Managers play an important role in monitoring Learner progress and addressing any issues that may arise. To support this, Litmos provides the Manager View feature, which gives Managers a quick snapshot of key learning statistics for their direct reports. 

This view highlights exceptions such as overdue courses or compliance requirements and helps answer two key questions: 

• How many members of my Team have outstanding learning? 
• Who are they? 

To assign a Manager to a Learner, follow the steps below. Once assigned, Managers can access their direct reports from the Manager tab within the Learner view. From there, Managers can review progress, identify concerns, and act as needed. 

To assign a Manager to a Learner: 

• Navigate to Admin > People 
• Select a User 
• Under the Options dropdown, select View “_____” (name of User you have selected will be displayed next to View 

• Select the pencil icon to edit the Basic Information section 

• Select the magnifying glass next to the Manager field to search and select a User to assign as Manager to this Learner 

• Select the bubble next to the Username 

• The Manager field is populated with User you selected 

• Select Save 

What is in the Manager View? 

The Manager View contains the following menu items depending on the Litmos configuration:   

• V1 Configuration: 
  • Direct Report 
  • Approvals   
  • Escalations   
  • Reports (Build a custom report) 

• V2 Configuration: 
  • Approvals 
  • Escalation 
  • Reports (Build a custom report) 
  • Insights - contains five reports which can also be accessed from the Manager dropdown menu 
    • Not Compliant (a replacement for ‘Direct Reports’) 
    • Overdue  
    • In Retake  
    • Due Soon 
    • Insights  

Direct Reports 

In the V1 configuration, the Direct Reports page displays summary data on all direct reports. 

The Direct Reports page displays the following summary data (which includes self-assigned Courses and Learning Paths): 

• Total Courses Assigned: count of Courses assigned (includes Courses assigned as part of an LP) 
• Courses completed: count of Courses assigned that are currently complete (includes Courses assigned as part of an LP) 
• Total Learning Paths Assigned: count of Learning Paths currently assigned  
• Learning Paths completed: count of Learning Paths assigned that are currently complete 
• Status: Active/Inactive 
• Access Level: Learner/Team Leader/ Team Admin/ Administrator/Account Owner 
• Last Login: Date of last login of User  
• Brand: Brand with User is associated  

In V2, this menu has now been replaced by the Insights Menu detailed later in this article. 

Approvals 

Enrollment Approvals give Administrators the power to decide which Learners can be granted permission to enroll in a Learning Path or Course. This feature can be useful when the Course or Learning Path requires pre-certification, payment, CEU qualification or similar enrollment requirements. 

When a Learner wants to take a Course or Learning Path that is shown in the Course Library, they will see the “Start Course/ Learning Path” button. When the Learner selects this button, they will be prompted with a popup message for Request Approval. When the Learner selects “Request Approval” it will send an email to the individuals responsible for the enrollment approval. Admins will then either approve or reject the Learner’s request to enroll in the respective Course or Learning Path. 

Managers can switch to the Approvals menu to see what approvals need to be confirmed or denied. 

• Select the “Waiting Approval” tag 
• Select “Approve” or “Reject” and provide a Rejection reason 

The Learner will then receive an email notifying them that they have been approved or rejected along with the rejection reason. 

For further details please see this related help article: Enrollment Approvals 

NOTE: This functionality is the same for both V1 and V2 configurations. 

Escalations 

Escalations are a way to include (CC) people such as a Manager, Administrator, or other User on Learners' reminder email notifications to notify them that a User is approaching or has passed a Due Date or Compliance Date for Courses. 

Managers can access the escalations for their direct reports under the Escalations menu. 

For further details please see this related help article: Escalations 

NOTE: This functionality is the same for both V1 and V2 configurations. 

Reports 

The Manager View Reports provides Managers with access to a selection of reporting engine reports on their direct reports. Available reports in this menu include: 

• User Summary People Report 

• Details Results Course Report. 

These reports can be filtered and/or scheduled to suit the requirements of individual Managers. 

For further details please see this related help article: Reporting Engine Overview 

NOTE: This functionality is the same for both V1 and V2 configurations. 

Insights 

How to enable the Insights feature

By default, the Insights toggle is turned off. To enable the new Manager Reports Insights View in V2, you can turn the toggle ‘on’ at the brand level. You can find the toggle by going to Account Settings > Theme for the default brand (, or under Account Settings> Brands if using the Brands feature).  

The Manager View Insights opens on the non-Compliant report. You will see a panel that shows the types of reports available with a count of active records for each report:   

• Non-compliant   
• Overdue   
• In Retake   
• Due Soon   
• Insights   

Not-Compliant Report  

This report displays a list of Learners who have not yet completed an assigned compliance Course. This includes Learners on their initial attempt who are not currently complete, as well as Learners who are on subsequent attempts and are past their compliant date.  

Overdue  

The list contains Learners whose assignment is currently overdue. 

NOTE:  The assignments contain Courses that are assigned directly as well as Courses assigned as part of a Learning Path.

In-Retake Reports 

In-Retake reports show records of Learners who have Compliance Courses assigned to them that they have taken in the past and are currently in the retake period. The Learners, in this case, are currently complaint, but are still on the Manager's radar as they are in the period when they should retake that Course.    

Tip: You can always track communication with the Learners and see when the last reminder emails have been sent to them.  Reminder emails can be seen in the status column of these reports or by clicking on the Learner's name to see their learner record.   

Due Soon Report 

Under Due Soon, you can view Courses where the content is due within the next 30 days. You can see Learners' statuses, their assignment and due dates. You can see who might need some prompting to complete their learning.  

Insights Report 

You now have an enhanced version of the Direct Reports in V2 that gives a snapshot of how each Learner is doing. The stats tell you how many assigned Courses the Learner has, all overdue, not started, and completed Courses. You can see how many times the Learner has logged in in the past 30 days and what was their last time in Litmos.   

The following columns give you a more granular view of the Learner progress:  

• User: the name of the User   
• Courses Assigned: count of Courses assigned (does not include Courses assigned as part of an LP) 
• Overdue Courses: count of Courses assigned that are currently overdue (does not include Courses assigned as part of an LP) 
• Not Started Courses: count of Courses assigned that are currently not started (does not include Courses assigned as part of an LP) 
• Completed Courses: count of Courses assigned that are currently complete (does not include Courses assigned as part of an LP) 
• Assigned LPs: count of Learning Paths currently assigned  
• Not Started LPs: count of Learning Paths assigned that are currently not started  
• Completed LPs: count of Learning Paths assigned that are currently complete 
• Logins last 30 days: Count of logins from this User in the last 30 days  
• Last Login: Date of last login of User