If you have direct reports listed in UCPath, you will automatically be given access to the manager role. That role will give you access to not only your own learning activities, but you will also be able to view the status of learning activities for your direct reports. See the FAQ: I am a supervisor and need to update my listed direct-reports.

The following videos are provided by UC Systemwide Talent Management and Staff Development and are general to the UC system. Your experience may differ slightly based on local customization of certain features.

• Navigation Features

  NEW - New Navigation Guide with changes from the July 2021 Upgrade

  Tour the overall navigation options and menus.
• Manager Dashboard

  Learn about the features of the manager dashboard such as exception reports.
• Register Others for an Activity

  Learn how to register direct reports or viewable users for an activity.
• View Assigned Activities of a Direct Report or Viewable User

  This video will demonstrate how to view a direct report or viewable user's training analysis page.
• View the Transcript of a Direct Report or Viewable User

  This video will demonstrate how to view a direct report or viewable user's transcript.
• View the Schedule of a Direct Report or Viewable User

  This video will demonstrate how to view a direct report or viewable user's training schedule.
• Team Compliance Dashboard

  Managers and Learning Coordinators* have access to the Team Compliance Dashboard. Once logged into the UC Learning Center, go to the Self > Dashboards > Team Compliance Dashboard menu and then select from the following reports:

  • Systemwide Required Training – Percentage by Status Crosstab
  • Systemwide Required Training – Percentage by Status Bar Chart
  • Systemwide Required Training – Nearing Due or Expiration Date
  • Systemwide Required Training – Overdue or Expired
  • All Required Training – Nearing Due or Expiration Date
  • All Required Training – Overdue or Expired

  The crosstab and bar chart reports offer a quick visualization of your team or organization’s compliance metrics with assigned systemwide training. 

  The nearing due or expiration date and overdue or expired reports will provide a detailed list of your direct reports or viewable users who are due to complete or retake assigned trainings – choose from either strictly the systemwide training report or all required training reports.

  NOTE:

  • Data is refreshed nightly at ~4-5am. Training completions from the current day will display tomorrow.
  • At this time, reports in this dashboard can only be exported in a printable format. Click the printer icon to open the report in a new window where you can print it or save as PDF based on your browser settings.
  • *Similar to the Manager Dashboard, by default only data for direct reports will be displayed. To include all the viewable users you have access to, click the cog icon and under the Direct Report (of logged in user) filter select both the True and False options.
• Advanced Reporting

  Managers may pull attendance, required training status, and recharge reports for their direct reports and/or viewable users. Basic instructions are below and a detailed guide is available for download.

  1. Go to: Self > Reporting > Advanced Reporting
  2. In the folder structure on the left, navigate to: UC_PROD > Custom > Reports > UC Locations > UCR
  3. Click on a report name to open it
  4. Click the Options icon (upper left-of-center list icon) to adjust pre-set report filter settings (i.e., Input Controls). When done click OK.
     1. Attendance report filters include: Attendance Status, Attempt End Date, and Activity Type
     2. Recharge report filters include: Activity Name, Primary Organization (or Department), Registration Status, and Activity Start Date
     3. Required Training Report filters include: Activity Name, Requirement Status, and Primary Organization (or Department)
  5. If needed, click on a column heading to find tools to sort, format, or further filter the report. For example, filter the full name column to a single user or filter the activity name column to activities with a key word in the title.
  6. To export the report click the Export icon (upper left document with arrow icon with drop down menu) and choose a file format. Open or save file as needed.

  Manager's Guide to Advanced Reporting