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User Guide HETI Online - Manager Last updated : 13 August 2014 by eHealth LMS

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Page 1: elearning.schn.health.nsw.gov.au · fields and click Run Note: % is wildcard for ‘All’ value. Action: Use this button to: • Run a report on Mandatory training for subordinates

User Guide

HETI Online - Manager

Last updated :

13 August 2014 by eHealth LMS

Page 2: elearning.schn.health.nsw.gov.au · fields and click Run Note: % is wildcard for ‘All’ value. Action: Use this button to: • Run a report on Mandatory training for subordinates

2

HETI Online – Manager Interface

Manager Tasks

A Manager Role will automatically be assigned based on your StaffLink Assignments

should you have any direct/indirect reports assigned to you.

In addition to the Learner Role, you will be able to:

• View outstanding training for you and your direct/indirect reports

• Manage Team related tasks

• Approve Learning Requests

• Access approx. 10 reports that will give you the status of your teams learning activities

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HETI Online – Manager Interface

Purpose:

This document describes and introduces the Manager Interface of HETI Online.

Product:

HETI Online is the new State-Wide learning management system delivering various

forms of learning at a State and Local Health District level.

Audience:

All NSW Health Manager Employees.

Security:

Each user must log into HETI Online using their StaffLink ID and Password.

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How is Training Assigned?

Training requirements can be assigned to users in 3 ways. The targeting

of these training requirements are based on StaffLink User, Position and

Organisational data. This ensures that right staff are doing the right

training at the right time.

The 3 methods of assignment are:

• Mandatory (Red Flag): Training requirements that are assigned as

part of the State-wide Mandatory Training Policy.

• CE Directive (Blue Flag): Training requirements that are assigned as

part of a local CE Directive.

• Assigned (Orange Pin): Training requirements that are assigned

locally by direction of a manager.

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HETI Online – Manager Interface

Manager – My Team view (default screen)

Action: Use this button to:

• View Current Learning

• View Learning History

• View External Learning

• Enrol the Learner into

courses and pathways

Outstanding training for

direct/indirect subordinates

including Status and Due

Date (listed in date

ascending order)

Status of current learning:

• Not Attempted

• Incomplete

• Initial

• Expired

Progress Bar with traffic

light indicators for your

direct/indirect subordinates

course completions.

Note: This reflects the

correct position selected

above if you have more

than one position.

Links: Click user to

view their details or

click the + to view

subordinates

Action: Use this button to:

• Review and Approve

learners training

requests

Action: Use this button to:

• Run a report on

Mandatory training for

subordinates

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HETI Online – Manager Interface

Manager - Approval Management

Requests for Authorised

Training will be sent to

direct line Manager for

review.

Action: Use this link to:

• To view and approve

both internal and

external training

requests from your

team.

Action: Click to view the

request in detail.

Utilised Advanced Search to

locate specific requests.

Action: Use this link to:

• Quickly Approve, Decline

and/or Request Further

Information.

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HETI Online – Manager Interface

Manager – Review Request Details

Action:

Review the details and one of

the following:

• Approve

• Decline

• Request Further

Information

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HETI Online – Manager Interface

Managing delegations—enabling other team members to complete manager tasks for

leave periods.

Manager Delegation

Action: Use this link to:

• View existing

Delegations

• Create Manager

delegation to suitable

staff for periods of leave.

Action: Use this link to:

• Create Delegation

• View existing

Delegations

• Delete existing

Delegation

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HETI Online – Manager Interface

Folder (can display if learners are

assigned to Mandatory/CE Directive

learning at another location.

Manager - Mandatory Training Report

Action: Complete

fields and click Run

Note: % is wildcard

for ‘All’ value.

Action: Use this button to:

• Run a report on

Mandatory training for

subordinates

Report #250

View a list of your direct and/or indirect

reports and any training that is due or

expired.

This report returns all the courses and

offerings that are targeted to learners

based on the State-wide mandatory

training policy.

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HETI Online – Manager Interface

Manager Tasks – View User’s Current Learning

View Current Learning:

• Use this link to view current

learning for subordinate.

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HETI Online – Manager Interface

Manage External Learning Requests – Manage and Complete Status

Manage Requests

Requests for Authorised Training will be

sent to direct line Manager for review.

