> ## Documentation Index
> Fetch the complete documentation index at: https://help.skillsdb.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Analyze Training
> Learn how to monitor your team's training activity and approvals, and use the Training Matrix to track skill training dates and coverage across your org.
**Quick Summary:** The Training section gives managers two views for monitoring team training activity. All Activity shows a combined table of learning plan items and training approval requests. The Training Matrix shows a skill-by-person grid with training dates and statuses. Use both views to track progress, identify gaps, and manage training records directly.
# 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.
All three views complement each other. Use All Activity for a unified feed, the Training Matrix for coverage and gap analysis across skills, and the Career Overview for a high-level progress snapshot on a single career. 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.
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**
| Tab | What it shows |
| ------------------ | ------------------------------------------------------------------------------------- |
| **Direct Reports** | Training activity for your immediate direct reports only |
| **My Org** | Training activity across your full reporting organization, including indirect reports |
**Columns**
| Column | Description |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| **Name** | The team member's name and email address |
| **Training** | The title of the learning resource or training item |
| **Labels** | Labels applied to the resource. Shown for Learning Plan items only |
| **Type** | Whether the row is a **Learning Plan** item or a **Training Approval** |
| **Status** | The current status of the activity (see status reference below) |
| **Assigned By** | For Learning Plan items: who assigned the resource. For Training Approvals: who submitted the request |
| **Started** | For Learning Plan items: the date the employee started the resource. For Training Approvals: the date the approval was requested |
| **Completed** | For Learning Plan items: the date the employee completed the resource. For Training Approvals: the date the approval was approved |
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**
| Status | Color | Meaning |
| --------------------- | ------ | ------------------------------------------------------------------------ |
| **Awaiting Approval** | Yellow | A training approval has been submitted and is waiting for manager action |
| **Pending** | Yellow | Activity is pending and has not yet been started or actioned |
| **In Progress** | Blue | The employee is actively working through this resource |
| **Not Started** | Gray | The resource has been assigned but the employee has not yet started |
| **Completed** | Green | The resource has been completed by the employee |
| **Approved** | Green | The training approval has been approved |
| **Rejected** | Red | The training approval has been rejected |
**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.
***
## 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**
| Tab | Who is included |
| ------------------ | ------------------------------------------------------------------- |
| **Direct Reports** | Your immediate direct reports only |
| **My Org** | Your full reporting organization, including indirect reports |
| **All** | All employees across the organization (available to administrators) |
**Reading the Training Matrix cells**
Each cell in the matrix shows one of the following:
| Cell content | Meaning |
| --------------------------------- | ------------------------------------------------------------------------------------- |
| Date + **green badge** | Training has been recorded and approved for this person and skill |
| Date + **yellow badge (Pending)** | A training approval request has been submitted and is awaiting review |
| Date + **red badge** | The training approval has been rejected |
| **Expiring Soon** badge | The training date is approaching the expiration threshold configured for this skill |
| **Expired** badge | The training date has passed the expiration threshold |
| **NA** | This skill is not assigned to this person's Career — no training date can be recorded |
| **—** (dash) | The skill is assigned to this person but no training date has been recorded yet |
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.
**Note:** Only skills belonging to a Career with the **Training Dates** setting enabled will appear in the Training Matrix. If a skill or Career is missing from the matrix, the Training Dates setting may not be enabled for that Career. Contact your administrator to enable it.
**Filtering the Training Matrix**
**Quick toggles** (available above the matrix):
| Toggle | Effect |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **Earliest Training Dates** | When a person has multiple training records for the same skill, shows only the earliest date. Useful for confirming initial training completion |
| **Has Training Date** | Hides skill rows where no team member has a training date recorded, focusing the matrix on skills with active training |
| **Inactive Users** | Includes or excludes inactive employee accounts from the matrix columns |
**Builder filters:**
| Filter | Selection type | Description |
| -------------- | -------------- | ------------------------------------------------------------------------------------------ |
| **Role** | Single-select | Filter by Career. Only Careers with the Training Dates setting enabled appear in this list |
| **Department** | Multi-select | Filter by one or more departments |
| **Division** | Multi-select | Filter by one or more divisions |
| **Region** | Multi-select | Filter by one or more regions |
| **Label** | Multi-select | Filter by one or more skill labels |
**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:
| Section | What it shows |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Stat Cards** | High-level metrics for the career — for example, number of people assigned, percentage of skills approved, number of expired or expiring records |
| **Team Progress Preview** | A compact progress bar per team member showing where they stand against the career's training requirements |
| **Progress by Section** | Progress breakdown grouped by the sections defined on the career, so you can see which sections are on track and which lag |
| **Progress by Label** | Progress breakdown grouped by skill labels applied on the career, useful for slicing by topic, regulation, or program |
| **Mini Training Matrix** | A condensed Training Matrix preview showing training dates for the career's skills — select **View Full Matrix** to open the full view |
| **Expert Matrix Preview** | A summary of people flagged as Experts (or holders of other skill flags) on the career's skills |
**Note:** The Career Overview automatically reflects the career's configuration. Sections, labels, and flag types only appear if the career uses them. Training-related components depend on the **Training Dates** setting in Career Settings — disable that setting and the overview reverts to the standard career view.
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# Common Questions
A Learning Plan item represents a learning resource — such as a course, video, or article — that has been assigned to or added by an employee. A Training Approval is a request to record a training date against a specific skill in an employee's Career. Both appear together in the All Activity table so you can monitor all training in one place. See Training Approvals for more detail on the approval workflow.
Only skills that belong to a Career with the **Training Dates** setting enabled will appear in the Training Matrix. If a skill or Career is missing, the Training Dates setting has not been enabled for that Career. Administrators can enable this setting from the Career management page.
NA means the skill in that row is not assigned to that person's Career. Training dates in SkillsDB are tied to a person's Career assignment, so a training date cannot be recorded for a skill that is not part of their role. If this looks incorrect, verify the employee's Career assignment with your administrator.
The Direct Reports tab shows only your immediate direct reports and the My Org tab shows your full reporting organization. If an employee is missing, verify they report to someone within your reporting chain. The **All** tab (available to administrators) shows all employees regardless of reporting structure.
The All Activity view is for monitoring purposes only. To review and action pending training approval requests, use the Training Approvals page accessible from the sidebar. From the Training Matrix, you can also select a person's cell to open their training record panel and manage entries directly.
In the Training Matrix, select the cell for the person and skill you want to update. This opens a panel where you can manage their training records for that skill. You can also use the Training Approvals page to approve submitted requests, which records the training date against the relevant skill.
When a person has multiple training records for the same skill, the matrix may display all of them. Enabling the **Earliest Training Dates** toggle collapses multiple records to show only the earliest date per person per skill, giving you a compact view of when each person first completed training for a given skill.
Yes. The export includes all columns, including those hidden in the default table view such as Employee ID, Employee Email, Manager Name, and Manager Email. This makes the export useful for cross-referencing with other HR systems.
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# Related Articles
Understand how training approval requests are submitted and reviewed
View skill grades and gap data across your team in the Skills Matrix
Assign and manage learning resources for your team members
How training expiration dates are calculated and displayed
Browse all training resources available in your organization's library
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# Need Help?
If you run into any issues or have questions, reach out to your organization's SkillsDB administrator or contact [SkillsDB Support](https://www.skillsdb.com/support).