How do I create an individual assignment for an employee?

Follow the below quick steps to learn how to create an individual assignment for an employee. From the  New Admin Experience application, click Administration >> Employees. Click on the employee’s name you’d like to make an assignment for. Next, select the Assignments tab and click the Add Assignment(s) button. Search and select the checkbox next to the course … Continue reading “How do I create an individual assignment for an employee?”

What roles can I assign and what does each one do?

The roles within Vision are organized into two (2) categories – Organizational Roles and Learning Management Roles.  Depending on your Vision Tier (Silver, Gold or Platinum), you’ll have role options available for employees and/or positions.  Please note, multiple roles from both categories can be assigned.  Below are the descriptions of each role available: Organizational Roles: … Continue reading “What roles can I assign and what does each one do?”

Can I delete/remove an employee from our records?

Employees cannot be fully removed from the system, but their accounts can be inactivated.  Complete the below steps to inactivate an employee: From the Admin Console, click on ‘Applications‘ at the top right-hand corner of the screen. Select the ‘Data Manager‘ application. Select the ‘Employees‘ tab, then select the ‘Current‘ tab. Find the employee to … Continue reading “Can I delete/remove an employee from our records?”

Data Manager: Employees

The Data Manager is critical to the success of your training program – without updated data, everything from your assignments to your reporting could be skewed. Adding accurate employee data and maintaining that data’s integrity is a critical component to running a successful training program.

Why can’t my Managers and Regionals view their employees in the Learning Center?

If your managers or regionals do not have access to the New Admin Experience application to view their team(s) information, then the Manage Team role would need to be enabled for the individual. Complete the below steps to enable the role: From the New Admin Experience application, click Administration >> Employees. Search and click on the manager’s name … Continue reading “Why can’t my Managers and Regionals view their employees in the Learning Center?”

How do I change an employee’s role(s)?

An employee’s role(s) can be changed from the New Admin Experience application at any time.  Complete the below steps to change a role for an employee: Once logged into Vision, system administrators will land on the New Admin Experience Dashboard. From the left navbar, click Administration >> Employees. Find the needed employee and click on … Continue reading “How do I change an employee’s role(s)?”

Data Manager: Employee-Location-Position (ELP) Data Sheets

In this video you’ll learn how to populate information on the Employee, Location and Position (ELP) Data Sheets used for importing information into the Data Manager. If you have any issues importing any of your ELP Data Sheets, please use the below Tips and Checklist to ensure your data was entered properly in the Excel … Continue reading “Data Manager: Employee-Location-Position (ELP) Data Sheets”