner. Select the desired action from the drop-down list and click Go. We will not enroll the learners in this example. 59

60. SLMS Team Learning On the Team Learning page, managers can view a list of learning activities that their team members are enrolled in and programs for which they are registered. From the Main Menu, navigate to Team Learning and click on the Team Learning menu. 60

61. SLMS Team Learning Managers can also enroll and drop team members from learning activities and programs, or modify supplemental learning requests. 61

62. SLMS Team Learning The Search Filter can be used to filter the display on the page. 62

63. SLMS Team Learning To enroll a direct report in an activity from the Team Learning page… 63

64. SLMS Team Learning click on the Enroll button to the right of the learner’s name and the activity information. 64

65. SLMS Team Learning Similarly, to drop a learner from an activity, select the Drop button. 65

66. SLMS Team Learning SLMS provides an opportunity for you to change your mind. 66

67. SLMS Team Learning 67

68. SLMS Team Learning Plans From the Main Menu, navigate to Team Learning and click on the Team Learning Plans menu. 68

69. SLMS Team Learning Plans Notice that each team member automatically has a learning plan assigned called My Learning Plan. Neither you nor the team member can delete the default learning plan. 69

70. SLMS Team Learning Plans To view a particular learning plan for a team member, click on the name of the plan. 70

71. SLMS Team Learning Plans 71

72. SLMS Team Learning Plans Following the same steps an individual learner would follow to add learning to a learning plan, click on the Add New Learning to Plan link. You will be guided to search the catalog to find programs, catalog items or activities to add to your team member’s plan. 72

73. SLMS Team Learning Plans 73

74. SLMS Team Learning Plans Don’t forget to click the Save button. 74

75. SLMS Enrolling Team Members To search for and enroll team members in learning activities, catalog items, or programs, navigate to Team Learning and click on the Search Catalog menu. You can also browse the catalog to find learning for team members. 75

76. SLMS Enrolling Team Members The search results are similar to the results an individual learner would see. Select the Enroll link for Basic Math Skills 101 (BMS-101). 76

77. SLMS Enrolling Team Members Select the Enroll button next to the desired activity. 77

78. SLMS Enrolling Team Members The next screen will require you to select one or more team members to enroll in the selected activity. 78

79. SLMS Team Learning From the Main Menu, navigate to Team Learning and click on the Supplemental Learning menu. 79

80. SLMS Supplemental Learning As a manager you can add supplemental learning to a team member’s transcript. Select the team member from the Team Members list. 80

81. SLMS Supplemental Learning Follow the steps you would follow as a learner. 81

82. SLMS Supplemental Learning 82

83. SLMS Supplemental Learning To approve supplemental learning for a team member, return to the Team Learning page. Dolores has a submitted a supplemental learning request. Click on the Modify button. 83

84. SLMS Supplemental Learning Review the request. 84

85. SLMS Supplemental Learning Scrolling down the screen, click on the Approve or Deny buttons. We will approve Dolores’ request. 85

86. SLMS Supplemental Learning Returning to the Team Learning page, we can see the status of the request has been updated. 86

87. SLMS Supplemental Learning Guidelines for Approval All supplemental learning must be approved by the learner’s manager. 87

88. SLMS Supplemental Learning Guidelines for Approval Consider – How your agency currently manages employee training If your agency wants employees to enter their own supplemental training 88

89. SLMS Supplemental Learning Guidelines for Approval It is important that your agency develop policies concerning what type of training is acceptable to add to the learners transcript. Ensure that your process for entering supplemental learning results in accurate recording of the learning. 89