SF Learning User Guide | Supervisor's Guide

Below are key terms to help you manage learning for your team in SuccessFactors Learning.

Assign | (for online self-paced courses) When you assign a course to an employee, it lets the employee know these are courses you want them to attend or take.

Remove | (for online self-paced courses) When you remove a course from an employee, it lets the employee know you no longer want them to attend that course.

Register | (for live scheduled courses) When you register a course to an employee, it lets the employee know you signed them up for a specific scheduled course.

Withdraw | (for live scheduled courses) When you withdraw an employee from a course, it lets the employee know you no longer want them to attend that scheduled course.

As a supervisor, you will be able to view information about your employees via the "My Team" tile.

• From the SF Learning home page, click on the "My Team" tile.
• If you have multiple employees reporting to you, you must select the employee you want to review.

After clicking on "My Team" you will navigate to the "Learning Plan" page. On this page, all employees that report to you are displayed in the column on the left. The first employee’s learning assignments are automatically displayed.To view other employee learning assignments, click the appropriate name in the column on the left.

There are two ways to assign and remove learning to an employee.

The first way is located under "Learning Plan."

• Start by selecting the employee you want to assign learning to and click the three dots next to their name.
• When the pop-up box appears, click “Assign Learning.”
• To remove learning assignments, click the drop-down arrow to select "Remove."

The second way to assign and remove learning to an employee is on the "Manager Links" tile.

• Locate the "Manager Links" tile on the right of the "Learning Plan" page and click "Assign/Remove Learning."
• Once on the "Assign/Remove Learning" page, click either "Assign Learning" or "Remove Assigned Learning."
• Once both the appropriate course and employee are selected, click "continue" to assign or remove. After clicking "continue" you will be prompted to confirm details and click either "Assign Learning" or "Remove Learning" to submit.
• Once submitted you will receive either the message "Successfully Assigned" or "Successfully Removed" on the following page.

There are two ways to register a course to an employee.

The first way is located under "Learning Plan."

• Start by selecting the employee you want to register the course to and click the three dots next to their name.
• When the pop-up box appears, click “Register Employee.”

The second way to register a course to an employee is on the "Manager Links" tile.

• Locate the "Manager Links" tile on the right of the "Learning Plan" page and click "Register/Withdraw."
• Once on the "Register /Withdraw Employees" page, click "Register Employees."
• After clicking "Register Employee" you will navigate to the "Register Employees for Class" page.
• First select the appropriate class by clicking the "add" button.
• After selecting the appropriate class, you will then be prompted to select the appropriate employee
• Once both class and employee are selected, click "continue."
• After clicking "continue" you will be prompted to confirm details and click "Register Employees" to submit.
• Once submitted you will receive the message "Successfully Registered" on the following page.

• To withdraw an employee from a course, locate the "Manager Links" tile.
• The "Manager Links" tile is on the right of the "Learning Plan" page.
• Click "Register/Withdraw." Once on the "Register/Withdraw Employees" page, click "Withdraw Employees."
• After clicking "Withdraw Employee" you will navigate to the "Withdraw Employees from Class" page.
• First select the appropriate class by clicking the "add" button. After selecting the appropriate class, you will then be prompted to select the appropriate employee.
• Once both class and employee are selected, click "continue."
• After clicking "continue" you will be prompted to confirm details and click "Withdraw Employees" to submit.
• Once submitted you will receive the message "Successfully Withdrawn" on the following page.