Team Lead Role Infor Customers, Partners and Infor Employees

New to the role? Start here! This page will help you become familiar with the responsibilities of a team lead (TL), enabling you to assist your team members in achieving their learning targets for going live, onboarding new employees, or career growth.

In the following sections, you will find resources to help you:

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

My Learning Progress menu

The My Learning Progress menu serves two purposes if the account is assigned as the team lead.

  1. When clicking the My Learning Progress 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.
A new browser tab will open. Switch between the tabs if you need to revisit the team members list.

Adding New Members

  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 of an Account

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 Members Dashboard

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

Course Progress

A training will only be part of the course progress if the learner launched and the course has started date.

Dashboard

The TL has the ability to 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).

Attendance Report

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

Activity Report

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.

Transcript

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

Message

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

Edit

The TL 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 TL can set a default password for the user and require them to change it upon accessing the account.

Note: the TL should inform the account owner about the password the s/he set on the account.

Reporting Panel

  • The Virtual Class/Meeting Attendance is dedicated for the entire team attending an instructor-led training (ILT). It only capture 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 and the privileges assigned to each accounts.

Assignment Dashboard

Assigning courses to fulfill organizational learning objectives is overseen by the Team Lead, who manages the process. While the entire learning path cannot be assigned directly, individual courses within the path are accessible and can be assigned or recommend.

This tab provides an organized view of the following;

Assign Courses button

  1. Assignment Title
  2. Select Courses
  3. Assigned or Recommended
  4. User Groups or Specific Users
  5. Select Users/Groups
  6. Course(s) Due

1 Assignment Title

The TL is encouraged to input: (a) team roles/department, (b) learning path reference/course title, and (c) number of assigned users, or (d) to incorporate all this data into the assignment title for content reminder purposes.

2 Select Courses

The search feature within each column operates with precision regarding characters. It's important to ensure the exact keyword, phrase, or special character is entered for accurate results. The learning path (LP) can only use as a reference for the assignment and it cannot be assign directly in the assignment process.

3 Assigned or Recommended

In the Team Activity report, the distinction between assigned and recommended courses is evident. Assigned status will feature in the report, whereas recommended status is not included in the report.

4 User Groups or Specific Users

If the TL opts for User Groups, the course/s will be assigned to all members of the team. On the other hand, selecting Specific Users allows assignment to a designated users from the team.

5 Select Users/Groups

Check the name(s) of the user(s)/group who need to complete the course(s).

6 Course(s) Due

This is optional. Users can expect to receive email notifications from noreply@tovutimail.com; however, the due date will only appear in the email notification and not on the learner's progress page.

Click Save button once you completed the necessary parts of the assignment.

Assignment List

After saving the assignment, you will be redirected back to the Assignments page or refresh the page, displaying the recent assignment title.

Edit & Delete buttons

The assignment Edit button enables the Team Lead to repurpose it by:

  • Adding additional learners to the same course.
  • Including additional courses for the same group or department of learners.

Note: Replacing/Deleting existing courses or learners in a specific assignment may impact the data in the Team Activity report. Particularly the record when the TL assign the course(s).

Please use this feature cautiously.

Registering a Member to a Paid Course

Purchasing a paid course on behalf of a member like an Instructor-Led Training (ILT) directly in TL's Dashboard is not yet available. Here are the workaround options that you may consider.

  1. The TL may reset the password of the user. > Login as the user using Incognito/InPrivate Browser. > Purchase the course then register on the public event. > The registered user should expect an email notification of the registration. > The TL should inform the user about the new password for the user's account. > Repeat the process for other member(s) if needed.
  2. The TL may send an internal communication to the concerned members that will attend the ILT then provide them the details of the payment method they will use either the Purchase Order (PO) number or Agreement Number of the Education Credit.
  3. Conduct a meeting with the concerned members then during the call provide the details of the payment method they should use; Purchase Order (PO) number or Agreement Number of their Education Credit.

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.