I’m having difficulty determining the best way to set up training for our employees. Currently, there does not appear to be an option to assign or organize training by supervisor.
I would like to schedule offline training that I have created and assign it by department and supervisor. However, when I assign the training, all employees are placed on one large roster. This makes it difficult for supervisors to track which of their employees have and have not completed the training. When supervisors record attendance or completion, they must also search through the entire roster instead of having an individual roster for their team.
I tried creating separate courses for each supervisor, but this quickly became confusing and difficult to manage.
Ideally, we need the ability to:
Assign or group employees by supervisor.
Allow supervisors to filter the roster to view only their employees.
Provide each supervisor with an individual roster for recording offline training.
Allow supervisors to monitor only their employees’ completion status.
We have a similar concern with incident tracking. Supervisors need a simple way to find and monitor incidents involving their own employees rather than searching through incidents for the entire site.
Is there a recommended way to configure supervisor-based rosters and views for both training and incident tracking?