Action: Use this link to:

• To view and approve both internal and

external training requests from your

team. Requests for adding external learning activities completed

outside of HETI Online from learners e.g. continuing education

activities, formal education, technical training from learners are

sent via email notification to the immediate line manager.

Note: Should more than one line manager exist (i.e. multiple

assignment) the learner will be prompted with a drop down box

to select appropriate manager for review of the request. HETI

Online does not connect to time and attendance and existing

requests for leave need to be adhered to

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HETI Online – Manager Interface

Step 1. Search:

Use filters to locate

relevant external

learning requests.

Step 2. Locate

request:

Displays a list of

internal and external

training requests and

their status including

requested date.

• Name of request

• Type of request

• Status of request

• Date of last update

Step 3. Manage request

Two options for approving:

• Option 1: Select the

checkbox of the Approval

Pending request.

• Option 2: Click to review.

Manage External Learning Requests – Manage and Complete Status

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HETI Online – Manager Interface

Step 4. Complete Status:

Record the completion status

of the external training

including date and comments.

• Incomplete

• Deleted (External

Learning)

• Incomplete

• No Show

Note: External learning will

appear on learners

transcripts.

Manage External Learning Requests – Manage and Complete Status

Step 3. Review request

details.

Select the request to view the

following:

• Justification reason

• Dates

• Cost

• Hours

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HETI Online – Manager Interface

Manager Tasks – Reports

The Report screen allows you to

search for, view and run reports

Select the desired Report and click

Run button

The Description lists the

details of each report

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HETI Online – Manager Interface

Step 2: The Learner ID screen

displays in a new window

• The Results lists user who report to

you

• Use this screen to locate the

desired user

Step 1: Run Report screen

displays.

Configure the report settings

as desired

Step 3: Once all the report

settings are configured, click

Run to generate the report

The 200 – Manager Learner

Transcript Report displays in

a new window.

The report lists a transcript of

the selected user’s completed

course

Manager Tasks – Reports

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HETI Online – Learner Interface

Learner – Home page

My Online Learning:

Displays your current Mandatory,

CE Directive and Assigned

training.

Help and Support,

Quick Links.

Legend: Overview of the current

conditions of enrolment.

Progress Bar for

your Mandatory

course completions

Action: Click to view

all current learning.

Learning Pathways is grouped

Classroom and/or Online

learning .

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HETI Online – Learner Interface

Learner – My Current Learning

Legend: Overview of the current

conditions of enrolment

Action: Select to filter

learning

Action: Select to filter

either name, due date or

mandatory listing

Status of current learning:

- Not Attempted

- Incomplete

- Initial (Certification Offering)

- Current (Certification Offering)

- Expired (Certification Offering)

Due date of learning

Note: A red coloured

date is an expired date

Page 18: elearning.schn.health.nsw.gov.au · fields and click Run Note: % is wildcard for ‘All’ value. Action: Use this button to: • Run a report on Mandatory training for subordinates

Last updated :

07 July 2014 by eHealth LMS

Contact Us

Please find below the contact information for your queries:

LOGIN RELATED QUERIES:

Please note: your HETI Online login details are always the same as your StaffLink login details.

To access HETI Online you will have to use the following details:

User name = StaffLink login (StaffLink 8 digit Payroll id)

Password = StaffLink password

If you experience any difficulties in logging in please contact the State Wide Service Desk by calling 1300 28 55 33

and quote your issue with your StaffLink/HETI Online login details.

EMPLOYEE DETAIL RELATED QUERIES:

All the information in HETI Online is sourced from StaffLink and no changes can be made on the LMS. If any of your

details are incorrect, please contact the State Wide Service Desk, your manager or your local StaffLink

representative to make the necessary changes.

LEARNING POLICY/PROCESS RELATED QUERIES:

For any specific queries around your learning, please click here to contact your Local Health District Learning

Representative.

COURSE RELATED QUERIES:

1) HETI STATEWIDE COURSES:

For more information on HETI courses and programs, visit the HETI website. If you would like to provide feedback in

regards to the HETI courses or have suggestions, please email: [email protected]

2) LOCAL COURSES:

For any issues with local courses, please contact your local Learning and Development representatives.

For any other issues, please contact the State Wide Service Desk at 1300 28 55 33, to raise a request.

3) FUNCTIONALITY RELTATED QUERIES:

For any functionality related queries, please contact eHealth LMS Project team on [email protected]