hey @danwinter
Below some of my thoughts.
Rights:
- Make sure managers can assign only the trainings that are dedicated to their employees. So no leadership training if it is intended for managers only (on the other hand, if it’s not all your courses & learning plans, automating it can probably be a bit of a pain)
- The less rights, the better - giving users too much power can often be confusing and they can swarm you with questions. I would focus on enrollments, reports and maybe observation checklists
Training:
- When creating a training for them, cover all their rights and also what can’t be done by them. If there are any specific trainings they shouldn’t assign to others, explain it and tell them what to do in case of valid exceptions (e.g. contact you directly)
- Some guidelines in a form of .pdf can be very useful in the long run. It will help you avoid unnecessary questions after your managers forget how to do things
In short, there’s really not much to it. If you automate it properly and explain the managers what they can / can’t do, it should work out just fine. The only issue we were having was when managers were asking us “how can I assign training XYZ to my employee?” and in fact, they weren’t allowed to do that.
A question - were you able to scope reports to just the managers team? I would love for managers to be able to run a few reports against their subordinates, but I want them to only work with their subordinates and noone else.