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Overview

The Training section in the manager view provides two complementary tools for understanding and managing training across your team:

• All Activity — a flat table that combines all learning plan activity and training approval requests for your team members. Use this view to see what resources people are working through, monitor the status of training approvals, and identify who has completed or is still working on a specific training item.
• Training Matrix — a skill-by-person grid showing training dates and statuses at a glance. Use this view to see coverage across your team, identify expired or expiring training, filter by role or department, and manage individual training records directly from within the grid.
• Career Overview — a per-career dashboard for managers that surfaces training progress, expiration warnings, stat cards, progress breakdowns by section and label, a mini training matrix, and an Expert matrix preview. The Career Overview appears for any career that has Training Dates enabled in Career Settings.
• Overall Training Status — an all-careers dashboard that aggregates training progress across every career with Training Dates enabled. It surfaces stat tiles (Focus, Training Expirations, People Behind Target, People On Track), a Team Progress list, progress breakdowns, and links to the all-careers Training Matrix by Label and Expert Matrix.

These views complement each other. Use All Activity for a unified feed, the Training Matrix for coverage and gap analysis across skills, the Career Overview for a high-level progress snapshot on a single career, and Overall Training Status for the cross-career picture. Administrators have an additional All scope in the Training Matrix and on Overall Training Status that covers all employees.

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Navigating to Training

To access the Training section select Training from the left sidebar navigation under the Team section. The page opens in the All Activity view by default. To switch to the Training Matrix, select the All Activity breadcrumb at the top of the page and choose Training Matrix from the dropdown. To open the Career Overview for a specific career, navigate to Team > Skills, select the career you manage, and open its overview page. The Career Overview is the default landing view for a career when Training Dates are enabled in Career Settings.

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Using the All Activity View

The All Activity view combines two types of training records into a single table:

• Learning Plan — items from your team members’ personal learning plans, including resources assigned by you, an administrator, or added by the employee themselves
• Training Approval — training requests submitted against specific skills in your team members’ Careers

Both types appear together, giving you a unified view of all active and historical training in one place. Tabs Columns Additional columns — Employee ID, Employee Email, Manager Name, and Manager Email — are available but hidden by default. Use the Display button to show or hide them. Status reference Filtering All Activity Use the filter bar above the table to narrow results by one or more values:

• Name — Filter by employee name
• Training — Filter by training resource title
• Type — Filter by activity type: Learning Plan, Training Approval, or both
• Status — Filter by one or more status values

Filters can be combined. To clear all active filters, select Reset in the filter bar. Exporting All Activity To export the All Activity table to Excel:

1. Select Export in the top right of the page.

SkillsDB downloads a file named All_Training_Activity_{date}.xlsx containing all rows currently visible in the table, respecting any active filters.

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Using the Training Matrix

The Training Matrix is a pivot-style grid that displays training dates and statuses for your team’s skills. Each row represents a skill and each column represents a team member. The cell at the intersection of a row and column shows that person’s training record for that skill. Use the Training Matrix to:

• See at a glance which team members have training recorded for each skill
• Identify expired or expiring training that needs attention
• Filter to a specific role, department, or division to focus on a subset of your team
• Open and manage individual training records directly from within the grid

Tabs Reading the Training Matrix cells Each cell in the matrix shows one of the following: Expiration badges take priority over status badges when both apply. If a training record is both approved and expiring, the cell shows the expiration indicator rather than the green approved badge. Filtering the Training Matrix Quick toggles (available above the matrix): Builder filters: Managing a training record from the matrix You can open and manage an individual training record directly from within the Training Matrix without leaving the page. To open a training record:

1. Select any cell in the matrix for the person and skill you want to manage. NA cells cannot be selected.

A panel opens on the right side of the page showing that person’s training records for the selected skill. From this panel, you can view existing training entries and manage them. Exporting the Training Matrix To export the Training Matrix to Excel:

1. Select Export in the top right of the page.

SkillsDB downloads a file named Training_Matrix_{date}.xlsx. The export reflects the current view, including any active filters. Cells are exported as the training date if the record is approved, a dash if the skill is assigned but no date has been recorded, and NA if the skill is not assigned to that person.

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Using the Career Overview

The Career Overview is a per-career dashboard for managers that appears when Training Dates are enabled on a career in Career Settings. It gives you a single landing page with everything you need to understand training progress on that career without stitching together multiple reports. Open the Career Overview by navigating to Team > Skills, selecting the career, then opening its overview page. The overview is composed of several sections, each independently useful:

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Using the Overall Training Status Dashboard

The Overall Training Status dashboard aggregates training progress across every career that has Training Dates enabled, so you can monitor your whole organization’s training in one place instead of opening each career’s overview separately. Open the dashboard by navigating to Team > Skills > Overall Training Status. Scope tabs Filtering by org structure Next to the scope tabs, the Filter menu lets you narrow the dashboard to specific parts of your organization. You can filter by any org structure attribute: Business Unit, Division, Country, Region, State, City, Site, Building, Department, Team, Shift, and Title. Filters follow these rules:

• Selecting multiple values within one attribute matches people who belong to any of the selected values. For example, selecting Site 1 and Site 2 under Site includes people at either site.
• Selecting values across different attributes narrows the results further. For example, Department is Engineering combined with Site is Site 1 includes only Engineering people at Site 1.
• Filters narrow the people within your selected scope tab. A filter never shows people outside your Direct Reports or My Org scope.

When you apply a filter, every number and section on the dashboard updates — the stat tiles, Team Progress, and the progress breakdowns. The filter also sticks as you navigate: it carries into the Full Report, the Training Matrix by Label, the Expert Matrix, the breakdown pages, and the stat tile dialogs. The selection is stored in the page URL, so refreshing the page or sharing the link preserves the filter. The same org structure filter menu appears inside each stat tile dialog. If you open a tile dialog while a filter is active, an active filter chip (for example, Site is Site 1) appears in the dialog’s filter bar. Removing the chip — from the dialog or from the dashboard — clears the filter everywhere at once, and all tiles and dialogs return to the unfiltered view.

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Common Questions

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