Team Lead Overview Guide Infor Customers, Partners and Infor Employees

Overview

Setting Up a Team Lead

The Infor U Campus platform allows multiple TLs. You have to send a request to InforU.Support@infor.com and provide the details below.

• Registered email address on Campus
• Complete name

Team Lead Dashboard

The Learning Dashboard(s) menu serves two purposes if the account is assigned as the team lead.

1. When clicking the Learning Dashboard(s) page, the default view is the Team Members dashboard, where the TL can oversee the entire list of members.
2. The Personal dashboard is where the TL can access and launch its own courses, learning paths, or events/ILT classes.

Adding New Users

1. For Infor Customers, account creation occurs through Infor Concierge. New members can either self-register or have their accounts created by the organization's Infor Concierge Contact Administrator.
2. For Infor Partners, accounts can be created using the IPMx tool or by contacting the administrator. Alternatively, partners can request an account by sending an email to IPNrequestForm@infor.com.
3. For Infor Employees, accounts are created through HCM. If the list of members need to be overridden, please send a request to InforU.Support@infor.com.

Deactivating Users

Infor Concierge and Infor U Campus are separate platforms, each with its own method for deactivating the accounts of employees who are no longer part of the team.

1. For Infor Concierge, the contact administrator have the capability to deactivate the account.
2. For Infor U Campus, please send a request to InforU.Support@infor.com and include the full name and registered email address of the user/s.

Once an account is deactivated it will no longer available in the team lead's list of members.

Team Dashboard

This is the default page if the account is set as a team lead. Here are the parts that a Team Lead should be familiar with;

Course Progress

A course will be added to the course progress if they launch the course, which automatically registers them in the course.

Dashboard

The Team Lead can access the Learning Progress page of each of their team members. This enables them to verify successful course assignments, review which learning path/s the learner is enrolled in, or confirm the registration for an Instructor-Led Training (ILT).

Activity

This report is designed to monitor the status of individual account courses, indicating whether they have been assigned, started, or completed. The report can be exported in either PDF or Excel format.

Attendance

This report is dedicated to individual learners attending an instructor-led training (ILT). It only captures the date when the learner attended the class and not the actual time spent in the course. This report can be exported either in PDF or Excel format.

Transcript

The Team Lead can review the certificates of completion for their members and has the option to download these records in PDF format.

Message

The Team Lead can send a message in the Campus account of the individual member.

Edit

The Team Lead can update the first and last names, email addresses, or usernames of each member. If a user is unable to log in to their Campus account, the Team Lead can set a default password for the user and require them to change it upon accessing the account.

Note: Notify the user of the password reset.

Reporting Panel

• The Virtual Class/Meeting Attendance is dedicated to the entire team attending an instructor-led training (ILT). It only captures the date when the learner attended the class and not the actual time spent in the course.
• The Team Activity report is designed to monitor the progress of the entire team across all courses, indicating whether they have been assigned, started, or completed.
• The Team Learner Summary maintains a record of all team members information in Infor U Campus and the privileges assigned to each account.

You may add filters to the reports depending on your needs. All reports can be exported as PDF or Excel.

Assigning Courses and Learning Paths

Team Lead can assign courses and learning paths on the assignment tabs. Assigning courses and learning paths has the same steps.

1. Click Assign Courses or Assign Learning Paths.
2. Create Assignment Title. You can use different ways to name a course title. It can include department/team, roles, etc.
3. Choose if Assigned or Recommended. If the course is Assigned it will notify the user via email that course(s) has been assigned. If Recommended, it will show to their Learning Dashboard(s).
4. Select Courses or Select Learning Paths. Team Lead would be able to select multiple courses or learning paths at the same time.
5. Choose Specific Users and then select users. Team Lead can assign the courses on the learning paths to multiple users at the same time.
6. Add due date if needed. There will be notification 5 days before the due date of the assignment and another notification sent after 1 and 5 days after a missed due date.

Navigation Request and Inquiry

Do you need a Team Lead Navigation call? Please set your meeting request in this link or send an email to InforU.Support@infor.com if you have other questions.