How can I collaborate within PolicyPartner?
PolicyPartner administrators will find assistance with the collaboration feature in the below guides, including creating and publishing a collaboration. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if needed. Collaboration – Create: Refer to this guide for steps to collaborate in … Continue reading “How can I collaborate within PolicyPartner?”
How do I add training to an employee that was completed outside of Vision?
To add training for an employee that was completed outside of Vision, follow the below steps to enter the training as an ‘Other Training Record’ on the employee’s transcript records: 1. From the New Admin Experience application, click Administration >> Employees. 2. Search and click on the employee’s name to open their employee profile. 3. Click … Continue reading “How do I add training to an employee that was completed outside of Vision?”
When is the deadline for updating my Locations and Unit Counts each month?
It is important that all clients update their Locations and Units counts in the Data Manager by the 25th of each month, as these numbers are what you’re billed off of when Grace Hill generates your monthly invoices. An email is sent out a couple of weeks prior to the deadline as a friendly reminder to all … Continue reading “When is the deadline for updating my Locations and Unit Counts each month?”
How do I pull a report of courses assigned to each position?
There are two (2) areas of the system where you can quickly and easily pull information for the listing of courses assigned by position: 1.) From the Reporting application > Admin Quick Reports > Training Assignment by Position Report 2.) From the New Admin Experience application > Administration > Positions > Position Assignments Summary button. … Continue reading “How do I pull a report of courses assigned to each position?”
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?”