Options
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What it Does
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What Triggers it / What Conditions are there
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Employees |
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All Employees |
Displays direct (employees who directly report to the manager) and indirect reports (employees under direct employees.) This settings influences the left-hand menu bar: Messages, Calendar, and Manager sections. |
- Direct reports have the manager who is logged into the system in their Student File > Contact Info Page > Job Details Tab - Manager Field.
- Indirect reports are 3 levels down from the manager logged into the system. |
Direct
Reports Only |
Displays direct reports only (employees who directly report to the manager.) This settings influences the left-hand menu bar: Messages, Calendar, and Manager sections. |
Direct reports have the manager who is logged into the system in their Student File > Contact Info Page > Job Details Tab - Manager Field. |
Class History |
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All Records |
Displays all courses taken records of the employees under the manager logged into the system in the Home Page > Manager > History. It pulls the employee information from each student's Home Page > My Record > History section. |
All courses taken records display without a filter for this option as long as the employee has a record in his/her student's Home page > My Record > History section. |
Current Year
Only |
Displays all courses taken records of the employees under the manager logged into the system in the Home Page > Manager > History for the 'Current Year' only. It pulls the employee information from each student's Home Page > My Record > History section. |
Displays courses taken records where the 'Date Completed' is equal to the 'Current Year' as long as the employee has a record in his/her student's Home page > My Record > History section. |
Programs |
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All Records |
Displays all program records of the employees under the manager logged into the system in the Home Page > Manager > Programs. It pulls the employee information from each student's Home Page > My Record > Program section. |
All program records display without a filter for this option as long as the employee has a record in his/her student's Home page > My Record > Program section. |
Currently In
Progress Only |
Displays all program records of the employees under the manager logged into the system in the Home Page > Manager > Programs that are 'In Progress.' It pulls the employee information from each student's Home Page > My Record > Program section. |
Displays programs records where the 'Progress' is NOT equal to 100% in the student's Home page > My Record > Program section. |
Credentials |
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All Records |
Displays all credential records of the employees under the manager logged into the system in the Home Page > Manager > Credentials. It pulls the employee information from each student's Home Page > My Record > Credentials section. |
All credential records display without a filter for this option as long as the employee has a record in his/her student's Home page > My Record > Credential section. |
Expiring This
Year Only |
Displays all credential records of the employees under the manager logged into the system in the Home Page > Manager > Credentials that are 'Expiring' this year. It pulls the employee information from each student's Home Page > My Record > Credential section. |
Displays credential records where the record is 'Completed' and the 'Date Expires' field equals to the 'Current Year' in the student's Home page > My Record > Credential section. |
External Classes |
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All Records |
Displays all external class records of the employees under the manager logged into the system in the Home Page > Manager > External Classes. It pulls the employee information from each student's Home Page > My Record > External Classes section. |
All external classes records display without a filter for this option as long as the employee has a record in his/her student's Home page > My Record > External Classes section. |
Current Year
Only |
Displays all external classes records of the employees under the manager logged into the system in the Home Page > Manager > External Classes for the 'Current Year' only. It pulls the employee information from each student's Home Page > My Record > External Classes section. |
Displays external classes records where the 'Date Requested' is equal to the 'Current Year' as long as the employee has a record in his/her student's Home page > My Record > External Classes section. |
Tuition Assistance |
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All Records |
Displays all tuition assistance records of the employees under the manager logged into the system in the Home Page > Manager > Tuition Assistance. It pulls the employee information from each student's Home Page > My Record > Tuition Assistance section. |
All tuition assistance records display without a filter for this option as long as the employee has a record in his/her student's Home page > My Record > Tuition Assistance section. |
Current Year
Only |
Displays all tuition assistance records of the employees under the manager logged into the system in the Home Page > Manager > Tuition Assistance for the 'Current Year' only. It pulls the employee information from each student's Home Page > My Record > Tuition Assistance section. |
Displays tuition assistance records where the 'Date Requested' is equal to the 'Current Year' as long as the employee has a record in his/her student's Home page > My Record > Tuition Assistance section. |