Using the PeopleSoft Fluid Interface To Manage Team Objectives

This topic describes how to use the PeopleSoft Fluid Interface to assign and review objectives for your team members.

This section discusses on the pages used to manage team objectives.

Page Name

Definition Name

Usage

Manage Team Objectives Page

LM_MSS_HM_FL

Access the Manage Team Objectives homepage to assign and review the objectives for the team.

Assign Objectives

LM_MSS_TEAM_FL

Search for team members and assign objectives for them.

Review All Objectives

LM_MSS_TEAM_OBJ_FL

Review ongoing and completed objectives for the team members.

User Access

User Role

Access

Learning Manager Fluid

Provides access to the Manage Team Objectives tile.

Use the Manage Team Objectives page (LM_MSS_HM_FL) to assign and review the objectives for your team members.

Navigation:

Manager Self Service > Manage Team Objectives

This example illustrates the fields and controls on the Manage Team Objectives page.

Manage Team Objectives home page

Manage Team Objectives Pages

The Manage Team Objectives page provides the following actions for the logged-in manager:

  • Assign Objectives

  • Review All Objectives

If the manager does not have any direct reports, then all the actions on the Manage Team Objectives homepage are disabled.

Use the Assign Objectives (LM_MSS_TEAM_FL) page to select the team members (learners) and assign objectives for them.

Navigation:

Manager Self Service > Manage Team Objectives > Assign Objectives

The Assign Objectives page allows the managers to assign objectives to their team members through a four step guided process:

  1. Select Team Members

  2. Select Objectives

  3. Select Date and Proficiency

  4. Review and Confirm

Use the Previous and Next buttons to navigate through the steps. Also, the steps of the activity guide are displayed in a horizontal layout below the page header. You can select the step name to go to the corresponding step. A colored step number and step name indicates the step the manager is working on.

Select Team Members

Use the Select Team Member (LM_MSS_TEAM_FL) page to view a list of your direct reports and select one or more team members to assign objectives.

This example illustrates the fields and controls on the Select Team Members page.

 Select Team Members (Step 1 of 4 - Assign Objectives AG)

This page displays all your direct reports and provides an option to view their directs (if any) by clicking on the n Directs link below the profile photo of your direct report. User can only view their directs and direct reports of those directs (next level). Expand the Find Team Member section to narrow the search for your team members. Select one or more team members from the Team Members grid and click Next button to go to the Select Objectives page.

Note: The manager should select atleast one team member to proceed to the next step.

For more information on the Team Members page, see Add Learning – By Team Members.

Select Objectives

Use the Select Objectives page (LM_OBJV_ADD_OBJ_FL) to view and assign the objectives for your selected team members.

This example illustrates the fields and controls on the Select Objectives page.

 Select Objectives (Step 2 of 4 - Assign Objectives AG)

This page displays all the available objectives for the team members. You can narrow down your search by entering a search keyword. The managers can search for and select one or multiple objectives.

Note: The manager should select atleast one objective to proceed to the next step.

Field or Control

Description

Objective

Enter a keyword to search for required objectives.

Search Icon

Click to view results of your searches.

Clear Search

Click to clear the search text entered in the Search By field.

Search Results

Each search result row displays the objective title, the number of learnings associated with the objective (across all learning environments), and the description of the objective. Select the objective title to view the details in a modal window. Details include the objective code, the learnings that meet the objective, and the proficiency associated with the learning.

Select check box(Select All) or (Select) check box

Select the check box in the header to select all the rows. Select the check box corresponding to each row to assign that objective for the selected team members.

Sort icon

Click to sort the rows by Objective Title, or Number of Courses or Programs. A colored sort icon button indicates that you have specified one of these grid sorts.

Select Date and Proficiency

Use the Select Date and Proficiency page (LM_OBJV_DT_PROF_FL) to assign completion date and proficiency for the selected objectives.

This example illustrates the fields and controls on the Select Date and Proficiency Page.

 Select Date and Proficiency (Step 3 of 4 - Assign Objectives AG)

This page displays the selected objectives and allows managers to assign a completion date and proficiency for these objectives

Field or Control

Description

Required

Select to mark the objective as required. The default option is not required.

Completion Date

Select Calendar icon to set the completion date for the objective.

Note: If multiple objectives are selected in the previous step, the system displays a message if the same date should be auto filled for rest of objectives.

Proficiency Required

Select to add a proficiency for the objective.

Note: This field is displayed only for objectives with a rating model.

Review and Confirm

Use the Review and Confirm page (LM_OBJV_REVIEW_FL) to review and confirm your team members and the assigned objectives.

This example illustrates the fields and controls on the Review and Confirm Page.

 Review and Confirm (Step 4 of 4 - Assign Objectives AG)

This page displays the selected team members and the selected objectives. Click Previous to go back to previous steps and update the team members or objectives. Click Confirm to save your selection and go to the Confirmation page. The system displays a warning if the objective is already assigned to the team member.

Field or Control

Description

Modify Team Member

Click to go to the Select Team Members step and modify the team members.

Modify Objective

Click to go to the Select Objectives step and modify the objectives.

Modify Proficiency

Click to go to the Select Date and Proficiency step and modify the completion date or proficiency.

Confirmation

Use the Confirmation page (LM_MSS_CONFIRM_FL) to view the team members (learners) and their assigned objectives.

This example illustrates the fields and controls on the Confirmation Page.

 Confirmation (Assign Objectives)

This page displays the learners and the assigned objectives under the Objectives Assigned section. Each row under this section displays the photo of the team member, the team member's name and job title, and the name of the objective. Select the objective name to view the details.

The manager can also perform the following actions from this page:

Use the Review All Objectives (LM_MSS_TEAM_OBJ_FL) action to search for your team members and review their learning objectives.

Navigation:

  1. Manager Self Service > Manage Team Objectives > Review All Objectives

  2. Search your team member from the Team Members page.

  3. Select the Select Chevron icon button for the corresponding team member row, to go to the Objectives page.

Team Members page

Use the Team Members page (LM_MSS_TEAM_OBJ_FL) to search for your team members.

This example illustrates the fields and controls on the Team Members page.

 Team Members page (Review All Objectives)

The Team Members page displays all your direct reports and provides an option to view their directs (if any) by clicking on the <n> Directs link below the profile photo of your direct report, where n is the number of team members. Click the link to drill down and have the page display a list of this person’s direct reports. When managers drill down into the reporting hierarchy, breadcrumbs appear above the Team Members grid to show the management hierarchy from the user to the currently displayed group of employees. Select a person’s name in the breadcrumbs to navigate back to that person’s list of direct reports. When managers view their own direct reports, no breadcrumbs appear. The managers can only view their directs and direct reports of those directs (next level).

Expand the Find Team Member section to narrow the search for your team members. Click the Select Chevron icon button for the corresponding team member row, to go to the Objectives page.

Objectives page

Use the Objectives page (LM_OBJV_MGR_FL) to review the learning objectives (current and completed) for your team members.

Managers can use the Current Objectives page to view the ongoing objectives for the selected team member, see who assigned the objective, delete or modify objectives, and search for learnings that satisfy the objectives and register or enroll your team member to the learning. (The Assigned By field identifies the source of the assignment, which can be a person or a system.) You can also assign a new objective. Managers can view the learning progress of their direct reports (team members) and team members of their directs (one level only). The Completed Objectives tab displays the objectives that are completed by the team member.

For more information, see Manage Objectives Page.