csu learn user's guide for managers table of contents learn user's guide for... · table...

CSU Learn User's Guide for Managers For basic information on using CSU Learn, please review the CSU Learn User’s Guide. The CSU Learn for Managers guide will cover

functions accessible only to Appropriate Administrators.

Table of Contents

Using the Managers Dashboard

Sharing and Assigning Training

Proxy Relationship for Appropriate Administrators

Selecting a Proxy

Deactivating a Proxy Relationship

Deleting a Proxy Relationship

Frequently Asked Questions

Can I assign training to my direct reports?

What kind of training can I assign to my direct reports?

How can I see what training my direct reports have completed?

Are student employees required to take training?

Why can’t I see a direct report on my manager’s dashboard?

How will I be notified of my direct report’s overdue training?

Who should I contact if I have additional questions?

SSU Learning and Development | [email protected] CSU Learn For Managers 4.2020

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mailto:[email protected]

Using the Managers Dashboard

Upon logging into CSU Learn, click the “My Team” icon in the top left corner.


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Click on “Manager Dashboard”


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Your Manager Dashboard will open. Here you will see a snapshot of your team’s training.


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Managers can view their direct reports (“users”) by scrolling down or by searching for a specific direct report.

Managers can also click the down arrow on “Select” to see more information, such as their direct report’s training transcript, or click

“Incomplete” to view the direct report’s incomplete training.


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Managers can search for learning activities to assign to their direct reports, and also quickly view direct reports with past due training.


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Sharing and Assigning Training

SSU employees can access more than 75,000 online lessons, videos, e-books, and classes through the CSU Learn Library. All of these resources

can be shared with others users, and most can be assigned to direct reports by Appropriate Administrators.

Navigate to the Library using the icon on the CSU Learn Homepage


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Users can search for content by clicking on the Library Icon in the light blue toolbar at the top of CSU Learn homepage and browsing content

categories, or by using the magnifying glass icon for a general search.

Note: Content under the category “CSU’s Professional Development” cannot be assigned, but it can be shared.


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To share, click the share icon.


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Copy the link within the pop-up box into an email or other communication.


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To assign a course to direct reports, click on the down arrow within the blue “Select” box and then “Manage Assignments” from the drop down

menu.


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Click “Add.”


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Select the direct reports you would like to assign training to.


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Choose the assignment setting for the training: • Recommended or required • Start date (“today” is recommended) • Priority (optional, can left at “None”) • Due Date (“Within __ Days” is recommended)

Then click “Apply to Selection,” then “Done.”


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The assignment is complete and their information will now appear in the “Manage User Assignment” section. The direct report(s) will receive an email notification of the training and see it in their “Assigned Learning” within CSU Learn.


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Proxy Relationship for Appropriate Administrators

Selecting a Proxy

Log into CSU Learn and click the “Self” icon in the top left corner.


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From the “Self” menu, select “Proxy Relationships.”


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Click “New” in the Proxy Relationships toolbar.


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Click “Browse” to search for individuals.


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Enter the first and/or last name of the person and click the magnifying glass.


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Select the desired user and press “OK.”


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Select the desired length of the proxy relationship.

Proxies may be activated indefinitely or for a specific period of time. The second option may be useful for managers who will be away from the

office for a specific time.


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The newly-added proxy will appear on the “Proxy Relationships” page. A start and end date will be listed if the proxy was chosen for a specific

time period.


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Deactivating a Proxy Relationship

Select the proxy to be deactivated and click “Edit.”


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On the Proxy Relationship menu, select “Inactivate Proxy Indefinitely.”


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The Proxy Relationships page will confirm the updated status and display the proxy’s status as “Inactive.”


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Deleting a Proxy Relationship

Select the proxy to be deactivated and click “Remove.”


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Click “Continue” to remove the proxy.


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The Proxy Relationships Page will confirm the removal of the proxy.


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Frequently Asked Questions

Can I assign training to my direct reports?

Yes, Appropriate Administrators are able to assign professional development training to their direct reports through the CSU Learn library. All

compliance-based, required training will be assigned by Learning and Development. For instructions on how to assign or share training with

direct reports, see Sharing and Assigning Training above.

What kind of training can I assign to my direct reports?

Appropriate Administrators are able to assign most of the content held within the CSU Library to their direct reports. All compliance based

training, including Environmental Health and Safety training, is assigned and tracked by Learning and Development, and appropriate

administrators do not have the ability to assign it on their own. More information on what is considered “compliance based” can be found at the

CSYou Compliance Training for CSU Employees page (log in may be required).

How can I see what training my direct reports have completed?

AAs can view training completed by direct reports two ways- by using the Manager’s Dashboard (see Using the Managers Dashboard above) or

by requesting a copy of the direct report’s transcript. Every user has the ability to print or convert their transcript to a PDF. Instructions on how

to do so are available in the CSU Learn User’s Guide available on the HR training website.

Are student employees required to take training?

Yes, student employees are required to take compliance-based training, as directed by the Chancellor’s Office or SSU departments. Training

assigned to students via CSU Learn is based on their employment status and will not impact their status as a student.

Why can’t I see a direct report on my manager’s dashboard?

The direct report may hold more than one position on campus and have their other Appropriate Administrator listed as their primary AA within

the CSU Learn system. If you cannot see one of your direct reports, please reach out to [email protected] for assistance.


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https://csyou.calstate.edu/Divisions-Orgs/HR/spd/compliance-training/Pages/default.aspx



How will I be notified of my direct report’s overdue training?

Appropriate Administrators will be notified of overdue compliance-based training by Learning and Development at several points throughout the

year. AAs are responsible for following up with their direct reports and ensuring completion of training in a timely manner.

Who should I contact if I have additional questions?

Any additional questions or concerns should be directed to Learning and Development at [email protected].


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