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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.

Both views are accessed from the same page. You can view data scoped to your direct reports or expand to your full reporting organization. Administrators have an additional All scope in the Training Matrix 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.

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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 Column Chooser button in the top navigation bar 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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Common Questions

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